For investment professionals and firms--a
unique workshop to orient their clients/staff to personal values
Ethical Investing (3 hours)
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 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:
staff learn about ethical and personal values values based
investing in your environment.
to better understand the personal values of your clients and
staff with regard to investments.
Offers you a
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
investment advisor towards selecting appropriate, and
- Gain knowledge of how to use the ’Robins
Life-Benefiting Scale.’ The Scale enables users to assess
potential investments according to their own personal
(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.)
MBA. Founder and Analyst, Investing for the Soul.
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
Typical comments of past workshop participants
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
-- Frank Miotto
"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
“It’s always satisfying to find
others who successfully put social, ecological and human values
into the investing equation. Keep up the good work.”