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Invest with IMPACT 

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This session is currently approved for one (1) CFP® credit and one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. Impact investing is an investment philosophy that combines an intent to generate positive environmental and social impact alongside a _________ return.

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* 7. Within Impact Investing, there's a spectrum that can range from minimizing ________impact to maximizing _________ impact.

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* 8. On average, depending on what survey is referenced, what percentage of individuals are interested in sustainable investing?

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* 9. On average, depending on what survey is referenced, what percentage of advisors are actively engaged in impact investing?

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* 10. Is it possible for advisors to show their clients the impact their portfolios are making, or the lack of negative outcomes they're producing?

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* 11. What does the E in ESG refer to?

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* 12. Which of the following is an engagement tool used by managers to affect positive change in companies they invest in?

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* 13. Which of the following is a suggested resource for learning more about impact investing?

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* 14. What is the evaluation of non-financial factors as part of the investment analysis process to identify material risks and growth opportunities called?

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* 15. What does the G in ESG stand for?

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