ESG investment Course
This course provides hands-on training in ESG investing, covering portfolio construction, fund analysis, data application, policy design, and client communication within U.S. regulations.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The ESG Investment Course equips you with practical tools to design and manage ESG portfolios confidently. You will learn essential frameworks, metrics, and ratings, and apply them to real-world fund selection, asset allocation, and risk management. Develop ESG client profiles, compare products, steer clear of greenwashing, and produce straightforward reports and pitches that clarify performance, impact, and trade-offs within a U.S. regulatory framework.
Elevify advantages
Develop skills
- Build ESG portfolios: swiftly combine ETFs, green bonds, and active funds.
- Analyse ESG funds: read labels, SFDR disclosures, and identify greenwashing risks.
- Apply ESG data: utilise ratings, KPIs, and carbon metrics in practical decisions.
- Design ESG policies: establish exclusions, stewardship rules, and risk controls quickly.
- Communicate ESG value: explain trade-offs, impact, and performance to clients.
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 workloadWhat our students say
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