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$1,300.00

By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.

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Program Overview In today’s world what you do is simply a commodity until the prospect knows WHY you do it and WHY it’s important to you. The same holds true with your investment strategy; the challenge is to express your approach and philosophy in a way that simplifies, not confuses, clarifies not overwhelms. Understanding what you [...]

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This article appeared in the May 2022 Journal of Financial Service Professionals. 

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This article appeared in the September 2020 Journal of Financial Service Professionals. 

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  • Course ID: 81762

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Program Overview In this presentation Aaron Filbeck will offer an overview of environmental, social, and governance (ESG) investing. First, Aaron will discuss the history of ESG investing, including its evolution from a values-based investment philosophy to a data-centric investment process. Next will be a comparison of the three primary approaches to ESG investing: socially responsible [...]

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This article appeared in the May 2022 Journal of Financial Service Professionals.