Continuing Education → Globe Advisor

Environmental, Social, and Governance (ESG) (LCIFGA005)

1.0 IIROC: Professional Development
1.0 MFDA: Professional Development (7782)
1.0 Alberta Accreditation Committee: 1.0 Life (55279)
1.0 Financial Services Regulatory Authority of Ontario: Life or A&S
1.0 Insurance Council of British Columbia: Life or A&S
1.0 Insurance Council of Manitoba: 1.0 Life or A&S (36261)
1.0 Insurance Councils of Saskatchewan: Life or A&S
1.0 CPA: 1.0 Verifiable CPD
1.0 CFA: 1.0 Professional Learning
1.0 FP Canada: Practice Management (7782)
1.0 Advocis: Structured Learning

In this 7-part mini-series, we explore key topics of ESG: Environmental, Social, and Governance – in financial institutions, investments and as a standard practice. The fundamentals of ESG have become an ethos of good corporate citizenship. And financial professionals are a major driver behind these permanent and positive changes. The course concludes with a final test. A passing grade of at least 60% is required.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 CE Credit Type: Professional Development

  • What makes an investment ‘responsible’?
  • Why interest in ‘impact investing’ is taking hold
  • Understanding the differences among responsible investment strategies is vital
  • Green energy on the rise, and investors take note
  • Where are the best opportunities in clean-energy investing?
  • Little steps can yield big savings when going green
  • Investment firms that fix misconduct should be celebrated, not punished
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) ESG
  • Epilogue
  • CSA Staff Notice 51333 - Environmental Reporting Guidance
Completion rules
  • You must complete the test "Final Quiz (Globe Advisor) ESG"
  • Leads to a certification with a duration: Forever