On-Demand
Integrating ESG Into Your Business 2024-25
CPE: 1
Overview
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.
Product Code
1000003435
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Advance Preparation
None
Learning Objectives
Major Subjects
- Planning around new tax laws
- ESG
Faculty
Samuel Adams
Sarah Adams
Sarah is Chief Sustainability Officer and Co-founder at Vert Asset Management. Vert was founded to bridge the gap between financial services, capital markets, and environmental advocacy. Sarah has a multidisciplinary experience across the finance sector and environmental policy. Before Vert, Sarah started a consultancy educating financial advisors on sustainable and impact investing in the UK and US. Previously, Sarah worked in institutional f...
More about Sarah Adams