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.
Learning Objectives
• Understand the latest on regulatory requirements, investment strategies and theories in Environmental, Social, and Governance Metrics.
• Learn how to leverage various tools and techniques to serve your clients better.
Major Topics
• Planning around new tax laws
• ESG
