Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using accessible tools and public data, focusing on ESG integration and ongoing monitoring.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Sustainable Investment Course provides a straightforward, hands-on framework to create solid sustainable portfolios using just public data and free tools. You'll learn to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and put together balanced model portfolios. You'll also get practice in recording your reasoning, defining KPIs, and building monitoring dashboards for continuous supervision and reporting.
Elevify advantages
Develop skills
- Design ESG rules: develop clear E, S, and G standards for quick and strong screening.
- Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid evidence.
- Build model portfolios: assemble diversified, ESG-focused portfolios in a few hours.
- Justify holdings to clients: prepare short, solid 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 workloadWhat our students say
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