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’s Included?
This Strategic Toolkit gives advisory firms a structured, practical approach to strengthen sustainability policies, processes, and client engagement strategies — with tools you can put into action right away.
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🎥3 Hours of Expert Video Content – Concise, expert-led video lessons guiding you step-by-step through the toolkit with deeper insights.
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📘Comprehensive Guide – Essential topics like policy integration, client engagement, and regulatory alignment.
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📝Firm-Level Checklists – Evaluate your firm’s current approach and uncover actionable improvements.
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📑Glossary of Key Terms – Clarify core sustainability concepts and terminology with ease.
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♻️Lifetime Access to Updates – Stay ahead of evolving regulations and best practices with free ongoing updates.
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💡We Value Your Input – Share your firm’s challenges and we’ll integrate them into future editions for maximum relevance.
Course Structure at a Glance
This course is grouped by the sections listed below, supporting firms in developing a holistic approach to integrating sustainability across all aspects of the advisory process.
Content
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How to use this platform
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Integrating Sustainability in Investment Advice - Edition 1
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Responsible Investment Policy
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RI Policy Checklist
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Stewardship
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Stewardship Checklist
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Sustainability
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Sustainability Checklist
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About this course
- €295,00
- 37 lessons
- 3 hours of video content
Trusted by Those Who Advise Advisors
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With so much noise surrounding sustainability in investment advice, this course provides a practical and comprehensive foundation to build genuine understanding in how to approach integrating sustainability into an advice process. It will help advisers clarify how to integrate sustainability meaningfully into their advice process — not as a regulatory tick-box, but as a living, evolving part of client conversations. It will support clearer thinking and give structure to shaping your firm’s approach in this space.
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— Mark Bradley, Ireland Head of Operations and Distribution, PMX
📘 Practical. On-demand. Affordable.
Only €295. Less than the average one-hour consultancy fee.
📁 Access the ToolkitSatisfaction 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.
Meet Your Instructor
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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