2018 MMI/Morningstar Sustainable Investing Financial Advisor Forum

Got a game plan for incorporating sustainable investing into your practice?

Attend the  Sustainable Investing Forum , Oct. 2, in Chicago, to learn from fellow financial advisors and other industry experts. The Money Management Institute and Morningstar invite you to a unique, one-day forum for advisors committed to "staying ahead of the curve" in implementing sustainable investing for their clients.  Harvest subscribers receive a 25% discount. Use code: SIIFAHVST25.   Register Here .

Please join us for a unique, one-day forum for Financial Advisors committed to “staying ahead of the curve” and moving from theory to practice in implementing sustainable investing for their clients.

The program for this highly interactive event features:

• Practical know-how and guidance to take advantage of the sustainable investing opportunity
• An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices
• Small-group sessions where you can share information and ideas with other forward-looking advisors
• The Investments & Wealth Institute (formerly IMCA) has accepted the 2018 MMI/Morningstar Financial Advisor Forum for 6 hours of CE credits towards the CIMA® and CPWA® certifications. Additionally, CFP ® professionals will be awarded 6 hours of CE credits. 

View program details, agenda, and speaker roster here .

Invest one day to make your practice more “sustainable” – we hope you will join us on October 2nd. 

                                                                Register Now

Can’t make it to the Forum? Join our MMI/Morningstar Sustainable Investing Initiative community and receive ongoing updates and thought leadership from MMI member firms and other industry leaders.

FORUM SPONSORS

PRESENTING SPONSOR

COCKTAIL RECEPTION SPONSOR

LEADERSHIP SPONSORS