TOWARDS AWARE AND VALUES-CENTERED INVESTING
Offered through Money Quotient University, this course is designed to help financial advisors and financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values.
Toward Aware and No-Harm Investing
The course Toward Aware and No-Harm Investing is for people who care and are actively engaged in making the world a better place but whose financial resources might not be fully aligned with their personal values and what they care deeply about. The course is designed to help individual investors gain an understanding of the importance and … Continue reading Toward Aware and No-Harm Investing