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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 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.
Workload: between 4 and 360 hours

What our students are saying

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

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