Limited time offer! 25% off Vert's Build It Bootcamps in May. Checkout code: 22MAYMC25

Grow Your Business with Sustainable Investing 

Courses for financial advisors to integrate sustainable investing into your offering.

SEE BOOTCAMP DATES

Learn

Develop expertise and confidence in talking to clients and prospects about sustainability.

Build

Construct your ESG Model Portfolios and compelling communications to support them.

Grow

Integrate sustainability into your business development strategy with community marketing.

Ready to Start Building?

Build It Bootcamp Series

Navigate the intersection of sustainability and investments.

In this three-day course, you'll learn how to integrate ESG (environment, social, and governance) into your offering.

At the end of this course, you will have a complete sustainable investment solution.

 

Attend one, two, or all three.

Live Bootcamps
in May

Live Bootcamps
in September

May 2022

BUILD YOUR
SUSTAINABLE 
PORTFOLIOS


MAY 4, 2022

LENGTH 1.5 hours
DATES May 4, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR PORTFOLIOS

BUILD YOUR
COMMUNICATIONS
TOOLKIT


MAY 19, 2022

LENGTH 1.5 hours
DATES May 19, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR COMMUNICATIONS

BUILD
YOUR
BUSINESS


MAY 26, 2022

LENGTH 1.5 hours
DATES May 26, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR BUSINESS WITH SUSTAINABILITY

REGISTER FOR
ALL THREE


MAY 4, 19, 26, 2022

LENGTH 1.5 hours
DATES May 4, 19, 26, 2022
TIME 10-11:30am PT
COST $250
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP >

September 2022

BUILD YOUR
SUSTAINABLE 
PORTFOLIOS


SEPT 15, 2022

LENGTH 1.5 hours
DATES Sept 15, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR PORTFOLIOS

BUILD YOUR
COMMUNICATIONS
TOOLKIT


SEPT 22 , 2022

LENGTH 1.5 hours
DATES Sept 22, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR COMMUNICATIONS

BUILD
YOUR
BUSINESS


SEPT 29, 2022

LENGTH 1.5 hours
DATES Sept 29, 2022
TIME 10-11:30am Pacific
COST $99
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP FOR BUSINESS WITH SUSTAINABILITY

REGISTER FOR
ALL THREE


SEPT 15, 22, 29, 2022

LENGTH 1.5 hours
DATES Sept 15, 22, 29, 2022
TIME 10-11:30am PT
COST $250
  *Limited to 15 participants.

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

SIGN UP >

WHO WILL BENEFIT

Investment Teams

Who need an ESG offering that complements their existing portfolios.

Client-Facing Advisors

Who want get better at speaking to clients about sustainability.

Business Developers 

Who want to attract new business with sustainability.

"This workshop has been immensely helpful to solidify our position and thoughts around ESG.”

– Jake Weber, Willow Creek Wealth Management

WHAT YOU'LL LEARN

Join our three-day interactive course, where you will:

Build Your
Sustainable Portfolios

Learn the tools you need to find, research, and select investments to build or improve your Sustainable Portfolios.

  • Define your Offering among ESG, SRI, Impact and Philanthropy: Choose what to offer to who and in what circumstances.
  • A Framework for Evaluating ESG Funds and Managers: Use this tool to choose the best investment solutions for your business.
  • How to use ESG Research Tools: Learn how to narrow your short list of fund and ETF candidates down.

Build Your Communications Toolkit

Be able to describe your sustainable investing offering in a clear, compelling, and confident manner to clients and prospects.

  • How to Start a Conversation about Sustainable Investing: Explain why you offer sustainable investing and why now.
  • Your Definition of Sustainable Investing: Explain to clients and colleagues what the different types of sustainable investing are all about.
  • Your Sustainable Investment Philosophy: Answer client questions with messages that reinforce your investment philosophy.

Build Your
Business

Know how to set up your firm to grow with Sustainable Investing.

  • Walk the Talk:  Use this framework to define your business in sustainable terms so you can demonstrate your commitment.
  • Understand the Sustainable Investor:  Learn what motivates the sustainably minded person and how to connect with them.
  • Community Marketing:  Attract prospects and referrals to your firm with your sustainable investment offering.

ADDITIONAL RESOURCES

(available as a separate purchase - Essential Gear Pack)

Position Paper

Adopt or adapt our White Label paper on Sustainable Investing to use as your own.

Client Presentation

White Label Slides to build your own story.

ESG Research File

The top ten research papers on ESG investing.

IPS Templates

Use our templates to document your clients choice for sustainability.

Example ESG Model Portfolios

Review 6 sets of Model ESG portfolios for ideas and inspiration.

Roll Out Strategy

Use this framework to successfully launch your solution.

Your Course 
Instructors

Our instructors have decades of experience working at the intersection of finance and sustainability.

Sam Adams

With over 25 years of experience helping financial advisors grow their business, Sam knows what works and what doesn’t. 

He has helped hundreds of advisors in the US, UK, Europe and Australia develop their sustainable investment offering.

Sam is co-author, with Larry Swedroe, of Your Essential Guide to Sustainable Investing. Sam is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program.

Sam is a passionate alpinist, and believes capitalism can preserve his beloved mountains when enough investors embrace sustainability.

 

Sarah Adams

Sarah has been helping financial advisors integrate sustainability into their business since 2010.

She has expertise in impact investing, ESG standards and frameworks, shareholder advocacy, and sustainability certifications.

Sarah believes in human rights approaches to environmental protection and one way to do this is by building better businesses.

Sarah is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program. She also serves on the US SIF Education Committee.

Build your complete sustainable investment solution.

  • Robust ESG portfolios
  • Clear communications
  • Compelling marketing

 

If you are thinking about registering 3 or more on our course, please email us at [email protected]. You may want to consider one of our custom consulting packages.

Build It Bootcamp
May 2022

LENGTH 1.5 hours each on 3 days over 3 weeks
DATES May 4, 19, 26 2022
TIME May 4 - 10-11:30am PT
May 19 - 10-11:30am PT
May 26 - 10-11:30m PT
COST

$ 250

Learn sustainability frameworks and key concepts to build a better business.

Each day is approved for 1.5 hours of CFP® CE credits.

SIGN UP FOR ALL THREE DAYS
Questions? Contact us.

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