
PRINCIPLES OF IMPACT INVESTING
The Comprehensive Training Bundle combines Introduction to Impact Investing and Transforming Your Portfolio courses into one integrated learning journey, equipping participants with both the principles and the practical skills to apply an impact lens across asset classes, as appropriate.
This bundle offering enables participants to lead with confidence in client conversations, mandate design, portfolio construction, and reporting.


This offering is provided on ImpactLearn’s digital learning experience platform, delivered in partnership with the XU Group. The platform offers a modern, flexible digital learning environment featuring short videos, quizzes, live sessions, interactive modules, personalized sessions, and Portfolio Lab templates that guide applied portfolio work. This platform design has an 80-90% completion rate, significantly above e-learning averages.
PRACTITIONER-FOCUSED


01
Foundations
Intentionality, additionality, contributions, and Impact Measurement and Management (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
Drafting an impact-aligned mandate or portfolio review using digital templates.
Cohort-based workshops with short, focused segments and frequent interactive activities.
Real-world case studies and understanding of how to implement GIIN frameworks.
Advanced skills and knowledge for senior-level practitioners, or those preparing for the CFA UK’s Certificate in Impact Investing.
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Badges of completion for successfully completing the introductory and advanced courses.
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A structured roadmap for embedding impact into the full investment process, from thesis development and due diligence to measurement and ongoing performance management.
Hands-on tools and applied methods for evaluating opportunities, navigating trade-offs, and assessing real-world portfolio scenarios with rigor.
The capability to align portfolios with measurable outcomes, using IRIS+, IMP, and SDG-linked approaches to design, evaluate, and report on institutional-grade impact strategies.
Cost USD $1,999 (Course + Certificate Cost)
Cost USD $2,499 (Course + CFA Society (UK) exam token )
Professionals planning to pursue comprehensive training and skills in Impact Investing, and teams aiming to standardize their approach.

Gain the insights and tools to turn purpose into performance.

Rigorous Impact. Measurable Outcomes.
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