- CERTIFICATEThis certificateSustainable Investing CertificateHas been awarded toAnna Lee PottsCertificate numberDate144864328May 27, 2025President and CEO


CERTIFICATE
This certificate
Sustainable Investing Certificate
Has been awarded to
Anna Lee Potts
Certificate number
Date
144864328
May 27, 2025

President and CEO
Anna Lee Potts
The Sustainable Investing Certificate equips you with a foundational understanding of how to incorporate sustainability factors into the investment decision-making process, with a focus on environmental, social, and governance (ESG) factors. By earning the certificate, you can better support client demand and play an important role in prioritizing sustainability, ethical practices, and social responsibility.
Skills / Knowledge
- Finance
- Investment Management Strategies
- Sustainable Investing
Issued on
May 27, 2025
Expires on
Does not expire