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For investment professionals and firms--a
unique workshop to orient their clients/staff to personal values
investing.
Ethical Investing (3 hours)
Finding
Investments Reflecting Personal Values
Offered over the web with VOIP or phone.
Also available with a live
presenter at a location of your choice. Minimum of seven
participants.
Purpose:
Participants learn how to work with their advisor/broker to
find, research and assess investments that reflect their personal values.
They discover how to optimize the use of the
web, as well as on-line library and broker services. No financial skills required.
Benefits to advisor/investment
professional or firm:
-
Clients and
staff learn about ethical and personal values values based
investing in your environment.
-
Allows you
to better understand the personal values of your clients and
staff with regard to investments.
-
Offers you a
competitive advantage.
-
Clients
applying their personal values to investing are more stable
and likely to provide more referrals to you.
Benefits to participants:
- They learn about the benefits of ethical
or personal values based investing.
- Participants create a set of
personal values and guidelines that will direct them and
their
investment advisor towards selecting appropriate, and
profitable investments.
- Gain knowledge of how to use the 'Robins
Life-Benefiting Scale.' The Scale enables users to assess
potential investments according to their own personal
values.
(Note: No advice or recommendations will be given
concerning investments, nor will any investment products be offered for
sale. Workshop or webinar is for educational purposes only.)
Workshop
Leader/Facilitator:
Ron Robins,
MBA. Founder and Analyst, Investing for the Soul.
Fees:
offered over the web with VOIP or
phone--CDN or US$50 per person plus
13% tax (HST).
Minimum seven participants. Other fees apply for groups of twenty or
more, or where a live presenter is requested. To register and for more
information
Contact Us. |
Typical comments of past workshop participants "Great
workshop! Highly recommend it for both investors and investment
advisors alike ... This is the only workshop I know that shows
investors how to easily integrate their inner values with
investing. The way we learned to quantify those values was
terrific."
-- Frank Miotto
Financial
Advisor
"This was the first
workshop that I have attended that has provided me with a basis
of investing financially for the soul - this is a very timely
workshop."
-- Marsha
Lecour
Educator
“It's always satisfying to find
others who successfully put social, ecological and human values
into the investing equation. Keep up the good work.”
-- David
Mitchell
Real Estate
Investments
and Property
Management |
