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Find a Values-Aligned Advisor Course- 2025

May 1, 2025 at 1:00 pm - 2:30 pm EDT

LIVE MEETING DATES:
  • Thursday – May 01, 2025
  • Thursday – May 22, 2025
  • Thursday – June 12, 2025

LIVE MEETING TIME:

  • 10:00 – 11:30 am PT | 1:00 – 2:30 pm ET

 

PRICING AND REGISTRATION:

Non-members and 2025 Free Members: $125  |  Signup Here

2024 IFB Basic Members*: (25% off)|  Signup Here

2024 IFB Premium Members*: Free  |  Signup Here

      *Those who purchased or renewed this level of paid membership in May-December 2024

 

COURSE CONTENT:

Missed the course description? View it HERE.

 

COURSE LEADER:

Kate Simpson, Co-Founder & Head of Outreach, ValuesAdvisor

Kate co-founded ValuesAdvisor, a non-profit platform to connect investors with values-aligned financial advisors. Since first working in the impact investing field in 1992, Kate has been interested in helping investors use the power of their investment capital to positively influence social and environmental issues. Kate brings an understanding of the power of resilience, knowledge of the impact investing field, and formal training in education to help investors of all backgrounds learn to align their investments with their values. In 2020, Kate developed and co-authored “Take Two: A Journal for New Beginnings” published by Chronicle Books to help people deepen their resiliency skills. In 2022, Kate launched the Take Two “Invest Your Values” course, a self-directed online course to help empower investors with the knowledge to start aligning their investments with their values.

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