Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using free tools and public data, focusing on ESG integration, asset selection, portfolio construction, client communication, and ongoing monitoring.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Sustainable Investment Course provides a straightforward, hands-on approach to creating effective sustainable portfolios using publicly available data and no-cost tools. You'll discover how to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and assemble balanced model portfolios. Additionally, you'll gain experience in recording justifications, defining KPIs, and developing tracking dashboards for continuous monitoring and reporting.
Elevify advantages
Develop skills
- Design ESG rules: develop straightforward E, S, and G standards for efficient and solid screening.
- Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid proof.
- Build model portfolios: put together varied, ESG-compliant portfolios in a short time.
- Justify holdings to clients: prepare clear, supportable ESG investment explanations.
- Monitor and escalate: follow KPIs, handle issues, and initiate divestment when needed.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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