Skip to main content
CONTACT US
FOUNDATIONS TO CERTIFICATIONS

Comprehensive Bundle Course

PRINCIPLES OF IMPACT INVESTING

Comprehensive Training Bundle (Featured Course)

The Comprehensive Training Bundle combines Introduction to Impact Investing and Transforming Your Portfolio into one integrated learning journey equipping you with both the principles and the practical skills to apply an impact lens across asset classes, as appropriate. It is preparation for the CFA UK's Certificate Impact Investing exam and positions you to lead with confidence in client conversations, mandate design, portfolio construction, and reporting. 

impact-green-comp-course
course screen 3

State-of-the-art learning platform:

This course runs on ImpactLearn’s digital learning experience platform, provided in partnership with the XU Group, giving you a modern, flexible, AI enhanced environment. Short videos, quizzes, interactive modules, live sessions, and Portfolio Lab templates provide guidance for applied portfolio work. 

PRACTITIONER-FOCUSED

What You’ll Learn

 

wyl-comp

 

Syllabus at a Glance

Your roadmap to the core lessons and practical tools included in this course.

01

Foundations

Intentionality, additionality, contribution, and IMM basics.

02

Strategies & Instruments

Private markets and listed strategies with an impact lens.

03

Applying IMM

Goals, metrics (e.g., IRIS+), monitoring, and reporting aligned to outcomes.

04

From Principles To Mandates

Investment policy and manager implementation.

05

Constructing With Purpose

Portfolio design, metrics, and benchmarking.

06

Accountability

Risk, governance, verification approaches, and reporting practices.

07

Capstone

Draft an impact-aligned mandate or portfolio memo using XU-powered templates.

Course Structure 

Cohort-based workshops with short, focused segments and frequent interactive activities. 

What You Get

Two GIIN-developed courses in one integrated pathway, preferred bundle pricing, course materials, reusable templates, simulations, , multi format learning path.

Each participant who successfully completes a course is awarded a personalized ImpactLearn certificate that can be showcased on job boards and professional platforms like LinkedIn. Participants will also be prepared for the CFA UK's Certificate in Impact       Investing exam.

 

Cost $1,599.00 US.   

 

 

Who Should Enroll

Professionals  Useful for those managing dedicated impact investment sections or entire portfolios, offering new insights into a holistic approach across both private and public market investments. .

Rectangle 32

 

Check out our Other Courses

Gain the insights and tools to Turn purpose into performance.

 

 

trans-port-cour

ImpactLearn_Logo_TaglineLockup_White

Each participant who successfully completes a course is awarded a personalized ImpactLearn certificate that can be showcased on job boards and professional platforms like LinkedIn

image-png-Sep-29-2025-01-29-59-0767-PM

 

Quick Links

Home

Courses

Comprehensive Training Bundle

Transforming Your Portfolio 

Introduction to Impact Investing

Contact Us

1200 North Ashland Ave., Suite 500,                                                                                                       Chicago, IL, USA

Info@impactlearn.com

+1-312-748-2143

 

Media Inquiries:

Judyb@impactlearn.com

Privacy Policy | Terms of Use © 2025 ImpactLearn. ALL RIGHTS RESERVED