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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences

ESG Investing

TRA [The Retirement Advantage]

Apr. 20, 2022
Recorded Online

Environmental, Social and Corporate Governance (ESG) investing is an exciting and progressive issue affecting potentially millions of retirement plan participants. In this presentation, we will review the history of ESG investing, the current trends affecting ESG investments, the regulatory environment, and future changes within the ESG marketplace.

Learning Objectives:

  • Understand what ESG investing is
  • Identify current industry trends affecting ESG investing
  • Comprehend the current regulatory environment and anticipated changes shaping ESG investing
  • Recognize the profile of those who are most likely to be active in the ESG marketplace
  • Support plan sponsors and participants in making effective decisions regarding ESG funds

You don’t want to miss this session.  Register today!

  • For CPE requirements, click here
  • Investments & Wealth Institute® has accepted “ESG Investing” for 1 hour of CE credit towards the CIMA®,CPWA®, CIMC®, and RMA® certifications
  • CFP Board has accepted “ESG Investing” for 1 hour of CE credit towards the CFP®  designation
  • This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification

To receive CE credit, you must remain logged into the video portion of the webinar for the entire program. Logging into the audio portion only is not sufficient for CE credit.

If you are interested in earning 5 or 10 CE credits for CFP or CIMA/CPWA/CIMC/RMA designations by taking a self study course based on the Retirement Resource Guide and passing an exam please click on the link:

More Information, How to Register

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