Continuing Education → Professional Development

Diversity & Inclusion + ESG + Your Business (CAASA006)

FP Canada: 0.5 Practice Management (#8802)

This course was produced for CAASA’s Wealth Managers’ Forum featuring David Sharpe of Bridging Finance and Brendan Rogers with RBC Dominion Securities. Diversity & Inclusion / Environmental, Social, & Governance could be seen as a nice-to-have, but investors and managers are seeing it for what it is: not just the ‘correct’ thing to do, but the right thing to do – in terms of portfolio performance and reactivity to crises. Having a diverse team leads to more options and ideas and being a good corporate citizen not only may be a good thing to do, but also produce rewards in the form of better risk-adjusted returns.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 0.5 Accreditation Number: 8802 CE Credit Type: Professional Development

  • Diversity & Inclusion + ESG + Your Business
  • Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever