Intentional Pathways
Integrating Purpose into Advisory Practice
Intentional Pathways is a specialized curriculum designed for financial advisors and wealth managers.
The program equips professionals with the tools to integrate intentional investing into client portfolios, aligning financial goals with long-term values.
Why Intentional Pathways?
Advisors today face a generational shift: investors are demanding that their money reflect their values. Traditional ESG approaches are no longer enough.
Clients want to see clear links between their portfolios and real-world outcomes.
Intentional Pathways bridges this gap, giving advisors both the knowledge and the confidence to integrate intentional investing into advisory practices.
WHAT YOU’LL LEARN
KEY LESSONS
The curriculum introduces advisors to intentional investing fundamentals and practical strategies for implementation.
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Understanding how intentionality creates value for all stakeholders.
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A historical overview of ESG and the evolution toward SDG alignment.
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How impact measurement frameworks and sustainability standards work in practice.
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Insights into shifting demand across generations.
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Practical tools for portfolio design, branding, and client engagement.
PROGRAM STRUCTURE
Format
Video content, exercises, and practical applications
Community
Foundational. Suitable for advisors at any stage of their practice
Outcome
Advisors gain a framework for aligning portfolios with client values, while building trust and differentiation in the marketplace.
Duration
5 lessons
(self-paced modules + activities)
WHO SHOULD JOIN?
Financial advisors and wealth managers seeking to integrate purpose-driven investing.
Investment professionals transitioning toward impact and ESG roles
Practice leaders aiming to position their firm in the growing sustainable finance market
AVAILABILITY
Launching soon.
Advisors who complete Intentional Pathways walk away with a clear framework for integrating intentionality into their practice — strengthening client relationships and building for the future of finance.
* Individuals, schools, and employers can express interest in early access.