Included courses

ESG Certificate

4.2 STARS

Star Rating
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About

Learn to identify the basic principles underpinning ESG and how they are applied to investment strategies.

Completion time

2.5 Hours

Level

Skills Certificate

About

Learn to identify the basic principles underpinning ESG and how they are applied to investment strategies.

Completion time

2.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

ESG Investing

47

4

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Video minutes47

Excel Exercises4

  • Introduction to ESG
  • Materiality
  • Benchmarking Analysis
  • Environmental, Social and Governance Metrics
  • Scenario Analysis

ESG in credit analysis

43

2

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Video minutes43

Excel Exercises2

  • E, S, and G issues of relevance in credit analysis
  • How ESG factors impact company financials
  • ESG impact on financial to the credit evaluation metrics
  • The role of ratings agencies and the approach they use
  • Types of ESG-oriented bonds
    Sovereign debt analysis

Carbon pricing

20

5

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Video minutes20

Excel Exercises5

  • Carbon pricing is & why it matters
  • How the carbon pricing market works
  • Internal carbon pricing to project analysis & decision
  • Internal carbon pricing to company analysis

Integrated Portfolio Construction, Management & Analytics

33

2

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Video minutes33

Excel Exercises2

  • Approaches to portfolio construction
  • ESG Integration in the passive space
  • ESG characteristics of a portfolio
  • The role of portfolio sustainability/ESG ratings agencies
  • Portfolio ESG metrics vs those of benchmark
  • Performance attribution

Engagement and stewardship

24

0

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Video minutes24

Excel Exercises0

  • Stewardship
  • Monitoring, voting, and engagement
  • Key elements of successful engagement
  • Voting & how it can be done
  • Codes and Standards
  • How Stewardship is reported and more!

Meet the Instructors

Deborah Taylor is a chartered accountant with over 15 years of industry experience. Before moving into training, she worked as a director at Barclays Investment bank where she specialized in sustainable and thematic research.

Michal Bartek, CFA, is a former equity research analyst and portfolio manager with over two decades of experience in company analysis and investment decision-making. During his tenure as an investment professional, Michal incorporated environmental, social, and governance factors whilst carrying out macroeconomic and sector analysis in developed and emerging markets.

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Essential for those working in investment functions or those in roles that relate to investment decision-making. The course is also suitable for students who have some knowledge of investment markets.

Are Financial Edge's courses credible?

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The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best finance professionals in the world, why not challenge yourself to learn from the same instructors and earn certification recognized on Wall Street.

Will this course help me get a job in asset management?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into asset management or other finance roles.

How long do I have to complete the ESG certificate Course?

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We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

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No. Everything you need to earn your skill certificate is included, from instructor-led videos and Excel exercises to the exam.

How do I join Financial Edge's alumni?

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Join our world-class alumni on LinkedIn by upgrading your skill certification to any one of our micro-degree’s. To unlock all alumni benefits, you will need to verify you have successfully passed all courses within the online program.

What is CPD?

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All Financial Edge online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

Want to Join Our Prestigious Alumni?

JOIN THE BEST

By completing any one of our micro-degree’s, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

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