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Sustainable Investment Course

Sustainable Investment Course
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.
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 chosen.
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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