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Sustainable Investment Course

Sustainable Investment Course
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 only public information and free resources. You will learn to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and develop balanced model portfolios. Additionally, you will gain experience in recording justifications, defining KPIs, and building tracking dashboards for continuous supervision and reporting.

Elevify advantages

Develop skills

  • Design ESG rules: develop straightforward E, S, and G standards for quick and solid evaluation.
  • Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid proof.
  • Build model portfolios: put together varied, ESG-matching 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 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 Elevify course 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
Great course. A lot of valuable information.
WiltonCivil Firefighter

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