Ethical Investing - Finding
Investments Reflecting Your Values (3 hours)
Offered over the web with VOIP or phone.
Also available with a live
presenter at a location of your choice. Minimum of seven
Learn how to find, research and assess stocks/funds that are good
to invest in and that reflect your personal values. You
will learn how to optimize the use of the
web, as well as on-line library and broker services.
No financial skills required.
- Gain knowledge of how
to use the 'Robins
Life-Benefiting Scale' and thereby be able to assess
potential investments according to your own values.
- Create a set of
personal values and guidelines that will direct you and your
investment advisor towards selecting appropriate, and
- Learn the answers to these questions: "Who should invest my money?
What questions to ask a financial
advisor? And, how to select an
(Note: No advice or recommendations will be given
concerning investments, nor will any investment products be offered for
sale. Please see your investment advisor for such information. These workshops
are for educational purposes only.)
Founder and Analyst, Investing for the Soul.
- Investors, whether they have just a few hundred dollars invested to those
with multi-million dollar portfolios!
advisors and financial planners
for a set of tools they can use to service clients
interested in values-based investing.
Typical comments of past workshop participants
workshop! Highly recommend it for both investors and investment
advisors alike ... This is the only workshop I know that shows
investors how to easily integrate their inner values with
investing. The way we learned to quantify those values was
-- Frank Miotto
"This was the first
workshop that I have attended that has provided me with a basis
of investing financially for the soul - this is a very timely
“It's always satisfying to find
others who successfully put social, ecological and human values
into the investing equation. Keep up the good work.”
-- David Mitchell