CE Credits

Sessions eligible for CFP credits:

1) Introduction to basic sustainable investment concepts

2) Equities: Are impact managers the new activist managers? 

3) Making an impact through fixed income

4) Advising Women & Millennials on Impact

5) Measuring Impact Performance

6) Advising and executing- building a total impact portfolio

7) Fiduciary considerations of impact investing

8) Private Equity and Impact

9) Impact in Real Estate

Sessions eligible for CIMA credits:

1) Introduction to basic sustainable investment concepts

2) Equities: Are impact managers the new activist managers? 

3) Making an impact through fixed income

4) Advising Women & Millennials on Impact

5) Advising on Legacy & Transition

6) Measuring Impact Performance

7) Advising and executing- building a total impact portfolio

8) Fiduciary considerations of impact investing

9) Private Equity and Impact

10) Impact in Real Estate