$49.00
$59.00
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This course is designed to equip you with a thorough understanding of the latest developments in Environmental, Social, and Governance (ESG) metrics. By enhancing your expertise, you will be better positioned to help clients mitigate risks and strategically navigate their financial futures. Throughout this course, you will explore regulatory requirements, investment strategies, and effective tools to optimize your ESG portfolio solutions. This session was originally recorded at the CalCPA Advisor Personal Financial Planning Conference, 2022.
1000003435
Online Self-Study
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Taxes
Basic
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
None