- Level Intermediate
- Time Months
- Cost Paid
MMI/Morningstar Sustainable Investing Curriculum
Issued by
Money Management Institute
Earners of the MMI/Morningstar Sustainable Investing Curriculum certificate have demonstrated a thorough knowledge of sustainable investing and its practical application to the investment thesis. This includes awareness of the Environmental, Social, and Governance aspects of investing including the risk/return paradigm as well as combining a client's values in to the overall investment equation.
- Level Intermediate
- Time Months
- Cost Paid
Earning Criteria
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Completed an online curriculum that include a wide overview of sustainable investing as well as a deeper analysis and application of Environmental, Social, and Governance issues to be considered in developing and managing a portfolio.
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What is Sustainable Investing?
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The Importance of Sustainable Investing
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Introduction to ESG Analysis
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Understanding ESG: Environmental Issues
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Understanding ESG: Social Issues
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Understanding ESG: Corporate Governance
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Impact Investing
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Integrating ESG into Investment Advice
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Successfully passed multiple knowledge assessments as well as intermittent quizzes to ensure reader comprehension.
Standards
Upon successful completion of the curriculum, students are eligible for Continuing Education (CE) credits towards the following designations: CFP®; Investments & Wealth Institute CIMA® and CPWM®; Fi360 AIF®, AIFA® and PPC®