Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using accessible resources, 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 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.What our students say
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