Focus on Impact Investing Online

With a strong focus on social and environmental solutions, impact investing has altered the notion that financial advisors should solely seek financial gain for their clients. Impact investing proves that advisors can be mutually successful aligning investments with social achievements that can better our lives and planet. Introducing an Impact Investing video bundle, comprised of the most highly-rated conference sessions from the 2016 Focus on Impact Investing event in San Francisco. Whether you missed the conference or just couldn't make a session, now you can join us online for a focus on impact investing. Hear some of the most esteemed minds in the industry discuss the latest trends and explore new thinking about this powerful investing strategy. Earn continuing education credit online anywhere, anytime—conveniently from your desktop or device.

Registration type

Registration Fee


IMCA Member



Join and Learn1



1 Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.

Continuing Education (CE) Credit: This online educational opportunity has been accepted for up to 4 hours of CIMA®, CIMC®, and CPWA® CE credit. CE is granted per session. This program is not approved for CFP® CE credit.

Availability: CE Bundle: Focus on Impact Investing Online is available for purchase through April 15, 2017, and available for viewing through April 30, 2017.

Session Title and Description

Speaker and Bio

CE Credit

Impact Investing: What, Why and How?

Anthony B. Davidow, CIMA®, The Schwab Center for Financial Research/Margaret M. Towle, PhD,CAIA®,CIMA®,CPWA®,CAP®, Merrill Lynch/Noel Pacarro Brown, CIMA®, CPWA®, Morgan Stanley

1 hour

The Discovery Process

Glenn Kurlander, JD, Morgan Stanley

1 hour

The Way Impact Investing is Measured

Lloyd Kurtz, CFA®, Nelson Capital

1 hour

Impact Investments and Portfolio Construction

Patricia Farrar-Rivas, CIMA®, CIS, Veris Wealth Partners/Raúl Pomares, Sonen Capital, LLC

1 hour

Cancellation/Transfer Policy:
No refunds or transfers are available. This video bundle is available for viewing online through April 30, 2017. If you do not access the presentations before this date, no refund is available.

If you have any questions, please contact IMCA's Education Department at [email protected].