Presented by:
Jennifer N. Coombs, MSF, CRPC®, associate professor at the College for Financial Planning
Wednesday, March 18, 2020 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 CFP CE and 1 NAPFA CE in C - Investments
Member: $39; Non-Member: $59. This NAPFA Genesis webinar is free to NAPFA Genesis members, courtesy of LLIS. For your complimentary registration, use the promo code that was emailed to you.
As of 2018, SRI investments account for one out of every four dollars under professional management in the United States. This represents a two-year increase of over 38% and an 18-fold increase since 1995. Yet many financial advisors are finding themselves ill-equipped to handle the very specific needs of this growing pool of clients.
This presentation will cover:
• Some of the most common obstacles advisors face in incorporating SRI strategies into their practices
• How to make the necessary changes to address them
Registration closes at the end of business on Tuesday, March 17, 2020.