A suite of educational resources for engaging clients on sustainable investing
Impact Investing Advisor Forum - January 2019 - 25% Discount for Harvest Subscribers
Join us on January 17 for a one-day workshop with Jim Sorenson, a global impact investing leader, and other professionals from the Sorenson Impact Center. Far from ivory-tower academics, the professionals at the Sorenson Impact Center are steeped in the real-world of impact investment.
This event is for Financial Advisors committed to “staying ahead of the curve” and moving from theory to practice in implementing impact investing for their clients.
Attendees will gain expert insights and an understanding of:
- the pros and cons of impact investing, how impact is measured, and best approaches to engaging in conversation with clients, and
- the ways Financial Advisors are already successful and helping their clients.
Additionally, CFP® professionals will be awarded 7 hours of CE credits.
View program details, agenda, and speaker roster here .
Plus, Harvest subscribers receive a 25% discount off registration. To receive the discount, use the following code when registering.
IIAFHARVEST25