Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using ESG criteria, free tools, and public data, focusing on client objectives, asset selection, portfolio construction, justification, and ongoing monitoring.

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.What our students say
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