NAPA’s ESG(k) Bootcamp

Advisor attendees of the Summit are eligible to join our three-hour ESG(k) Certificate Bootcamp, on Sunday, September 12, and earn their certificate, courtesy of our partners at Natixis Investment Managers.

Environmental, Social, and Governance (ESG) investments dominate the headlines and fund flows these days. And yet, despite growing interest from participants and curiosity from plan sponsors, there are lingering questions about benchmarks, fiduciary standards, and the implications of shifting regulatory policy. Let’s face it: There’s a lot to unpack in order to help your clients manage their ERISA fiduciary obligations.

NAPA has you covered with a new education program: The Environmental, Social, and Governance 401(k) (ESG(k)) Certificate Program.

Armed with this information – and backed by a certificate from the nation’s leading retirement education resource – you’ll gain fluency in ESG principles, strategies, and screening. You’ll also gain insight on common questions and concerns, you’ll know what questions to ask in assessing ESG investments, and you’ll learn how to talk about the benefits and risks of ESG investments for retirement plans.

• The Fundamentals of ESG Investing

• ESG Investing: The Advisor’s Process

• Putting ESG into Practice with Clients and Prospects

For additional information about the certificate program, please visit www.napaesgk.org.