Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using accessible resources, focusing on ESG integration, asset selection, portfolio construction, justification, 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 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.What our students say
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