Sustainable Personal Finance for Climate Impact

A four-week online course designed to help sustainability professionals level-up on their impact investing and climate-related financial education. Explore how sustainable finance has transformed how portfolios are constructed and managed and learn how this might align to your personal finances (or your company’s), including banking, insurance, and investments with action on climate change.

The course starts July 29, 2024
Enrollment closes July 28, 2024

Live sessions: Mondays from 1:00-2:30pm PT

Course level: Introductory

About this course

This course equips you with the knowledge to confidently assess how financial platforms—such as banking, insurance, and investments—can be managed against environmental and social goals.

 

You will learn how money flows through the capital markets, the basics of investing, the principles of sustainable finance, and how to connect these concepts to identify opportunities (for you or your company) within today’s financial landscape. Specifically, you will leave this course knowing how banks deploy deposits, how to ensure that they are invested responsibly, and how you might influence these investments, as well as what your insurance company invests in and how you can influence those investments. The course will also cover the feasibility of investing sustainably in retirement plans or brokerage accounts to achieve environmental or social impact while still earning a market rate of return.

 

By the end of the course, you will have practical steps on how to align finances to environmental and other social causes, whether for your career development or for your own personal goals.

Who is this program for?

Climate-conscious individuals and professionals ranging from sustainability managers to business and non-profit professionals, financial advisors to individual investors, and more, who want to:

What climate skills you'll learn

Understand capital markets

Learn how money flows through channels and institutions and who the key decision-makers are

Sustainable investing and finance

Grasp the principles of values-based and impact-investing and the role of ESG and activism in finance

Assess financial service providers

Locate sources of sustainability data for financial institutions and use it to assess their sustainability profile critically

Wield your financial influence

Discover practical ways to align your personal finances with climate impact, and opportunities to engage key decision-makers in organizational settings

FREE EVENT

The climate impact of investor capital

Are you concerned about how investment capital affects climate change and how to reduce negative impacts? Join us for this engaging discussion on the current state of sustainable investing, how the US election may affect that state, and why the different political parties are taking their respective positions on the matter. Leave with a few actions that you can take.

The Terra.do difference

Live lab groups

You will meet weekly with the instructor and fellow learners to share perspectives

Skills-based learning

You will engage in individual real-world assignments to immediately apply the skills you’ve learned

Personalized attention

Meet with the instructor 1-on-1 and get individualized feedback on your assignments

Asynchronous and synchronous learning

Flexible learning options to fit your learning style

Meet the course creator

Chad Spitler

Founder and CEO of Third Economy

Chad Spitler is the Founder and CEO of Third Economy, a sustainable investment research and advisory firm. With over 25+ years of experience building sustainable investment capabilities and corporate sustainability strategies, Chad was recognized by the National Association of Corporate Directors (NACD) as one of the 2020 Directorship 100 Governance Professionals. Formerly a Partner at PJT CamberView, Chad and his team helped public companies develop engagement strategies with their investors particularly around complex or contested shareholder matters.

 

He is most widely known for his role in helping to build what are now BlackRock’s Investment Stewardship, Sustainable Investing and Corporate Sustainability teams. As a Managing Director at the world’s largest asset manager, Chad led the team responsible for analyzing how environmental, social and governance (ESG) factors may impact financial performance, and integrated that analysis into product development, proxy voting and corporate engagement.

 

His work helped facilitate billions of dollars of capital into sustainable investments and catalysed public companies to integrate long-term thinking into their business strategies. Chad is a member of the Dean’s External Advisory Board of the University of Michigan’s School for the Environment and Sustainability. He is an Adjunct Professor at San Francisco State University and Presidio Graduate School, and holds an M.A. from the University of Colorado, Boulder and a B.S. from the University of Michigan, Ann Arbor.

Course schedule

Week One: Introduction to capital markets
  • Readings/viewing: How your money flows from your pocketbook throughout the capital markets, The roles of key financial players in making investment decisions
  • Assignment: Identify the financial institutions in your life, their key decision-makers, and their motivations/incentives for considering sustainability
  • Readings/viewing: The basics of investing, including stocks, bonds, mutual funds, ETFs, asset allocation, and benchmarking, The basics of sustainable finance, including values-based, impact, analysis of ESG, and activism
  • Readings/viewings: Financial sustainability data and reporting and how to find the information
  • Assignment: Conduct an analysis of the sustainability profile of the financial institutions from the previous assignments
  • Readings/viewings: Individual research for final assignment
  • Assignment: Research alternative financial institutions and prepare your plan to approach your financial organizations to affect change

Pricing and expected commitment

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Frequently asked questions

The course is four weeks long and will be offered from Jul 29 to Aug 19, 2024. Live sessions will run on Mondays from 1-2:30pm PT and are structured with 60 minutes of content delivery and 30 minutes of discussion. Attendance is strongly encouraged, but recordings will also be made available.

People who are passionate about the environment or social causes and seeking to ensure that the financial institutions that they use in their day-to-day lives align with those passions will benefit most from this course. Individuals who see this course as a practical and hands-on learning experience will benefit most, as there will be many opportunities to evaluate their own financial providers and decide whether to engage them for change or change providers altogether.

Yes. No prerequisites are required for this course, and we welcome participants from all backgrounds and regions worldwide to participate.

Several organizations have learning or professional development budgets for their employees. We encourage you to enquire about and utilize this budget to attend the course. Terra.do will help you get reimbursed for the course by providing an invoice, a certificate, and any other documentation you need. If you have approval from your company, we can also arrange for your company to pay directly.

We expect to run more cohorts given ongoing demand for this course.

Financial aid is not available for this course.

If you have a question about this course that isn’t covered in the FAQ, please email us at finance-climate-impact@terra.do.

Learn the skills to work on climate