NAPA launches ESG certificate program

NAPA launches ESG certificate program
The training is designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.
JUL 14, 2021

The National Association of Plan Advisors has launched a certificate program designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.

The NAPA ESG Investing for 401(k) Plan Advisors Certificate Program is designed to provide the advisers with the knowledge to help employers manage their ERISA fiduciary obligations when evaluating the prudence of an ESG investment, the organization said in a release.

The three-hour online self-paced course is broken into three interactive modules covering the fundamentals of ESG, the process for evaluating these options, and how to share that information with plan sponsors, participants and prospects.

NAPA said that a recent survey of retirement plan participants in plans that did not currently offer an ESG option found that 69% said they would — or might — increase their overall contribution rate if they had access to ESG options.

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