IMPACT ADVISOR – Integrating RI into your planning and portfolio construction process

01 Oct 2020
1:05 pm - 2:05 pm
Breakout Session

IMPACT ADVISOR – Integrating RI into your planning and portfolio construction process

The demand for responsible investing has increased exponentially over the past few years. The reason why integrating RI into your business has been answered through this demand. However, the question for many advisors is how to integrate responsible investing into your business model and especially your portfolio construction methodology to meet this growing demand.

This session will provide a framework to establish your purpose, what a true RI portfolio based on this purpose looks like and a way to articulate this to your clients. This will help any advisor on the path of becoming an advisor with impact.

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval