Sustainable Investment Course
This course equips learners with practical skills to build and manage sustainable investment portfolios using ESG criteria and free tools.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Sustainable Investment Course provides a straightforward, hands-on framework to create solid sustainable portfolios using just public data and free tools. You'll learn to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and develop varied model portfolios. Additionally, you'll 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, solid screening.
- Select sustainable assets: choose stocks, ETFs, and green bonds backed by solid evidence.
- Build model portfolios: put together diverse, ESG-focused portfolios in a few hours.
- 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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