By the end of the Core Curriculum, participants will have:

  • Joined a safe trusted space to share their money stories, aspirations, concerns, and successes
  • Understood – perhaps for the first time – how they are currently invested, why they are invested that way, and how they can improve the financial and social impact of their portfolios
  • Learned about new ways of investing, explored values-aligned opportunities, and discussed the best ways to take advantage of these options
  • Completed a simplified Investment Policy Statement that articulates the values and strategies they want to incorporate in their investments in the future
  • Committed to the next steps they will take to move from knowledge to action