Expanding your ESG toolkit
By Advisor.ca 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 client's needs. In this virtual roundtable hosted by Advisor's Edge and Investment Executive, experts share the questions that can help you determine your client's 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.
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Practice Management
1.00
Professional Responsibility Credits
--
Product Knowledge Credits
--
Financial Planning
--
IIROC Cycle 9
Compliance
--
Professional Development
1.00
MFDA
Professional Development
1.00
Business Conduct
--
