About
This introductory training to faith-consistent investing (FCI) explores the practical steps to translate your faith values (or a client's faith values) into investment management principles. As you work through this training, you will gain a deeper understanding of the principles of FCI and how to apply them. You will discover how to: – Identify your faith values as they pertain to investment – Analyse your IP&G to see how well they align with these values – Identify any gaps or misalignments in your IP&G – Create a process to review and realign these gaps or misalignments – Begin the process of updating your IP&G – Identify where you need support to bring your FCI goals to fruitiom By the end of this training, you will have gained a deeper understanding of the principles of FCI and how to apply them. If you have taken this training as part of an internal review of your investment policies, you will have also established and built new relationships between bursar, finance committee and investment manager.
You can also join this program via the mobile app. Go to the app