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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 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 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 chosen.
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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