Ethical Investing: Investor & Advisor Education
Note: For investors and advisors interested in learning about
ethical investing, socially responsible investing, and
spiritual or environmental investing, we have our own
Ethical Investing Workshops and on-line
Ethical Investing Services.
Useful information can be gained from the
websites. However, be alert to their biases. Most are privately funded.
(Canada) "This web site is dedicated to
investment fund investor education and protection. The
multi-billion fund industry plays a key role in the
savings and retirement plans of millions of Canadians.
Many industry practices provide beartraps for the
unsuspecting investor and securities regulations have
not kept up with the pace of change in the industry.."
CFA Institute and ESG Issues in Investing
"We believe that every investment analyst should know
about the risks and opportunities of environmental,
social, and governance (ESG) issues. We help investment
professionals better understand ESG issues in investing
through our educational programs and learning
opportunities for continuing professional development.
The ESG investing ethos embodies our efforts to promote
a fiduciary culture and a more sustainable form of
capitalism through our Future of Finance initiative."
For investing terms and short web-based courses on investing.
(USA) "We provide free tools and data to investors who use the services of
the four types of financial professionals: Financial Planners, Financial
Advisors, Money Managers, Registered Representatives, and Insurance
Agents. Our tools help investors select new advisors, monitor current
advisors, and replace under-performing advisors."
of Environmental Investing (JEI)
(USA) "The JEI is disciplinary, open access
publication featuring critical, vetted information
relating to the current environmental investing
imperative. The JEI presents research papers,
commentaries, case studies, and reviews on manifold
topics. It continues to focus the critical issues of
creating, deploying, financing, structuring, and
managing successful market-based solutions to the
environmental challenges of the day."
Protection Association SIPA
(Canada) "SIPA is a voice for small
investors and advocates for the interests of investors
by making submissions and presentations to governments
The Financial Pipeline
education and understanding.
(USA) "This site
answers many frequently asked questions about investments and personal
US SIF Sustainable Investing: An Introductory Course for
(USA) "A free online
course for individual investors who want to learn the
basics of sustainable investing and how to align their
portfolios to address their social and environmental
Certificate in ESG Investing (Autumn, 2019)
"The CFA Society of the U.K. is giving individual
investment professionals a chance to develop knowledge
and skills to help them incorporate environmental,
social and governance factors and standards into their
Chartered SRI Counselor
Chartered SRI CounselorTM
a unique graduate-level program for advanced financial
planners that provides a blend of foundational knowledge
and scenario learning to work with sustainable,
responsible, and impact (SRI) investments for a variety
Money Management Institute and Morningstar
(Global) "The eight-course online curriculum
provides financial advisors with an introduction to the
fundamentals, principles, and practices of sustainable
and environmental, social, and governance (ESG)
investing, enabling them to start client conversations
and integrate sustainable investing into their
practices. Sustainable investing refers to the
incorporation of ESG factors and their impact into
(Global) "The RI Academy program provides a comprehensive curriculum in
responsible investing. The curriculum covers various environmental,
social and corporate governance factors and their investment relevance.
The curriculum is comprised of several pathways depending on the level
of required specialisation."
(Canada) "The Responsible
Investment Association is pleased to provide Canadian
and global training for professionals to increase their
knowledge of ESG issues and develop their expertise on
responsible investment (RI)."
(UK) "UKSIF, along with eight other European organisations including
France′s Novethic and FNG – the German, Austrian and Swiss Sustainable
Investment Forum, is currently working on a European Commission funded
project to deliver a SRI training course for financial advisers."
(USA) "Fundamentals of Sustainable and Responsible Investment,
developed by experts in the field, provides a unique blend of
instruction and scenario learning that explains how to talk about SRI
with clients, incorporate SRI into investment portfolios and understand
the latest trends and research."