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.
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 PORTFOLIOSBUILD 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 COMMUNICATIONSBUILD
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 SUSTAINABILITYREGISTER 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 PORTFOLIOSBUILD 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 COMMUNICATIONSBUILD
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 SUSTAINABILITYREGISTER 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
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.
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