FOR PEOPLE
AND PLANET
BRIDGING THE GAP
A MASTERCLASS IN ENGAGING FAITH-BASED INVESTORS EFFECTIVELY
CFP® CE Credit Approved
There has been a huge growth of interest in values-driven, faith-consistent investing in recent years. But all too often, lack of understanding has left a divide between investment professionals and faith-based investors. Our interactive seminars for industry professionals provide the tools and insights needed to engage effectively with the rapidly expanding faith-based investment market.
(Looking for our four-week online course on Faithful Finance for faith-based organisations? You'll find it here.)
A MASTERCLASS IN ENGAGING FAITH-BASED INVESTORS
The faith-driven investment market is expanding rapidly, with faith-based asset owners managing trillions of dollars globally. Yet many investment professionals struggle to understand and engage with faith-based investors effectively.
Traditional approaches to ethical investing often focus on exclusions, but faith-consistent investing is evolving. Today’s faith-based investors expect transformative impact, aligning their portfolios with their faith values, often prioritising the UN's Sustainable Development Goals and addressing systemic risks.
To meet this demand, financial professionals must build trust, deepen their understanding of faith values, and develop tailored investment solutions. Yet all too often, faith-based asset owners tell us of gaps in understanding, communication and experience that creates divides and leaves both sides struggling to translate religious values into actionable investment strategies
That's why we are launching a new programme of two-hour interactive, online masterclasses to help bridge this gap by equipping investment professionals with the insights, and strategies needed to serve this growing sector effectively.
'There’s a perception that the religious sector and the investment industry speak entirely different languages. Our goal is to bridge that divide and provide industry professionals with the understanding and strategies they need to engage meaningfully with this audience'
– Dave Zellner, FaithInvest Executive Chair and former CIO, Wespath
CFP® CE Credit Approved
PARTNERING WITH VALUESADVISOR AND CE CREDITS
We are delighted to be partnering with ValuesAdvisor, as co-sponsor of this Masterclass, and also to announce that the course has been approved by the CFP Board for Continuing Education credits (see more below).
ValuesAdvisor is a nonprofit devoted to helping investors, foundations, and endowments move to impact investing and to help create the world we want to see. It works with networks and organisations that support individuals and institutions wanting to align their money with their values. It provides a platform enabling organisations to find financial advisors specialising in values-aligned investing.
CFP® CE Credit Approved
For 50 years, Certified Financial Planner® certification has been the standard of excellence for financial planners. So we are delighted to announce that this course has been approved by the CFP Board for 2.0 Continuing Education (CE) credits for Certified Financial Planner™ professionals.
CFP Board CE credits offer numerous benefits: they enhance professional skills, build trust and credibility and ensure practitioners are staying up-to-date with industry changes, thus better enabling them to provide quality advice. CFP professionals are required to complete 30 CE credits every two years.
The Masterclass provides:
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2.0 CE Credits
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Download the course learning objectives and completion requirements
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After completing the course and meeting the assessment requirements, your CE credits will be reported directly to the CFP Board within 14 business days.
Faith-based investing isn’t just a niche – it’s a growing movement shaping the future of finance. Are you ready to position yourself as a leader in faith-consistent investing?
WHAT THE MASTERCLASS WILL COVER
The Masterclasses will be delivered via a bespoke, interactive, two-hour online seminar, which will include testimony from industry professionals and faith-based asset owners. Groups will be kept small to facilitate discussion and questions. For more information, download the syllabus outline (opposite).
This masterclass is designed to give investment professionals a comprehensive understanding of faith-driven investing, including:
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Faith-based investor priorities – What motivates faith-driven investors and how they approach ethical investing.
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Understanding diverse faith traditions – Recognise the differences in investment attitudes across religious groups.
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Practical engagement skills – Learn how to communicate effectively with faith-based clients and translate values into investment decisions.
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Case studies and real-world applications – Explore successful examples of faith-consistent investment approaches.
WHAT YOU WILL LEARN
By the end of this course, you will:
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Gain greater knowledge of the faith investment sector, allowing you to position yourself as a trusted advisor.
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Develop strategies to better serve faith-based investors and understand their unique financial priorities.
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Enhance your engagement skills, enabling more effective client relationships and faith-aligned investment solutions.
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Unlock new business opportunities by tapping into one of the fastest-growing sectors in responsible investing.
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Strengthen your impact investing expertise, moving beyond traditional ESG approaches to more faith-aligned strategies.
WHO WILL BENEFIT?
This masterclass is valuable for professionals working in the investment industry who want to deepen their understanding of faith-driven investing, including:
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Investment advisors and portfolio managers looking to expand their client base.
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Financial planners and relationship managers engaging with faith-based clients.
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Investment analysts seeking insights into the ethical investing landscape.
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Business development teams within financial firms looking to create faith-aligned investment solutions.
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Anyone interested in values-based finance who wants to add faith-aligned investing to their expertise.
NEXT STEPS
The Masterclasses will debut later this year and cost £500 per person. Register your interest below to be notified when the dates for each interactive seminar is released.
'Unlocking the faith-driven investment market requires trust, understanding, and alignment with ethical and financial goals. The right approach can lead to both business growth and meaningful social change.'
– Dave Zellner, FaithInvest Executive Chair and former CIO, Wespath
