Why this Toolkit?

Practical

More than just theory—this toolkit provides clear, structured steps to help your advisory firm integrate sustainability effectively. Actionable checklists guide firm policies, processes, and client engagement.

Value

One purchase covers your entire firm, making it a cost-effective solution for team-wide implementation. At just €295, this toolkit delivers exceptional value as a comprehensive and evolving resource.

Collaboration

Your challenges shape our updates. Share your feedback, and we’ll integrate key insights into future editions. With lifetime access to updates, your firm will always have the latest tools and guidance to stay ahead.

What is Included?

This Strategic Toolkit equips advisory firms with a structured, practical approach to assess and strengthen their sustainability policies, processes, and client engagement strategies

  • ✅ Comprehensive Guide – Covers essential topics like policy integration, client engagement, and regulatory alignment.

  • ✅ Firm-Level Checklists – Evaluate your firm’s current approach and identify actionable improvements.

  • ✅ Glossary of Key Terms – Clarify essential sustainability concepts and terminology.

  • ✅ 3 Hours of Expert Video Content – 27 concise, expert-led videos to guide you through each section and provide deeper insights.

  • ✅ Bonus: Free 30-Minute Consultation – Receive personalized guidance to apply the toolkit to your firm’s unique challenges.

  • ✅ Lifetime Access to Updates – Get free lifetime access to updated editions of the guide and any new content added in the future. Stay ahead of evolving regulations and best practices.

  • ✅ We Value Your Input – Share your firm’s unique challenges, and we’ll aim to incorporate them into future updates. This toolkit evolves with your needs, ensuring you always have the most relevant resources.

Content

    1. How to use this platform

    1. Introduction

      FREE PREVIEW

    2. Objectives

      FREE PREVIEW

    3. Content Overview

      FREE PREVIEW

    1. Integrating Sustainability in Investment Advice - Edition 1

    1. Responsible Investment Policy

    2. RI Policy Checklist

    1. Stewardship

    2. Stewardship Checklist

    1. Sustainability

    2. Sustainability Checklist

About this course

  • €295,00
  • 37 lessons
  • 3 hours of video content

📘 Practical. On-demand. Affordable.

Only €295. Less than the average one-hour consultancy fee.

 📁 Access the Toolkit 

Satisfaction Guaranteed

We stand behind the quality of our content.
If you’re not satisfied, just let us know within 14 days of purchase and we’ll issue a full refund — no questions asked.

🌟 Early Access Bonus

Purchase today and receive a FREE 30-minute consultation to help tailor the toolkit to your firm’s needs.

This bonus is available to a limited number of firms — while spots last.

Meet Your Instructor

Vincent McCarthy

Vincent McCarthy, CFA

Recognising the need for practical education in the area of responsible investment, Vincent established the Responsible Investment Institute® in 2019, offering courses for advisors, trustees, and other stakeholders.

He began his career as a stockbroker in San Diego in 2005 and has over 20 years of experience advising high-net-worth individuals and institutions across the United States, Ireland, and Latin America.

Inspired by his impact investing work in Guatemala in 2017, Vincent founded CoTerra Impact and later ESG Ireland® to drive change in responsible investing. Publications include The ESG Factor Magazine and The ESG Factor Podcast.

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Start Strengthening Your Firm’s Approach Today! Take action now to integrate sustainability effectively.

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