Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.
After completing this sequence, participants will be able to:
- Define sustainable investing and the reasons why people choose it.
- Identify the types of environmental values-aligned investment.
- Identify strategies that fall under the spectrum of sustainable investing opportunities.
- Identify to find companies that are socially responsible.
Marketing Teaser
Sustainable investing isn’t just another great way to earn income, but also a way to positively impact causes aligned with your personal values. If that sounds interesting to you, take our short, interactive course to learn more about:
- Sustainable investing and the reasons why people choose to use it
- Strategies to help determine whether or not a company is socially responsible
- The benefits and risks of different types of sustainable investing
Post on Twitter
Your investments can do more than just make you money – they can also help you support causes that are important to you! Learn how to determine whether your dollars are supporting socially responsible companies: [LINK]
Post on Facebook/LinkedIn
A sustainable investing strategy can help you take into account environmental, societal, and corporate governance factors when deciding where to put your money. Explore reasons to consider sustainable investing as a way to align with causes that are important to you: [LINK]
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security