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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 simple sustainable investment portfolios using only public information and free resources. You will learn to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and develop balanced model portfolios. Additionally, you will gain experience in recording justifications, defining KPIs, and building monitoring dashboards for continuous supervision and reporting.

Elevify advantages

Develop skills

  • Design ESG rules: create clear E, S, and G standards for quick and strong screening.
  • Select sustainable assets: choose stocks, ETFs, and green bonds with solid proof.
  • Build model portfolios: put together diverse, ESG-matching portfolios in a short time.
  • Justify holdings to clients: write short, strong ESG investment explanations.
  • Monitor and escalate: follow KPIs, handle issues, and start divestment when needed.

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 say

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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