Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

How do you talk with your clients about sustainable investing?
What does the investment planning process look like? Then how do you recommend and/or implement sustainable investment portfolios for your clients?
How can sustainable investing impact your business?

Access the related resources from this podcast:

Vert Asset Management – expand your understanding of sustainable investing
Vert’s position paper, 'Sustainable Investing: From Niche to Normal’
Investment planning resources (from the AICPA PFP Section)
Investment planning certificate, part of the PFP certificate program

Don’t miss the other episodes in this series:

What is sustainable investing?
Why is it important for your clients?
How can you advise your clients?

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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Sustainable investing: How can you advise your clients? (Part 3 of 3) {PFP Section}

AICPA Personal Financial Planning (PFP)