Sustainable Investment Course
This course equips you with practical skills to build and manage sustainable investment portfolios using public data and free tools, focusing on ESG integration, asset selection, portfolio construction, client justification, and ongoing monitoring.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Sustainable Investment Course provides a clear, practical framework to construct concise sustainable portfolios using only public data and free tools. Learn to define client goals, establish ESG and ethical guidelines, select stocks, ETFs, and green bonds, and build diversified model portfolios. You will also practice documenting rationales, setting KPIs, and creating monitoring dashboards for ongoing oversight and reporting.
Elevify advantages
Develop skills
- Design ESG rules: build clear E, S and G criteria for fast, robust screening.
- Select sustainable assets: pick stocks, ETFs and green bonds with evidence.
- Build model portfolios: create diversified, ESG-aligned portfolios in hours.
- Justify holdings to clients: write concise, defensible ESG investment cases.
- Monitor and escalate: track KPIs, manage controversies, trigger divestment.
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.What our students are saying
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