Catholic Investment Certification Creates New Selling Opportunities For
Professional Investment Advisers
The world is changing; especially for investment advisers, as more and more investors... your clients...
embrace social responsibility as part of their personal investment strategy. No longer is it someone else's job to do the
right thing, as Americans of all political manner, race and religions, recognize that they have the power to make a difference,
as well as a profit by employing a personalized socially responsible investment strategy.
these new ideas come new challenges and opportunities for professional investment advisers. What are these new strategies
and how can you best help your clients achieve their socially responsible investment goals? Catholicinvesting.com has the
answers, along with the training, and the unique benefits of becoming a Certified Catholic Investing Practitioner.
Expand your opportunities by supporting your client's mission to make a difference
and make a profit.
Today, it seems
everyone has a mission. For some it's green, for others it is human rights, or pro-life, or violence in the media, or any
one of a dozen other worthy causes. Your job as an investment advisor is to guide your client through these complex issues,
while preserving a sound investment strategy. Frankly, it's not easy. Simply understanding the holdings of giant multinational
corporation and whether or not they comply with your client's mission is an enormous job, but rejecting your client's mission
off hand is a bad idea, especially if you want to keep them as a client.
Certified Catholic Investment Practioner you'll have the training and the tools to be a pro-active partner to your client's
mission. Once you've completed the training program, you'll have membership in the Association for Catholic Investing and
the Financial Advocacy Network (FAN). You'll also receive regular updates on success stories in changing corporate behavior
that you can then share with your clients. Ultimately, you and your clients will have the opportunity to participate in shareholder
advocacy alongside other financial professionals.
To support your clients and
your business, you'll have the access to FAN resources, including the ability to search for accredited business. There
are also dozens of case studies documenting the investor success working with major corporations such as BankAmerica,
Wal-Mart, Marriott, Citibank, Apple and dozens of others in support of Catholic values.
a Certified Catholic Investing Practioner, you and your clients will share in success and gratification of making a real difference
on some of the most important issues of our time. Just as importantly, you and your clients will have the ability to make
smart investment decisions that support your client's mission.
Because a major success strategy is to engage rather than simply exclude (screen
out) corporation for failing to meet Catholic standards, your hands as an investment adviser are almost never tied. Our goal
is to make a difference, so making a recommendation to divest in a corporation is always your last option, not the first.
Members of FAN can use your shareholder position as a platform to be heard by the board
of directors and other shareholders whether through organized communications or through proxy voting. We research, we negotiate,
we reason and present the facts that doing the right thing and doing the smart thing are one and the same.
As a Certified Catholic Investing Practioner you will be part of the Financial Advocacy Network and therefore
an important team member advocating Catholic values in the boardrooms of corporate America. FAN successes are your successes.
The Tangible Benefits
Plain and simple, you will expand your business
opportunities by supporting your client's mission. By becoming a Certified Catholic Investing Practioner, you can promote
to your Catholic clients and tap into over $2 trillion under management in the U.S. with a Socially Responsible mandate.
As investors begin re-entering the market and looking for advisers, this membership can help set you apart. If
you listen to the marketplace you hear how more and more investors agree with values investing in theory and would like to
participate, but are not sure where or how to begin. You can show them. You can articulate a vision, and provide concrete
steps to these investors, and in doing so, create a significant point of differentiation.
You will be provided
an opportunity to solicit individuals as well as Catholic organizations. Flying the Certified Practioner FAN logo on your
business cards, website and brochures, you will have an expanded strategy and a unique opportunity to approach new clients
that wish to support their Catholic values.
Becoming an accredited
Certified Catholic Investing Practioner is a sound business decision for any investment adviser because, as you'll discover
during training, doing the right thing and doing the smart thing are one and the same. Research study after research study,
year after year, confirm that a socially responsible investment strategy is good business, and when all is said and done,
equally as effective as any "profit only" driven investment strategy.
does require a commitment to Catholic values and an understanding of the principles supported by the US Catholic Bishops.
To accomplish this task the Association for Catholic Investing has designed a 90-minute training via webinar that provides
you with an overview of the principles, tenets and strategy behind Catholic values investing as used by the United States
Conference of Catholic Bishops.
You'll learn about investing principles put forth by US Catholic
Bishops, and how they apply to portfolio management, as well as the current state of Socially Responsible Investing. You'll
also learn the specific responsibilities of Catholics in regards to wealth management and investments.
The training delineates specific actions and opportunities that are available to help modify corporate behavior,
as well as specific corporate issues of concern - and how to appropriately respond as an investor. There are strategies and
tactics for every action accompanied by tangible examples of success.