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Education Modules

The following course modules contain a course schedule with facilitator notes, a powerpoint presentation, and supplementary materials. We recommend you download the materials to your computer and modify them to suit the needs of your course.

1. Fiduciary Responsibility
In this module you will: Explore the foundations of fiduciary responsibility, examine some strategies trustees can adopt for a 21st century approach to fiduciary duties, role play alternative dialogue/ideas for pension board meetings, and study a current legal case on fiduciary issues.

• You can preview the course without downloading anything. Click here to preview.
• Download Powerpoint presentation with embedded facilitator notes
• Go to Cowan vs Scargill case study

2. Corporate Engagement and Socially Responsible Investing
In this module you will: Explore the terminology of socially responsible investing, assess your readiness as a trustee to explore responsible investing, examine some strategies trustees can adopt to advance a social, ethical, environmental and corporate governance agenda, role play alternative dialogue/ideas for pension board meetings.

• You can preview the course without downloading anything. Click here to preview.
• Download Powerpoint presentation with embedded facilitator notes

3. Social Screens: Criteria for Responsible Investment
In this module you will: Explore how non-financial criteria or social screens contribute to decision-making about pension fund investment; examine human capital indicators, global standards and ethical investment as criteria for investment; practice using social screens as decision-making tools; role play a legal case on ethical investment; brainstorm labour strategy to promote social screens.

• You can preview the course without downloading anything. Click here to preview.
• You can view a list of key terms for this module. Click here to view key terms.
• Download Powerpoint presentation with embedded facilitator notes

4. Strategically Rethinking Trustee Education
In this module you will: identify the elements of successful strategic thinking approaches; experience the SWOT process; apply a strategic approach to trustee education.

• You can preview the course without downloading anything. Click here to preview.
• Download Powerpoint presentation with embedded facilitator notes

5. Economically targeted investment: Learning responsible investment
In this module you will: Explore decision-making on ETIs; understand the language of ETI investment; role play a case study related to ETI investment; brainstorm a union strategy to promote economically targeted investment.

• You can preview the course without downloading anything. Click here to preview.
• Download Powerpoint presentation with embedded facilitator notes