Practitioner Certification • Applied Program

Certified Practitioner in Sustainable Investment

Go beyond ESG basics and learn how sustainable investment is applied in real portfolios. Master sustainable investment approaches, materiality assessment, portfolio-level ESG workflows, company and sector evaluation, climate risk scenario analysis, and impact measurement—through case studies, exercises, and practical tools.

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Materiality, Metrics & ESG Ratings
Learn how to evaluate ESG data quality, apply ESG ratings, and use environmental, social, governance, and impact metrics in real investment analysis.
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Portfolio Construction & ESG Integration
Match investor profiles to strategies, apply portfolio-level ESG workflows, and strengthen decision-making with performance and risk metrics.
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Climate Risk, Frameworks & Impact Washing
Apply scenario analysis and stress testing, align with key frameworks (GRI, TCFD, TNFD, SDGs), and manage sustainable portfolios while avoiding impact washing.

What you will learn

Build Applied Skills in
Sustainable Investment

In Certified Practitioner in Sustainable Investment, you’ll move from awareness to real implementation. Learn how to select strategies, evaluate companies and sectors, integrate ESG data into investment analysis, and build portfolios aligned to investor profiles—supported by case studies, scenario work, and practical tools.

  • ✔ Apply materiality analysis (financial + ESG) and interpret GSIA/global market trends for decision-making.
  • ✔ Choose and implement sustainable investment approaches: ESG integration, screening, thematic, impact, and stewardship.
  • ✔ Construct portfolios using investor profiles, performance metrics, and a portfolio-level ESG integration workflow.
  • ✔ Evaluate companies and sectors using ESG criteria, ESG ratings, target credibility, and data assurance techniques.
  • ✔ Use climate scenario analysis and stress testing for physical and transition risks in real-world scenarios.
  • ✔ Measure impact and reduce impact washing risk using impact logic models and measurement frameworks.
Professionals analyzing sustainable investment and ESG performance data

There are 10 modules in this course

Certified Practitioner in Sustainable Investment is built for professionals who want to move from ESG awareness to real-world application. You’ll learn how to select and implement sustainable investment approaches, evaluate companies and sectors, integrate ESG data into analysis, construct portfolios using investor profiles and metrics, apply climate scenario analysis, and measure impact—while avoiding impact washing.

Foundations of Green Finance and Sustainable Investment
Module 1  •  6 lessons
Module details

Build the fundamentals of green finance and sustainable investment. Understand key principles, the evolution of sustainable finance, and how materiality connects financial outcomes with ESG performance.

What's included
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6 lessons
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6 lessons
• Total 6 lessons
  • Principles of Green Finance • Lesson 1
  • Objectives and Importance of Sustainable Investment • Lesson 2
  • Historical Evolution of Sustainable Finance • Lesson 3
  • Analysis of GSIA Reports • Lesson 4
  • Sectoral and Regional Developments in Sustainable Investment • Lesson 5
  • Materiality Analysis: Financial and ESG Materiality Assessment • Lesson 6
Sustainability Agreements & Investment Implications
Module 2  •  3 lessons
Module details

Understand how global sustainability agreements influence industries and investment outcomes. Learn to spot risks and opportunities, and evaluate return trade-offs in sustainable investing.

What's included
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3 lessons
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3 lessons
• Total 3 lessons
  • Impact of Sustainability Agreements on Industries • Lesson 1
  • Identifying Risks, Opportunities, and Recommendations • Lesson 2
  • Does Investing Sustainably Mean Sacrificing Returns? • Lesson 3
Sustainable Investment Approaches & Case Studies
Module 3  •  10 lessons
Module details

Explore the full toolkit of sustainable investment approaches—from ESG integration and screening methods to stewardship and voting—supported by real-world case studies.

What's included
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10 lessons
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10 lessons
• Total 10 lessons
  • ESG Integration Strategies • Lesson 1
  • Exclusion Screening Methods • Lesson 2
  • Positive Tilt Approaches • Lesson 3
  • Best-in-Class Selection • Lesson 4
  • Thematic Investing • Lesson 5
  • Impact Investing Strategies • Lesson 6
  • Stewardship and Engagement • Lesson 7
  • Norms-Based Screening • Lesson 8
  • Real-World Case Studies • Lesson 9
  • Operational Mechanics of Stewardship and Voting Policies • Lesson 10
Investment Concepts & Real-World Scenario Application
Module 4  •  5 lessons
Module details

Strengthen core investment knowledge and apply it to sustainable investor and corporate scenarios. Learn sustainable asset classes and scenario analysis for climate risks.

What's included
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5 lessons
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5 lessons
• Total 5 lessons
  • Core Investment Concepts (Value, Growth, Income, etc.) • Lesson 1
  • Application to Individual Investor Scenarios • Lesson 2
  • Application to Corporate Investment Scenarios • Lesson 3
  • Understanding Sustainable Asset Classes • Lesson 4
  • Scenario Analysis and Stress Testing for Climate, Physical, and Transition Risks • Lesson 5
Matching Investor Profiles & Portfolio Construction Metrics
Module 5  •  8 lessons
Module details

Learn how to align investor profiles with sustainable investment approaches and build a metrics-driven portfolio workflow across ESG and financial performance indicators.

What's included
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8 lessons
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8 lessons
• Total 8 lessons
  • Matching Investor Profiles to Investment Approaches • Lesson 1
  • Environmental Metrics and Indicators • Lesson 2
  • Social Metrics and Indicators • Lesson 3
  • Governance Metrics and Indicators • Lesson 4
  • Impact Metrics and Measurement • Lesson 5
  • Cross-Cutting Metrics and Indicators • Lesson 6
  • Financial Metrics and Performance Indicators • Lesson 7
  • Portfolio-Level ESG Integration Workflow (Process, Sequencing, Governance) • Lesson 8
Key Criteria for Selecting Companies & Sectors
Module 6  •  7 lessons
Module details

Build robust selection criteria for companies and sectors. Learn how to interpret ESG ratings, assess financial performance, and validate data quality through assurance techniques.

What's included
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7 lessons
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7 lessons
• Total 7 lessons
  • Evaluating ESG Criteria • Lesson 1
  • Understanding and Applying ESG Ratings • Lesson 2
  • Sector-Specific Considerations • Lesson 3
  • Assessing Financial Factors and Performance • Lesson 4
  • Corporate Targets and Metrics Evaluation • Lesson 5
  • Global Considerations and Cross-Border Analysis • Lesson 6
  • Data Quality Validation and ESG Data Assurance Techniques • Lesson 7
Avoiding Impact Washing
Module 7  •  2 lessons
Module details

Learn how to manage sustainable investments credibly and avoid impact washing. Apply impact logic models and measurement frameworks to ensure claims are evidence-based.

What's included
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2 lessons
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2 lessons
• Total 2 lessons
  • Managing Sustainable Investments While Avoiding Impact Washing • Lesson 1
  • Impact Measurement Frameworks (Contribution, Attribution, and Impact Logic Models) • Lesson 2
Sustainability Codes, Standards & Frameworks
Module 8  •  7 lessons
Module details

Master the major sustainability frameworks and how they connect. Learn alignment steps, mapping techniques, and explore a practical case study to understand implementation.

What's included
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7 lessons
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7 lessons
• Total 7 lessons
  • GRI (Global Reporting Initiative) Framework • Lesson 1
  • TCFD (Task Force on Climate-related Financial Disclosures) Framework • Lesson 2
  • TNFD (Taskforce on Nature-related Financial Disclosures) Framework • Lesson 3
  • SDGs (Sustainable Development Goals) Framework • Lesson 4
  • Steps for Framework Alignment and Implementation • Lesson 5
  • Case Study: Temasek's Sustainability Framework • Lesson 6
  • Cross-Framework Mapping and Alignment Techniques (GRI–TCFD–TNFD–ISSB/IFRS) • Lesson 7
Performance Measurement & ESG Data Integration
Module 9  •  5 lessons
Module details

Learn practical techniques to measure sustainable investment performance and integrate ESG data into analysis. Build strong controls, audit trails, and documentation standards.

What's included
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5 lessons
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5 lessons
• Total 5 lessons
  • Techniques for Measuring Sustainable Investment Performance • Lesson 1
  • Integrating Sustainability KPIs into Investment Analysis • Lesson 2
  • Working with Structured and Unstructured ESG Data • Lesson 3
  • Methods for Analysing Valuation Impact of ESG Factors • Lesson 4
  • ESG Data Controls, Audit Trails, and Documentation Standards • Lesson 5
International Standards & Best Practices
Module 10  •  3 lessons
Module details

Explore international regulations, best practices, and the latest trends shaping sustainable investment management. Review a major case study to understand leading institutional approaches.

What's included
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3 lessons
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3 lessons
• Total 3 lessons
  • International Regulations and Best Practices in Sustainable Investment • Lesson 1
  • Case Study: Government Pension Fund's Sustainable Investment Approach • Lesson 2
  • Latest Trends and Developments in Sustainable Investment Management • Lesson 3
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Earn a career certificate
Receive your Certified Practitioner in Sustainable Investment certificate after completing the program requirements. Add it to your LinkedIn profile, resume, CV, and internal talent platforms.

What professionals say about the Practitioner program

Ananya S.
ESG Analyst • Asset Management

“This moved me beyond definitions. The modules on portfolio-level ESG integration and company/sector selection gave me a repeatable workflow we could actually use in investment notes and IC discussions.”

Rohit M.
Investment Associate • Family Office

“The sustainable investment approaches (integration, screens, thematic, impact, stewardship) were explained with the ‘how’, not just the ‘what’. The case studies made it easy to compare approaches and choose the right one per mandate.”

Sarah L.
Risk Manager • Banking / Credit

“Climate scenario analysis and stress testing finally felt practical. I used the structure from the course to map physical and transition risks to exposure and to improve how we document risk and escalation triggers.”

Daniel P.
Sustainability Lead • Corporate Finance

“Impact washing prevention was the highlight. The impact logic models and measurement frameworks helped me challenge weak ‘impact’ claims and communicate outcomes more credibly to stakeholders and auditors.”

Frequently asked questions

What is the “Certified Practitioner in Sustainable Investment” course about?

This Practitioner program helps you build job-ready capability to analyse, select, and manage sustainable investments. You’ll learn the full toolkit of sustainable investment approaches (ESG integration, screening, thematic, impact, stewardship), plus portfolio construction metrics, climate scenario analysis, and performance measurement.

The goal is simple: help you make stronger investment decisions and communicate them clearly to internal stakeholders and clients.

Who is this Practitioner level designed for?

It’s ideal for professionals with some exposure to finance, investing, ESG, or sustainability who now need implementation depth— analysts, associates, advisors, compliance/risk teams, corporate treasury/finance, and consultants working on ESG-linked decisions.

If you’re expected to evaluate products, support portfolio decisions, or contribute to ESG due diligence and reporting, this level fits.

Will I learn how to avoid greenwashing / impact washing?

Yes—directly. You’ll learn how to validate ESG data quality, interpret ESG ratings, and assess credibility of claims using impact logic models, contribution vs attribution, and measurement frameworks.

You’ll also learn what “good disclosure” looks like across major standards and how to ask stronger due diligence questions.

Do I need to complete the Associate certification first?

Not mandatory. If you already understand ESG basics and core finance/investing terms, you can start here.

If you’re new to ESG and sustainable investing, the Associate level is a smoother entry point—but this program still builds foundations in Module 1.

Is this course practical or mainly theory?

Practical. You’ll work through real-world scenarios (individual and corporate), explore case studies, and learn workflows for portfolio ESG integration, company/sector selection, and documentation.

This is designed for implementation—not just definitions.

What will I be able to do after completing the course?

You’ll be able to choose the right sustainable investment approach for a mandate, evaluate companies and sectors using ESG and financial criteria, interpret ESG ratings and data limitations, and build portfolio-level integration workflows.

You’ll also be able to apply climate scenario analysis concepts and measure/report performance and impact more credibly.

Does the course cover climate risk scenario analysis and stress testing?

Yes. You’ll learn scenario analysis and stress testing fundamentals for climate, physical, and transition risks—and how to connect outputs to investment decisions and risk conversations.

The focus is on investment relevance and application (not climate science).

How do you cover standards and frameworks (GRI, TCFD, TNFD, SDGs, ISSB/IFRS)?

You’ll learn what each framework is used for, how they connect, and how to align and map across frameworks (GRI–TCFD–TNFD–ISSB/IFRS) with a practical approach.

This helps you interpret disclosures and build consistent reporting and analysis across markets and stakeholder expectations.

Will I learn performance measurement and ESG data integration?

Yes. You’ll cover techniques for measuring sustainable investment performance, integrating sustainability KPIs into analysis, and working with structured and unstructured ESG data.

You’ll also learn documentation standards, controls, and audit trails to support governance and credibility.

How is the certificate awarded?

You receive a digital certificate after completing the course requirements (learning modules and completion criteria on the platform).

You can add it to LinkedIn, your résumé/CV, and internal L&D records.