Socially Responsible Investing

WHAT

This course is about increasing your wealth while bettering the world. During this interactive day, you will learn the ins and outs of socially responsible investing and how it could become part of your personal finances.

WHO

This workshop is for women who have been curious, intrigued or even skeptical about socially responsible investing. It particularly appeals to women who want to learn the following: 

• A framework for understanding socially responsible investing


• Techniques for creating a values-based financial plan


• A spectrum of approaches to socially responsible investing


• Tips for finding the right financial advisor

WHY

Money is power. Where you invest your money affects far more than your personal wealth. Socially responsible investing has inspired many women to become more aware and engaged in their finances.

HOW

Note: Women taking this course should understand the basics of financial planning or have already completed Smart Money Essentials.

Contact Us 

• To request email notification when new dates become available


• To organize a private course with your friends or colleagues


• To further assess whether this course is right for you