Welcome!
RI Fundamentals for Retail Advisors is a self-paced, online course. The course can typically be completed within 10 hours. You have unlimited access to this course until you complete it.
Once you have studied the material, you will take a 90-minute multiple-choice exam composed of 50 questions. You must score a minimum of 80% to pass the course. You can access the course using the “continue” button or by selecting a lesson from the course outline below.
Earn an RI Credential
Investment professionals who successfully complete the RI Fundamentals for Retail Advisors are eligible to receive the Responsible Investment Specialist (RIS) credential.
Course Content
Module I: Introduction to Responsible Investment (RI)
Module II: RI Strategies
Module III: ESG Analysis
Module IV: Retail RI Products and Services
Module V: RI Market Trends
Module VI: Financial Performance and Risk Management
Module VII: RI Practice Management
ADDITIONAL RESOURCES
