Environmental, Social, and Governance (ESG) investments dominate the headlines and fund flows these days. And yet, despite growing interest from participants and curiosity from plan sponsors, there are lingering questions about benchmarks, fiduciary standards, and the implications of shifting regulatory policy. Let’s face it: There’s a lot to unpack in order to help your clients manage their ERISA fiduciary obligations.
The NAPA ESG Investing for 401(k) Plan Advisors Certificate Program is designed to provide Retirement plan advisors with the knowledge to help their retirement plan clients manage their ERISA fiduciary obligations when evaluating the prudence of an ESG investment.
This course will:
- Address the different terminology associated with ESG investing principles, strategies, and screens.
- Provide tools and resources to help advisors navigate their fiduciary duties and communicate the benefits and risks of ESG investments to plan sponsors and participants.
- Test your knowledge with an unlimited attempt open note 30-question program assessment
Learn more about the program on the ESG(k) Website.
- 3 ASPPA
- 3 NTSA
- 3 NAPA Relevant
- 3 PSCA Relevant
- 3 CFP®
Item Details: This certificate course will be accessible for 180 days following purchase date.