Impact Investing 101: Learning the Basics to Find the Right Financial Advisor

From understanding your unique money story to pinpointing what truly matters, delving into impact investing basics, and finding the perfect financial expertise – we've got you covered.

  • Explore Your Money Story

    Dive into the roots of your financial decisions. Understand the narrative that shapes your money choices, providing insights crucial for aligning your investments with your personal journey.

  • Clarify Your Values

    What truly matters to you? Discover the core values that define what's deeply important to you.

  • Learn Impact Investing Basics

    Explore how your investments can go beyond financial returns to make a positive difference in the world.

  • Find the Right Expertise

    Discover how to find the perfect match for your values-aligned goals. Learn key criteria for selecting experts who understand and support your unique financial and impact vision.

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Course curriculum

  • 1

    Introduction: What will you learn in this course?

  • 2

    Section I: Explore Your Money Story

  • 3

    Section II: Identify what is important to you

  • 4

    Section III: Learn about the Impact Investing Field

    • The basics of impact investing

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    • What do I own: Taking Stock

    • To print: Definitions of asset classes and types of impact

    • Asset classes and impact investing

    • Types of impact

    • To print: Values IPS Worksheet

    • Write a values Investment policy Statement
  • 5

    Section IV: Find the Right Financial Expertise

    • Implementation: What this section includes

      FREE PREVIEW

    • Do I need a financial advisor?

    • How to evaluate an advisor's impact expertise

    • How to find a new advisor with impact expertise: ValuesAdvisor

    • If you have an existing advisor and want them to learn about values aligned investing

    • Lower cost options: Roboadvisors

    • Do you want to do the research yourself?

    • Retirement accounts

    • Join a group and learn in community

    • Words of encouragement

    • Make a commitment to move forward
  • 6

    Resources

    • Impact Terms

    • Learn more about impact investing

Instructor(s)

Instructor

Kate Simpson

Kate is the Co-Founder and Head of Outreach for ValuesAdvisor, an online platform that helps investors find a financial advisor who specializes in values-aligned investing. She's also a trained life coach, teacher, and Co-Author of Take Two: A Journal for New Beginnings, a journal published by Chronicle Books that helps people build emotional resilience. With more than 20 years of experience in the impact investing field, Kate brings her 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. Kate now offers guidance and expertise to individual investors through her online course “Invest With Purpose” Course, consulting, and workshops with organizations like ValuesAdvisor, Invest For Better, and Silicon Valley Venture Partners. Kate holds a master's degree from Stanford University. She lives in Maine with her partner and three kids and spends as much time as possible in nature.

Pricing options

Free course access. Sign up for individual coaching session $150 hour.