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May 2021

Mon 17
May 17, 2021 @ 2:00 pm - 3:30 pm PDT Event Series Course – Towards Aware and No-Harm Investing

Course – Towards Aware and No-Harm Investing

On line course offered in September 2020 and designed to help individual investors gain an understanding of investment options and tools available to move towards aware and no-harm investing

Mon 24
May 24, 2021 @ 2:00 pm - 3:30 pm PDT Event Series Course – Towards Aware and No-Harm Investing

Course – Towards Aware and No-Harm Investing

On line course offered in September 2020 and designed to help individual investors gain an understanding of investment options and tools available to move towards aware and no-harm investing

Mon 31
May 31, 2021 @ 2:00 pm - 3:30 pm PDT Event Series Course – Towards Aware and No-Harm Investing

Course – Towards Aware and No-Harm Investing

On line course offered in September 2020 and designed to help individual investors gain an understanding of investment options and tools available to move towards aware and no-harm investing

September 2021

Sat 11
Featured Featured September 11, 2021 @ 12:00 am - November 21, 2021 @ 11:59 pm EDT

Course: TOWARDS AWARE AND VALUES-CENTERED INVESTING

A Money Quotient University Course — This is a self-paced online course available over ten weeks and five sessions, beginning on September 11, 2021 and concluding on November 21, 2021.

September 2022

Sat 10
Featured Featured September 10, 2022 @ 12:00 am - November 20, 2022 @ 11:30 pm PDT

Towards Aware and Values-Centered Investing

Towards Aware and Values-Centered Investing - A Money Quotient University Course To help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values. Description Click here to watch the first five minutes of Marco’s first lecture. In this video, he discusses his … Continue reading Towards Aware and Values-Centered Investing

October 2022

Mon 3
Featured Featured October 3, 2022 @ 2:00 pm - 3:30 pm PDT

Course: TOWARD AWARE AND NO-HARM INVESTING

Session 1: IMPLEMENTING AWARE AND NO-HARM INVESTING — In this first session I will introduce the concept of the Great Turning and share my personal journey from global finance to no-harm investing which began when the destruction of a forest awoke me to the problems of conventional finance. We will look at an important 15-year … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Mon 10
Featured Featured October 10, 2022 @ 2:00 pm - 3:30 pm PDT

Course: TOWARD AWARE AND NO-HARM INVESTING

Session 2: UNDERSTANDING ECOLOGICAL LIMITS, MONEY CREATION AND THE FEDERAL RESERVE — In the second session we will expand on the intuition gained in the first session and look specifically at the carbon math and its implications for the market valuation of oil companies. We will also look at the concept of financial intensity and … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Mon 17
Featured Featured October 17, 2022 @ 2:00 pm - 3:30 pm PDT

Course: TOWARD AWARE AND NO-HARM INVESTING

Session 3: CHALLENGING CAPITAL MARKETS EXPECTATIONS – A HOLISTIC APPROACH TO PORTFOLIO MANAGEMENT — The third session will explain key concepts of portfolio management like risk, return, and liquidity and … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Mon 24
Featured Featured October 24, 2022 @ 2:00 pm - 3:30 pm PDT

Course: TOWARD AWARE AND NO-HARM INVESTING

Session 4: IMPLEMENTING AWARE AND NO-HARM INVESTING — In the fourth session I will introduce the concept of a Personal Investment Compass and provide various examples. You will create your … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Mon 31
Featured Featured October 31, 2022 @ 2:00 pm - 3:30 pm PDT

Course: TOWARD AWARE AND NO-HARM INVESTING

Session 5: REGENERATIVE INVESTING AND THE TRUE PATH TO FINANCIAL FREEDOM In the fifth session I will introduce the concept of regenerative investing at the intersection of philanthropy and investing. … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

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About EK4T

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Essential Knowledge for Transition (EK4T) offers courses and individualized coaching and consulting for individual investors and financial advisers to move towards Aware and No-Harm Investing™.

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