Wealth Management B-Corporation Certification Plan

Closed
Main contact
Amida Wealth Advisors
Miami, Florida, United States
Founder & President
3
Project
Academic experience
50 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Market research Law and policy
Skills
wealth management environmentalism operations governance
Details

To achieve B-Corporation certification, our company must receive a minimum score on social and environmental performance. This is an online assessment that is overseen by the independent body that certifies B-Corporations (the B Lab). The assessment covers our entire operations and measures our impact in governance, workers, community, the environment, as well as our products and services. We also must integrate sustainability commitments to stakeholders into our governing documents.

Project focus should include:

  • An assessment of our current score, which will allow us to identify our areas for improvement.
  • A strategy plan, based on the score assessment, that identifies the areas in which we need to improve performance to achieve the threshold score for B-Corporation certification.

The final project deliverable is a 10-page written report detailing our current score, areas for improvement, and a strategy plan for meeting the B-Corporation certification requirements.

Deliverables
No deliverables exist for this project.

About the company

Company
Miami, Florida, United States
2 - 10 employees
Banking & finance, Business & management
Representation
Women-Owned

Welcome to Amida Wealth Advisors. Our mission is to Transform YOUR VISION OF WEALTH®. To help you pursue your goals while living the life you desire. Ensuring you are building habits that lead to happiness through a successful career, wise investments, good health and loving relationships. Finding that flow and harmony is how we create a life of abundance. We call this wealth-being.