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. 

Expanding your ESG toolkit

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Compliance

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Professional Development

1.00

MFDA (2021-2023)

Professional Development

1.00

Business Conduct - Non-Ethics

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CSF

Matières générales

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Insurance of persons

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General Subject

1.00

Courtage en épargne collective

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Assurance de personnes

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Course Type:

Web Link

Passing Grade:

10/13 (77%)

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