FaithInvest’s Bridging the Gap Masterclass


FaithInvest’s Bridging the Gap Masterclass

A masterclass in engaging faith-based investors effectively.
The faith-driven investment market is expanding rapidly, with faith-based asset owners managing trillions of dollars globally. Yet many investment professionals struggle to understand and engage with faith-based investors effectively. FaithInvest – an international non-profit that supports faiths to invest in line with their values – has developed this Masterclass aimed at equipping investment professionals with insights, tools and strategies to serve this fast-growing sector. The Masterclass is delivered via a two-hour, online interactive seminar, which includes testimony from industry professionals and faith-based asset owners, and plenty of time for discussion.
FPA Advantage
FaithInvest is pleased to offer FPA members a 10% discount on our Bridging the Gap Masterclass. This interactive course is designed to equip financial professionals with the tools, language, and strategies needed to confidently serve faith-based clients. Whether you’re advising individuals or institutions, you'll learn how to align portfolios with deeply held values while maintaining fiduciary integrity and performance goals. With demand for values-based investing on the rise, this masterclass will help you differentiate your services, deepen client trust, and tap into a growing market of mission-driven investors.
Benefits
WHAT YOU WILL LEARN
By the end of the Bridging the Gap Masterclass, you will:
- Gain greater knowledge of the faith investment sector
- Be better able to position yourself as a trusted advisor
- Develop strategies to better serve faith-based investors and understand their financial priorities
- Enhance your engagement skills, enabling more effective, longer lasting client relationships
- Unlock new business opportunities in this fast-growing sector in responsible investing
- Strengthen your impact investing expertise, moving beyond traditional ESG approaches to more faith-aligned strategies.