The Sustainable Investment Training Course

Related KC


Good practice objective, aim, context
The project was divided into 7 work packages which include activities that directly fulfill the overall aims of the project and contribute to achieving the expected results. WP2 – WP5 include the transfer process of the training course as follows: WP2 is setting the optimal ground for the transfer of the course, including an in-depth up-to-date analysis of the field and of the existing curriculum and partial approaches of consortium partners. Also integrating the target group and their stakeholders, the output of this WP is the first core curriculum of the entry-level module and of the in-depth modules. Furthermore drafts of the individual curricula for the partner countries will result from this WP. WP4 is dedicated to the development of the eLearning platform and the evaluation tool connected with it. The platform is growing in functionality and scope along with WP2, 3, 5, 6. In WP5 transfer of curricula, lectures and teaching aids are performed in consequent steps to maximize the output quality.


Actors and target group
Financial advisers

Methodological approach
The underlying idea of this training is to enable financial advisers and account managers to provide investment advice not only on a purely economic basis, but to also include environmental, social and ethical standards. A short entry-level module will introduce to the world of SRI. The core module includes a common curriculum which is uniformly applicable to all partner countries. In the further in-depth training, country-specifics are considered, customising the training course for local financial advisers.

The course will prepare the trainees to conduct the ECDL test on Online Collaboration.

The Sustainable Investment Training Course addresses financial advisers who want to learn more about sustainable investment in order to provide their clients with more comprehensive financial advice, benefit from a growth trend and acquire new clients.

Online applications can both enrich school lessons, when teaching and learning with digital media, and support children in their online behavior, when teaching and learning about digital media. In total more than 120 teachers from Estonia, Latvia, Lithuania and Germany went through three month of online learning
The Sustainable Investment Training Course project deals with the joint advancement and transfer of the existing Austrian Training Course for Sustainable Investment towards several European partner countries, namely Belgium, France, Germany, Sweden, Switzerland and the United Kingdom. The project is part of the Lifelong Learning Programme (LEONARDO DA VINCI Transfer of innovation) and has been funded with support from the European Commission.
With the original course established by project coordinator OeGUT in 2010, the joint programme consists of a common course (3 modules) for all participating European countries complemented by country-specific elements.

There is potential to optimise financial counselling regarding the integration of sustainable investment aspects. Therefore, the Sustainable Investment Training Course project provides a learning scheme and educational material for European financial advisers to further enhance their competences and skills regarding sustainable investments.



FNG, Gesa Vögele
Dr. in Katharina Muner-Sammer

Assessment tool:

Attractive The tool is visually attractive
Easy to use The navigation/structure is clear
Engaging It is easy to become involved
Popular Used by many people
Result-effective The results from learning demonstrate high value
Time-effective The tool is worth time devoting, good ratio of time/results
Universal The tool can be used by various groups of people (based on age, educational background and so on)

Rate tool:

Easy to use: