The course is designed to help financial advisors and financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values.
This course began on April 29, but it’s not too late to join us. Register now, and we’ll enroll you in the classroom right away so you can begin working on the assignments!
Instructor Marco Vangelisti has updated all five of his lectures and their respective learning assessments, and added new reading materials to his MQU course, “Towards Aware and Values-Centered Investing.” Additionally, course alumni Johnny Roland, CFP® and Angela Barbash have contributed guest lectures sharing their own experiences in implementing what they learned as students.
Successful completion of the course will earn qualified participants 13.5 CFP CE credits!
A note to course alumni: Because much of the course has been updated for Spring 2023, course alumni are invited to register at a discounted rate.
An MQ Partnership is NOT REQUIRED to register for this course.