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Impact Investing: How will it Disrupt Your Work?

Tuesday, June 23, 2020

More and more, clients are working toward aligning their money with their values, and donors are asking how to balance investing funds for social good and impact. As an advisor, it’s your job to know the best ways to help these clients.

Faculty expert in philanthropy Phil Cubeta, Former Editor-in-Chief of The Journal of Investment Consulting Dr. Margaret Towle, founding partner at Mission Capital Advisors Inc. Preston Dodd, and leading social impact strategist Tresa Thomas Massiongale discussed the basics of impact investing, how this trend has accelerated in the COVID-19 crisis, and how advisors can prepare their clients to capitalize on this irreversible movement. Learn how impact investing can unleash the power of capital for good.

Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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