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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 solid sustainable portfolios using just public information and free resources. You will discover how to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and put together balanced model portfolios. Additionally, you will gain experience in recording justifications, defining KPIs, and developing 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 screening.
  • Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid proof.
  • Build model portfolios: assemble varied, ESG-compliant portfolios in a short time.
  • Justify holdings to clients: prepare clear, strong 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 of 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 the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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