US SIF Course

Our friend at US SIF, Jenny Coombs, has made a special offer for our Fellows. You can register for a Virtual Course: Fundamentals in Sustainable & Impact Investing. This will have a certificate and continuing education credits and is made available for $50 (a 75% discount) This is a 4-hour course and is on May 7, 2025 from 1:00pm - 5:00pm ET.

OUR OFFER - Thanks to our Friends at NEIII - Discounted Access to the Course:

EDUSIF25

For Academia (Students, Professors, and SIF Education Committee) - EDUSIF25 (for -$50 off of $100 student price = $50 to register)

---

Are you prepared to meet growing client demand, tackle challenges, and seize opportunities in sustainable investing?

Join our virtual classroom designed for advisors, consultants, students, and investment professionals to gain the essential knowledge and tools needed to integrate sustainable investing into your practice. Learn from expert practitioners and explore:

• The history and evolution of sustainable investing

• Portfolio construction considerations, including ESG incorporation & shareowner advocacy

• Performance studies, fiduciary standards & regulatory updates from the SEC & DOL

• Best practices for ESG data analysis and practical portfolio integration

This course features key insights from the US SIF 2024 Trends Report and includes a copy of the presentation for all attendees.

Certification and CE Credits: Upon completion of this course, you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.

REGISTER HERE

https://www.ussif.org/education/fundamentals-in-sustainable-and-impact-investing-webinar

Please list your University or Education Institution Name as NEIII

---