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Calvert serves as one of the Leadership Sponsors of the MMI/Morningstar Sustainable Investing Initiative, a suite of educational resources that provides financial advisors with the knowledge they need to engage with clients on Environmental, Social and Governance (ESG) and Responsible Investing, and helps FAs incorporate Responsible Investing into their practices.
The curriculum, which Calvert helped develop, is based on 70 hours of interviews with subject matter experts and information from 180 unique sources. In addition to FAs, it contains information that would be helpful for product teams, due diligence staff, service team associates and anyone else who would benefit from a practical understanding of Responsible Investing and how it can be incorporated into traditional advisory approaches and practices.
After successful completion of MMI/Morningstar's eight-course curriculum, participants are eligible for CE credits toward the Investments & Wealth Institute CIMA®, CPWA®, CIMC® and RMA®; Fi360 AIF®, AIFA® and PPC®; and CFP® designations.
The initial series of courses provides an intermediate-level overview of the topic, balancing substantive ESG academic content and related investment management practices with insights for practical application by advisors and their clients. Phase 1 features the following modules:
Explore Sustainable Investing Curriculum
Later in 2019, MMI will release a second series of sustainable investing courses focused on ESG from a behavioral finance perspective, best practices for client conversations, the sustainable product landscape, implementation strategies and ESG performance assessment and reporting.
As one of three leadership sponsors, Calvert partnered with MMI and Morningstar to support and contribute to the development of the course content. In addition, our subject matter experts provide leadership at in-person FA forums associated with the Sustainable Investing Initiative, and our thought leadership is included on the initiative’s website and available for further reading.
*The MMI/Morningstar Sustainable Investing Initiative does have an associated cost, which must be paid by participants in order to earn CE credits. Calvert does not receive compensation for its participation in this series.
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Sustainable Investing Curriculum
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