Education

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 following websites. However, be alert to their biases. Most are privately funded.

  • Canadian Fund Watch

    “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..” For…

  • 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…

  • CFA Institute Launches Global Certificate in ESG Investing

    “The CFA Institute has announced that it will market a certificate in environmental, social and governance (ESG) investing, created by the CFA Society of the United Kingdom, in financial hubs across the globe.” For more information, visit CFA Institute Launches Global Certificate in ESG Investing

  • Investopedia.com

    For investing terms and short web-based courses on investing. For more information, visit Investopedia.com

  • Investor Watchdog

    “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.” For more information, visit Investor Watchdog(USA)

  • Journal of Environmental Investing (JEI)

    “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.”…