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

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.What our students say
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