As global initiatives work to establish ESG disclosure frameworks, the CSA provides guidance on investment fund disclosure best practices and obligations. We tell the story.

1.0 IIROC: Compliance (24-0024C)
1.0 MFDA: Business Conduct (22-0795C) MFDA Activity Number 1000000455
1.0 CSF: PDU Compliance (CSF22-05-56878)
1.0 Alberta Accreditation Committee: Life (61547)
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: Life (39504)
1.0 Insurance Councils of Saskatchewan: Life
1.0 CPA: 1.0 Verifiable Ethics CPD
1.0 FP Canada: Financial Planning
1.0 Advocis: Structured Learning

This video course explains the regulatory guidance on ESG-related investment fund disclosure - here in Canada.

Once completed, you will know:
- What “ESG” means, why it matters, and some of the common ESG investment strategies.
- What “greenwashing” is, and why it’s an issue.
- ESG-related investment fund disclosure obligations and best practices.
- Plus much more.

Happy learning!

Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.