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Sustainable Investment Course

Sustainable Investment Course
flexible workload from 4 to 360h
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 public data and free tools. 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: develop straightforward E, S, and G standards for quick and solid screening.
  • Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid evidence.
  • Build model portfolios: assemble diverse, ESG-compliant portfolios in a short time.
  • Justify holdings to clients: prepare clear, supportable ESG investment explanations.
  • Monitor and escalate: follow KPIs, handle issues, and initiate divestment 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 for the Prison System, and the course from Elevify was crucial for me to be selected.
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 valuable information.
WiltonCivil Firefighter

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