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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

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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