Welcome to Financial Advisor IQ

Fidelity Offers Impact Investing Education Platform for FAs

June 21, 2018

Fidelity Charitable has launched an education module on sustainable, responsible and impact investing geared toward financial advisors, ThinkAdvisor writes.

The donor-advised-fund sponsor is including ESG education on its practice management platform, and advisors can receive continuing education credits for completing the session, according to the publication.

The program focuses on definitions of ESG investing, trends, case studies, and understanding clients’ motivations, as well as best practices for incorporating ESG into an advice practice, ThinkAdvisor writes. The overall practice management program incorporates education and consulting components geared toward RIAs and broker-dealers and CPAs and trust and estate attorneys, according to the publication. The educational materials come with CE credits and are available for free, ThinkAdvisor writes. Fidelity Charitable also offers in-person workshops, according to the publication.

Impact investing has fast become a major niche in the investment world: close to $9 trillion is “involved” in ESG strategies, according to a recent report from US SIF, which offers education on impact investing, ThinkAdvisor writes.

Fidelity Charitable found in a recent study that among millennials and Generation X members, 70% have already invested using ESG guidelines — but many also still want further education, according to the publication.

“Impact investing has reached a tipping point,” Krystal Kiley, vice president of practice management at Fidelity Charitable, says in a statement cited by ThinkAdvisor.

By Alex Padalka
  • To read the ThinkAdvisor article cited in this story, click here.