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Daylight: Impact Investing Certificate

Help clients align their portfolios with both financial returns and social impact

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Grow my wealth
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The Impact Investing Certificate is designed for financial advisors, attorneys, CPAs, and philanthropic advisors who want to develop fluency in this growing field. The curriculum moves from core concepts through real-world implementation — covering market dynamics, regulatory considerations, investment vehicles, and how impact strategies can complement traditional philanthropy.

Through case studies and insights from experienced practitioners, you’ll gain practical tools to help clients explore impact investing while staying focused on financial objectives. The program includes 6.5 CE credit hours for CFP®, CAP®, CFRE, CSPGCM, CPWA®, CIMA®, and RMA® designations. With client demand for values-aligned investing growing, this certificate positions you to lead those conversations confidently.

Outcomes

  • Explain core impact investing concepts to clients
  • Identify client opportunities for impact strategies
  • Address common client concerns about performance
  • Integrate impact investing into your advisory work

What's included?

  • 6 Course Modules

    Covers fundamentals, asset classes, the philanthropy connection, place-based solutions, due diligence and ethics, and impact investing through DAFs.

  • Practitioner Perspectives

    Insights from industry experts with 15+ years of experience structuring and measuring the real-world impact of investments.

  • CE Credits

    6.5 CE credit hours eligible for CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, and CSPGCM designations upon completion.

Who is this for?

  • Financial advisors new to impact investing or looking to broaden their knowledge
  • Philanthropic advisors who want to extend their toolkit beyond traditional giving vehicles
  • Attorneys and CPAs advising clients on values-aligned wealth strategies
  • Advisors serving clients who increasingly prioritize social and environmental outcomes

About the creator

Dien Yuen picture

Dien Yuen

CEO of Daylight | Philanthropic Advising Educator & CGP Hall of Fame Inductee

I’ve spent the last two decades at the intersection of wealth management and philanthropy, working to build a field that takes advising seriously. Before founding Daylight, I established the Center for Philanthropy and Social Impact at The American C...

Daylight: Impact Investing Certificate | Circle Discover