Global RI Training: The PRI Academy

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The PRI Academy is the leading global provider of responsible investment training, and we are pleased to partner with the United Nations-supported Principles for Responsible Investment (PRI) to provide this leading-edge training in Canada.

Investment professionals are increasingly recognizing that responsible investment (RI) is an essential part of good investment practice resulting in better, smarter investment decisions. It is crucial to understand how environmental, social and governance (ESG) factors affect shareholder and stakeholder value. Demand for professional ESG training is rising.

The PRI Academy meets this demand. The Academy provides investment advisors, managers, analysts and other investment professionals with industry-leading training on ESG issues that impact company performance, shareholder value, and investment decisions.

Three courses to enhance your skills and grow your business:

*RIA members receive a 20% discount on course fees. This special discount may not be combined with other promotional offers. 

RI Fundamentals

A short, 3-hour training course designed for professionals across the business spectrum who want an insight in to responsible investment (RI). The course delivers the business case for RI and introduces new ideas to traditional investment approaches.

The course explores the key principles of responsible investment, uses real life case studies to illustrate the materiality of ESG issues in business, introduces strategies for identifying and managing new approaches to ESG, and identifies sustainability data in financial modeling.

Eligible for 3 CFA CE credits, 3 Advocis CE credits, 3 IIROC CE credits, and 3 FPSC CE credits.

Regular $500. RIA Members pay $400.

RI Essentials

The course RI Essentials course offers a comprehensive examination of responsible investment (RI). It provides foundational and in-depth training on the identification and implementation of environmental, social and governance (ESG) factors into investment decision making.

The course, which takes 10 – 15 hours to complete, explores the key principles of responsible investment, uses real life case studies to illustrate the materiality of ESG issues in business, introduces strategies for identifying and managing new approaches to ESG  risk, and identifies methods for integrating sustainability data into financial modelling.

Eligible for 10 CFA CE credits, 10 Advocis CE credits, 10 IIROC CE credits, and 10 FPSC CE credits.

Regular $1,245. RIA Members pay $996.

RI Enhanced Financial Analysis

RI Enhanced Financial Analysis is the PRI Academy’s advanced course, which explores and examines the use of sustainability data in fundamental investment analysis and stock valuation. In order to do so the course, taking 6 – 8 hours to complete, works through a series of topics that help to identify the critical environmental, social and governance (ESG) issues relevant to sustainability performance, key drivers, and overall financial outcomes.

The course aims to provide candidates with a detailed understanding of the place of sustainability in finance, and the role of ESG factors in financial decision making. Targeted at investment professionals, the course aims to build the skills necessary to identify new value drivers in financial analysis, and apply practical tools to modeling and stock valuation. 

Eligible for 6 CFA CE credits. 

Regular $1,245. RIA Members pay $996.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower