Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using ESG principles and free resources.

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.What our students say
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