Integrating ESG Into Your Business

Description

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.

Highlights

• Planning around new tax laws
• ESG

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in Environmental, Social, and Governance Metrics.
• Learn how to leverage various tools and techniques to serve your clients better.

Designed For

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.