The MMI/Morningstar Sustainable Investing Curriculum provides an introduction to the fundamentals, principles, and practices of sustainable and environmental, social, and governance (ESG) investing. Designed to help financial advisors and investment professionals meet increasing investor demand for sustainable investing, the curriculum blends foundational information and terminology with practical insights from advisors who have already successfully integrated ESG into their practices.
Course Highlights
- 34 complementary learning objectives
- 7 Level 100 courses to provide a deeper understanding of ESG issues
- 1 Level 200 course to improve practice management techniques
- 3 to 4 knowledge checks within each course
- 2 quizzes interspersed between every 3rd course
Continuing Education (CE) Credit:
Investments & Wealth Institute
-3.5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. Credit can take up to 24 hours to be reflected
Expiration:
Learners have access to the content for one year upon purchase.