Jay Pluimer Receives Certificate in ESG from the CFA Institute

Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and integrate material ESG factors into his role as an investment professional.

This badge confirms that Jay Pluimer has earned the CFA Institute Certificate in ESG Investing by undertaking up to 130 hours of study and passing a 2-hour 20-minute exam. As a holder of the certificate, the owner of this badge has learned how to analyze and integrate material ESG factors into their role as an investment professional.

The Certificate in ESG Investing is awarded by CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.

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Jay Pluimer Receives Certificate in ESG from the CFA Institute

Flourish Wealth Management

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices

The Psychology of Financial Confidence: Building Habits That Support Your Goals

Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026

Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress

The Value of Making Thoughtful and Informed Choices in Your Financial Strategy

How to Catch Up on Retirement Savings: Strategies for Late Starters

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