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Sustainable Investment Course

Sustainable Investment Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Sustainable Investment Course provides a straightforward, hands-on framework to create effective sustainable portfolios using only publicly available data and free tools. You'll learn to identify client objectives, establish ESG and ethical guidelines, choose stocks, ETFs, and green bonds, and assemble diversified model portfolios. Additionally, you'll gain experience in recording justifications, defining KPIs, and developing monitoring dashboards for continuous supervision and reporting.

Elevify advantages

Develop skills

  • Design ESG rules: develop clear E, S, and G criteria for quick, solid screening.
  • Select sustainable assets: choose stocks, ETFs, and green bonds backed by evidence.
  • Build model portfolios: construct diversified, ESG-aligned portfolios in a few hours.
  • Justify holdings to clients: prepare concise, sound ESG investment rationales.
  • Monitor and escalate: follow KPIs, handle controversies, and initiate 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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