Foundation Certification • 1-Day Program

Certified Associate in Sustainable Investment Management

Become a Certified Associate in Sustainable Investment Management in one day. Build a strong foundation in ESG concepts, sustainable investment strategies, and key global frameworks (SDGs, Paris Agreement, PRI). Learn how professionals interpret ESG disclosures, understand ESG ratings, and spot early signs of greenwashing—through interactive learning, quizzes, and a final assessment. Certificate awarded upon exam completion.

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ESG Foundations That Employers Expect
Learn core ESG concepts, key terminology (ESG, SRI, Impact), materiality basics, and real-world examples—built for entry-level and career-switcher learners.
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Sustainable Investment Strategies (Overview)
Understand screening, ESG integration, thematic investing, impact investing, and stewardship—plus where ESG funds, green bonds, and social bonds fit in the ecosystem.
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Frameworks, Reporting & Greenwashing Awareness
Get introduced to SDGs, Paris Agreement, PRI, and key reporting/disclosure frameworks—then learn how to read ESG reports and identify weak disclosures and greenwashing red flags.

About this course

Build Strong Foundations in
Sustainable Investment & ESG

In Certified Associate in Sustainable Investment Management, you’ll build a clear, practical foundation in ESG concepts, the sustainable investment ecosystem, and the most common approaches used by professionals—without requiring prior finance or sustainability experience.

This 1-day, interactive program includes quizzes, real-world examples, and a final assessment to help you confidently interpret ESG disclosures, understand ESG ratings, and recognize early greenwashing signals. Certificate awarded upon exam completion.

  • Understand ESG, SRI, impact investing, and sustainable finance—and how they differ in practice.
  • Learn the sustainable investment ecosystem: asset owners, managers, regulators, data providers, and products.
  • Get an overview of key strategies: screening, ESG integration, thematic investing, impact, and stewardship.
  • Read ESG reports, understand ESG scores/metrics, and identify disclosure red flags and greenwashing risks.
Certified Associate in Sustainable Investment Management course visual

There are 10 modules in this course

This curriculum is designed for entry-level professionals, career changers, and early-career finance and sustainability practitioners who want a clear foundation in sustainable investment. Each module covers ESG fundamentals, core strategies, key frameworks, reporting basics, and practical tools through examples and quizzes.

Introduction to Sustainable Investment
Module 1  •  Includes quiz
Module details

Build a clear foundation of sustainable investment. Learn what it means, why it matters for business and finance, and how the global landscape is evolving—plus the career pathways in this field.

What's included
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Concepts
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Career pathways
Quiz
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Topics covered
• Module 1
  • What is Sustainable Investment? Defining the Field
  • The Business Case for Sustainability: Why It Matters
  • Key Terminology: ESG, SRI, Impact, and Green Finance
  • Understanding Stakeholders in Sustainable Finance
  • Career Pathways in Sustainable Investment
  • Introduction to the Global Sustainable Investment Landscape
  • Module 1 quiz
ESG Fundamentals
Module 2  •  Includes quiz
Module details

Learn the building blocks of ESG. Understand environmental, social, and governance factors, how they connect, and how they show up in real-world company examples.

What's included
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Environmental
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Social
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Governance
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Topics covered
• Module 2
  • Environmental Factors: Climate, Resources, and Pollution
  • Social Factors: Labor, Human Rights, and Community Impact
  • Governance Factors: Board Structure, Ethics, and Transparency
  • The Interconnection Between E, S, and G Factors
  • Material vs. Non-Material ESG Issues
  • Real-World ESG Examples: Company Case Studies
  • Module 2 quiz
The Sustainable Investment Ecosystem
Module 3  •  Includes quiz
Module details

Understand how the sustainable investment market works. Learn the key participants, the role of regulators and data providers, and how products like funds and ETFs fit into the ecosystem.

What's included
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Market roles
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Data & ratings
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Global trends
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Topics covered
• Module 3
  • Asset Owners, Asset Managers, and Advisors
  • Role of Regulators and Standard-Setters
  • ESG Data Providers and Rating Agencies
  • Civil Society and Advocacy Organizations
  • Understanding Investment Vehicles: Funds, ETFs, and Portfolios
  • Global Market Overview: Trends by Region
  • Module 3 quiz
Introduction to Sustainable Investment Strategies
Module 4  •  Includes quiz
Module details

Learn the most common sustainable investment approaches used globally—from screening to ESG integration and impact investing—plus the basics of engagement and stewardship.

What's included
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Strategies
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Approach overview
Quiz
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Topics covered
• Module 4
  • Overview of Investment Approaches (Exclusion, Integration, Thematic, Impact)
  • Understanding Negative Screening
  • Understanding Positive Screening and Best-in-Class
  • Introduction to ESG Integration
  • What is Impact Investing?
  • Introduction to Shareholder Engagement and Stewardship
  • Comparing Approaches: When to Use Which Strategy
  • Module 4 quiz
Key Global Frameworks and Agreements
Module 5  •  Includes quiz
Module details

Understand the most important global frameworks shaping sustainable investment, including SDGs, the Paris Agreement, PRI, TCFD, and sustainability reporting standards.

What's included
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Frameworks
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Disclosure basics
Quiz
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Topics covered
• Module 5
  • The UN Sustainable Development Goals (SDGs)
  • The Paris Agreement and Climate Action
  • Introduction to PRI (Principles for Responsible Investment)
  • Overview of TCFD and Climate Disclosure
  • Introduction to GRI and Sustainability Reporting
  • Regional Regulations: EU SFDR, US SEC, and Others (Overview)
  • Framework Comparison: How They Work Together
  • Module 5 quiz
Basic ESG Analysis and Metrics
Module 6  •  Includes quiz
Module details

Learn how to interpret ESG information, understand ESG ratings, and identify common metrics and warning signs. This module also introduces the concept of financial materiality.

What's included
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Metrics
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Red flags
Quiz
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Topics covered
• Module 6
  • How to Read an ESG Report
  • Understanding ESG Scores and Ratings
  • Common Environmental Metrics (Carbon Footprint, Water Use, Waste)
  • Common Social Metrics (Diversity, Safety, Employee Satisfaction)
  • Common Governance Metrics (Board Independence, Executive Pay)
  • Red Flags and Warning Signs in ESG Assessment
  • Introduction to Financial Materiality of ESG Factors
  • Module 6 quiz
Sustainability Reporting and Disclosure
Module 7  •  Includes quiz
Module details

Learn how companies disclose sustainability information, how to read reporting statements, and how to spot common greenwashing signals using simple quality indicators and examples.

What's included
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Reports
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Greenwashing
Quiz
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Topics covered
• Module 7
  • Types of Sustainability Reports and Disclosures
  • Understanding Corporate Sustainability Statements
  • Reading Integrated Reports
  • Introduction to Greenwashing: What It Is and How to Spot It
  • Quality Indicators in Sustainability Reporting
  • Company Case Studies: Good vs. Poor Disclosure
  • Module 7 quiz
Basic Investment Concepts for Sustainable Investors
Module 8  •  Includes quiz
Module details

Strengthen core investment knowledge needed for sustainable investment roles. Learn asset classes, risk and return basics, diversification, performance metrics, and sustainable asset classes.

What's included
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Asset classes
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Risk/return
Quiz
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Topics covered
• Module 8
  • Understanding Asset Classes (Equity, Fixed Income, Real Assets)
  • Risk and Return Basics
  • Diversification and Portfolio Construction Fundamentals
  • Understanding Investment Performance Metrics
  • The Relationship Between ESG and Financial Performance
  • Introduction to Sustainable Asset Classes (Green Bonds, Social Bonds)
  • Module 8 quiz
Practical Application and Tools
Module 9  •  Includes quiz + exercise
Module details

Apply what you learned using practical tools and simple exercises. Learn how to research sustainable products, use ESG resources, assess companies, and communicate ESG topics with clients and colleagues.

What's included
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Tools
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Practical exercise
Quiz
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Topics covered
• Module 9
  • How to Research Sustainable Investment Products
  • Using Online ESG Resources and Databases
  • Conducting Basic Company ESG Assessments
  • Building a Personal Sustainable Investment Philosophy
  • Communication Skills: Talking About ESG with Clients and Colleagues
  • Practical Exercise: Comparing Two Sustainable Funds
  • Module 9 quiz
Current Trends and Future Directions
Module 10  •  Includes quiz + capstone
Module details

Explore what’s changing in sustainable investment, including emerging themes, technology, blended finance basics, and the future of regulation. Finish with a capstone to shape your own perspective.

What's included
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Trends
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Capstone
Quiz
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Topics covered
• Module 10
  • Emerging Themes: Nature, Biodiversity, and Just Transition
  • Technology and AI in Sustainable Investment
  • Blended Finance and Innovative Structures (Introduction)
  • The Future of Sustainable Investment Regulation
  • Your Professional Development Path: From Associate to Practitioner
  • Capstone Project: Developing Your Sustainable Investment Perspective
  • Module 10 quiz
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Earn a career certificate
Receive your Certified Associate in Sustainable Investment Management certificate after completing the assessment. Showcase it on LinkedIn, CVs, and internal profiles.

What learners say about this Associate-level course

Nikita Rao
Credit Analyst • Private Sector Bank (India)

“I needed a clear understanding of ESG terms and what sustainable investment actually means in daily finance work. The course explained the differences between ESG, SRI, and impact investing in a simple way. The quizzes helped me learn faster because they focus on application—not memorizing definitions.”

Sameer Kulkarni
Investment Associate • Family Office

“The ESG reports and ratings part was the most useful for me. I now know what to look for in disclosures, why ratings differ, and how to explain materiality to colleagues. For an Associate program, it’s well structured and very practical.”

Ayesha Khan
Sustainability Officer • Manufacturing Group

“I’m from sustainability, not investments. This course helped me connect ESG initiatives to investment language and stakeholder expectations. The module on the ecosystem—asset owners, managers, regulators, and data providers—made everything easier to understand.”

Daniel Mensah
Risk & Compliance Manager • Financial Services

“The frameworks overview was a great map of the landscape—SDGs, Paris Agreement, PRI, and reporting/disclosure basics—without getting too technical. I used the course structure to create a quick internal briefing for my team. Strong value for a one-day foundation certification.”

Frequently asked questions

Is this course more about finance, or more about sustainability?
It’s designed for sustainable investment—so you’ll learn the ESG and sustainability concepts that directly affect how investment and finance decisions are made. We keep it practical and beginner-friendly, with examples, simple frameworks, and clear terminology (ESG, SRI, impact, green finance).
Who is this Associate-level course best for?
Entry-level professionals, career changers, and early-career finance/sustainability roles who want a strong foundation in sustainable investment. It’s also useful if you support ESG discussions in banking, investments, consulting, risk, compliance, or corporate sustainability teams.
Do I need a finance background to take this course?
No. We introduce investment basics (asset classes, risk/return, diversification) and build from the ground up. If you already have a finance background, you’ll progress faster through the fundamentals and focus more on ESG application and reporting.
What will I be able to do after one day of training?
You’ll be able to speak confidently about sustainable investment concepts, explain common strategies (screening, ESG integration, thematic, impact, stewardship), interpret ESG reports at a basic level, understand why ESG ratings can differ, and recognize common disclosure red flags and greenwashing signals.
Do you teach the full regulations (SFDR, SEC, EU Taxonomy, etc.)?
This is an Associate program, so we cover an overview: what each framework is for, what it influences (disclosures, product classification, reporting expectations), and how they relate. It’s not a legal or compliance deep dive.
How is the certification awarded—attendance or exam?
Certification is awarded upon completing the assessment (quizzes across modules + final evaluation). It’s designed to confirm you can apply the concepts—not just attend the session.
What’s the best next step after this Associate certification?
The next step is the Practitioner level if your role involves deeper implementation—portfolio integration, product structuring, ESG risk work, or reporting leadership. If you share your role (banking, investments, consulting, corporate ESG), we can recommend the cleanest pathway.