Events

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17Sep
2021

Online Course

Towards Aware and Values-Centered Investing

This class began on Saturday, 9/11; however, registration will remain open until 4:00 pm PT on Friday, 9/17.

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

 

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25Jan
2021

Online Course

Towards Aware and Values-Centered Investing (Jan 2021)

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

 

Please note: The course began on Monday, January 18; however, registration is still open!

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