Skip to main content

 

Comprehensive Training Bundle 

 fEATURED OFFERING-1

 


PRINCIPLES OF IMPACT INVESTING

Comprehensive Training Bundle

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.

impact-green-comp-course
laptop-course-screen-edit

State-of-the-Art Learning Platform

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

What You’ll Learncomprehensive-bundle 2

 

Syllabus at a Glance

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

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.

Course Structure 

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

What Participants Get

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. 

Badges of completion for successfully completing the introductory and advanced courses.

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 ) 

 

Who Should Enroll

Professionals planning to pursue comprehensive training and skills in Impact Investing, and teams aiming to standardize their approach.

completed-no-background

 

See our other courses

Gain the insights and tools to turn purpose into performance.