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Faith-Based Investing Course


This two-hour course is designed for financial professionals to assist clients in the practice of faith-based investing, aligning their clients’ values with their investment portfolios. Each of the 11 sessions is taught by a practicing industry professional. The course helps advisors understand:

  • How the client’s worldview shapes their view of investing
  • Implications for the faith-based client in investment planning
  • The case for integrating the client’s values into their investments
  • How to assemble a portfolio that aligns with the client’s values

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