Expanding your ESG toolkit

By Advisor's Edge and Investment Executive

With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients' needs. In this virtual roundtable hosted by Advisor's Edge and Investment Executive, experts share the questions that can help you determine your clients' values and objectives from RI/ESG investing. 

Sponsored by Desjardins, Manulife Investment Management, NEI Investments, Sun Life Global Investments and thank you to our Industry Association Partner, Responsible Investment Association. 

Expanding your ESG toolkit

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Compliance

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Professional Development

0.75

FP Canada

Practice Management Credits

1.00

Professional Responsibility Credits

--

Product Knowledge Credits

--

Financial Planning

--

Course Type:

Web Link

Passing Grade:

10/13 (77%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER