Learning Outcomes

  • Gain an understanding of various approaches and capital structures used in Impact Investing

  • Identify key characteristics of impact driven organizations

  • Learn how Impact Investing can be used via various asset classes

  • Gain access to methodologies and tools used in evaluating and measuring impact

  • Familiarize with various standards and frameworks used in Impact Investing field

Audience

Who is this course for?

This course is designed for individuals who wish to work in the impact investing, social innovation or in philanthropic space. Basic knowledge of investments is recommended to better understand the course.

Course curriculum

    1. Course Trailer & Copyright Notice

      FREE PREVIEW

    1. What is Impact Investing

      FREE PREVIEW

    2. How Impact Investing Fits in Sustainable Investing Universe

      FREE PREVIEW

    3. Why Impact Investing Matters

      FREE PREVIEW

    4. Impact Investing Market

      FREE PREVIEW

    5. Financial Performance

      FREE PREVIEW

    6. Test your learning (Required passing rate 75%)

      FREE PREVIEW

    7. Introduce yourself

    1. Sustainable Development Goals (SDGs)

    2. Triple Bottom Line

    3. Blended Finance

    4. Catalytic Capital

    5. Systems Thinking

    6. Theory of Change featuring Anita Nowak, PhD

    7. Impact Risks

    8. Impact Washing

    9. Test your learning (Required passing rate 75%)

    10. Discussion - Where Would YOU Focus

    1. Universe of Frameworks

    2. IRIS Plus

    3. Impact Management Project (IMP)

    4. Future Fit

    5. Other Standards

    6. Test your learning (Required passing rate 75%)

    1. Building an Impact Portfolio

    2. Setting Impact Goals

    3. Allocating Assets

    4. Fixed Income

    5. Private Equity

    6. Public Equity

    7. Real Assets

    8. Cash and Equivalents

    9. Applying Tools

    10. Interview - Michel Brutti, CEO at Clear Skies Impact Fund

    11. Test your learning

    1. Interview: Dagmawi Selassie - Yield Uganda Fund | IFAD

    2. Interview: Kelly Gauthier, CEO at Rally Assets

    3. Reading - Case Studies Collection

    4. Impact Portfolio IPS - Open Forum Discussion

About this course

  • $100.00
  • 42 lessons
  • 1.5 hours of video content

Instructor

Lead Instructor Maria Maisuradze, CFA, FSA

Maria has over 12 years of experience in the financial industry and has been actively involved in the sustainable finance and education field over the past few years. She is a graduate of Concordia University, CFA Charterholder and SASB-FSA Credential Holder. Maria is a member of CFA Montreal's ESG committee and a member of the SASB-FSA Quebec Group. In addition, she has co-founded the Sustainability Ecosystem, initiative aiming to advance practical knowledge of advanced topics in ESG and Sustainability.

Anita Nowak, PhD

Featured Instructor

Dr. Anita Nowak is an Adjunct Lecturer at the Desautels Faculty of Management, McGill University & author of Purposeful Empathy (Broadleaf Books, spring 2023).

Course Contributors

Industry experts share their insights throughout the course

  • Michel Brutti

    Founder and CEO @ Clear Skies Investment Management

  • Dagmawi Selassie

    Program Officer @ International Fund for Agricultural Development (IFAD)

  • Kelly Gauthier

    CEO @ Rally Assets

FAQ

  • What does the course include?

    Course consists of 90 minutes of on demand microlearning videos, integrated quizzes, and additional reading resources, if you wish to dive deeper into certain topics. Upon completion, Certificate of Participation will be issued.

  • Is there a deadline to complete the course?

    Students have up to 2 months from the enrollment date to complete the course.

  • I am not from finance background, is this course a good fit?

    This course is covering the essentials of Impact Investing, and is built to be accessible for individuals with various backgrounds. Basic understanding of how investment decisions are made is recommended to better understand the course.

  • Do you offer group discounts?

    Yes. We offer special rates for enrollment of 5 individuals and more. We also provide course customization services to better meet specific employee training needs. Contact us at [email protected] for more details

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