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Sustainable Investment Course

Sustainable Investment Course
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 workload
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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