Socially Responsible Investing

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Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor.  Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA)  and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

 

stephaniegenkin.com

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Socially Responsible Investing (SRI) or Environmental, Social and Governance (ESG) investing is rapidly gaining attention among millennial investors -- and the financial services industry is taking notice.

But how much do you really know about this growing niche that's going mainstream?

This class will delve into the:

  • History
  • Definition
  • Trends
  • Marketing
  • Fees
  • Investor returns,  and
  • Impact

If you are looking to separate fact from fiction and understand how you can invest in a better world, join me for this thought-provoking class.

Cancellation policy