Our Advisor Summit Workshop is a two-day, advisor-focused event designed to provide financial planners and investment advisors with the tools they need to successfully integrate ESG into their practices for the long term.

Each year, we feature in-depth tutorials on a variety of topics including:

  • ESG assessment and measurement
  • Portfolio construction
  • Risk management
  • Shareholder advocacy
  • Practice management

Attendees also can network with and learn from experienced ESG advisors in a more intimate setting before the main conference. The Advisor Summit Workshop is typically approved for between four and six hours of continuing education credit for CFP designees, and one hour of continuing education credit for CIMA designees.

If you are a First Affirmative Network Advisor (i.e., you have clients with AUM with First Affirmative, and/or an MSP/GRC membership) and are attending the SRI Conference, you may be entitled to a discount on the registration fee. Contact Business Development for more information.

Want to know more? Visit The SRI Conference website for more information and to register.

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