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Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good.
They want to invest with companies that are helping to create a cleaner, safer, more just world.
As a result, many investment advisors have been left scratching their heads as to how they can optimize return, minimize risk, and still have a portfolio reflect a retiree’s values. It’s not as hard as it first looks. ESG (Environment, Social and Governance) criteria offers a set of tools to help create the optimal portfolio for both prosperity and posterity. Understand these ESG tools, and you can’t help but become a stronger advocate for your retired clients.
In "Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio" by Russell Wild, you will:
- Discover the true nature of ESG investing and how it is commonly misunderstood;
- Ascertain whether ESG is a methodology or an ideology;
- Review the track record of ESG investing, and its implications for the future;
- Learn how to add ESG criteria to an existing portfolio, or how to build an ESG portfolio from scratch;
- Understand the swirling controversies around ESG and the possible hidden agendas behind them.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Russell Wild, MBA, Principal of Global Portfolios.
Meet Russell Wild, MBA, Principal of Global Portfolios
Retirement planning experience
Russell Wild, MBA, is the author of Bond Investing for Dummies, Exchange-Traded Funds for Dummies, and Index Investing for Dummies. He is the principal of Global Portfolios, a fee-only investment advisory firm based in Philadelphia, Pennsylvania.
Retirement planning thought leadership and knowledge
For many years, he has researched the world of sustainable investing, and has used ESG criteria to build solid client portfolios.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you need more than four hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
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Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.