Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using free tools and public data, focusing on ESG integration 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 focused sustainable portfolios using just public information and no-cost tools. You'll learn to identify client objectives, establish ESG and moral guidelines, choose shares, ETFs, and green bonds, and assemble varied sample portfolios. Additionally, you'll gain experience in recording justifications, defining KPIs, and developing tracking dashboards for continuous supervision and updates.
Elevify advantages
Develop skills
- Design ESG rules: create straightforward E, S, and G standards for quick, solid evaluation.
- Select sustainable assets: choose shares, ETFs, and green bonds backed by proof.
- Build model portfolios: put together varied, ESG-matching portfolios in a short time.
- Justify holdings to clients: prepare brief, solid ESG investment explanations.
- Monitor and escalate: follow KPIs, handle issues, and initiate sales 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 workloadWhat our students say
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