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.

Shareholder engagement succeeds in pushing corporate changes

Latest News

CAIS embeds Claude AI into advisor workflows for alternatives intelligence
CAIS embeds Claude AI into advisor workflows for alternatives intelligence

The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.

FINRA puts structured product supervision under the microscope
FINRA puts structured product supervision under the microscope

The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.

RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm
RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm

Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.

Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA
Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA

Matt Gellene shares the bank’s latest research on how young adults are managing their finances.

For most advisors, AI goes from threat to competitive necessity
For most advisors, AI goes from threat to competitive necessity

Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline