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CFA ESG Investing Certification Preparation

Finance & Accounting

CFA ESG Investing Certification Preparation, available at $29.99, has an average rating of 3.97, with 62 lectures, 9 quizzes, based on 32 reviews, and has 163 subscribers.

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You will learn about The concepts and learning objectives to successfully clear CFA ESG Investing exam Understand the fundamental concepts of Environmental, Social, and Governance (ESG) investing. Develop a framework for analyzing how ESG factors impact investment analysis and decision-making. Dissect the distinct impact of ESG considerations on different industries (e.g., energy, technology, financials). Examine how ESG factors influence various asset classes (e.g., equities, fixed income, real estate). Learn to determine which ESG factors have financial relevance for specific companies or industries. Integrate ESG data into traditional financial analysis and valuation models. Construct portfolios using various ESG integration techniques (e.g., negative screening, thematic investing, best-in-class, impact investing). Design investment strategies that align with specific ESG goals or mandates. Understand the principles of active ownership, shareholder engagement, and proxy voting in the context of ESG investing. Learn about ESG reporting standards and frameworks (e.g., GRI, SASB, TCFD) Explore the evolving landscape of ESG-related regulations and policies. Examine the ethical dimensions of ESG investing, such as greenwashing, trade-offs between different ESG factors, and balancing impact with financial returns. Master the key concepts and themes covered in the exam syllabus. Practice exam-style questions to develop test-taking skills and confidence. This course is ideal for individuals who are Students and recent graduates or Professionals seeking to transition into ESG-focused roles or Investment Professionals or Industry professionals working in adjacent fields or Concerned investors or Active asset owners or Leaders in various fields It is particularly useful for Students and recent graduates or Professionals seeking to transition into ESG-focused roles or Investment Professionals or Industry professionals working in adjacent fields or Concerned investors or Active asset owners or Leaders in various fields.

Enroll now: CFA ESG Investing Certification Preparation

Summary

Title: CFA ESG Investing Certification Preparation

Price: $29.99

Average Rating: 3.97

Number of Lectures: 62

Number of Quizzes: 9

Number of Published Lectures: 62

Number of Published Quizzes: 9

Number of Curriculum Items: 75

Number of Published Curriculum Objects: 75

Original Price: $29.99

Quality Status: approved

Status: Live

What You Will Learn

  • The concepts and learning objectives to successfully clear CFA ESG Investing exam
  • Understand the fundamental concepts of Environmental, Social, and Governance (ESG) investing.
  • Develop a framework for analyzing how ESG factors impact investment analysis and decision-making.
  • Dissect the distinct impact of ESG considerations on different industries (e.g., energy, technology, financials).
  • Examine how ESG factors influence various asset classes (e.g., equities, fixed income, real estate).
  • Learn to determine which ESG factors have financial relevance for specific companies or industries.
  • Integrate ESG data into traditional financial analysis and valuation models.
  • Construct portfolios using various ESG integration techniques (e.g., negative screening, thematic investing, best-in-class, impact investing).
  • Design investment strategies that align with specific ESG goals or mandates.
  • Understand the principles of active ownership, shareholder engagement, and proxy voting in the context of ESG investing.
  • Learn about ESG reporting standards and frameworks (e.g., GRI, SASB, TCFD)
  • Explore the evolving landscape of ESG-related regulations and policies.
  • Examine the ethical dimensions of ESG investing, such as greenwashing, trade-offs between different ESG factors, and balancing impact with financial returns.
  • Master the key concepts and themes covered in the exam syllabus.
  • Practice exam-style questions to develop test-taking skills and confidence.

Who Should Attend

  • Students and recent graduates
  • Professionals seeking to transition into ESG-focused roles
  • Investment Professionals
  • Industry professionals working in adjacent fields
  • Concerned investors
  • Active asset owners
  • Leaders in various fields

Target Audiences

  • Students and recent graduates
  • Professionals seeking to transition into ESG-focused roles
  • Investment Professionals
  • Industry professionals working in adjacent fields
  • Concerned investors
  • Active asset owners
  • Leaders in various fields

Welcome to this online course on CFA ESG Investing: Certification Preparation, designed to equip you with the knowledge and skills necessary to excel in the ESG Investing Certification from CFA.

This course is specifically tailored to provide you with a thorough understanding of the topics covered under the CFA ESG Investing certification. Whether you are an investing professional, a finance expert, an individual investor passionate about ESG or a student, this course will guide you towards success in the certification exam and beyond.

Through a carefully structured curriculum, we will delve into the core concepts and frameworks of ESG Investing. You will explore the interconnections between environmental, social, and governance factors, and gain insights into their profound impacts on the organisations and economies globally.

This course will not only focus on theoretical knowledge but also emphasize practical application. We will analyze real-world case studies, conduct investing assessments, and explore industry best practices.

To facilitate your exam preparation, the course content aligns closely with the CFA ESG Investing Certification curriculum. You will receive in-depth coverage of the key exam topics, including ESG impacts, ESG integration, ESG frameworks, and responsible investing.

Throughout the course, you will have access to comprehensive study materials, downloadable resources, and interactive quizzes to reinforce your understanding. Additionally, you will benefit from exam-focused strategies and tips, enabling you to approach the certification exam with confidence and achieve outstanding results.

By enrolling in this course, you are taking a significant step towards advancing your career in sustainability and climate risk management. Prepare to clear the CFA ESG Investing Certification from GARP with ease and flying colors, and position yourself as a knowledgeable and competent professional in the field.

Join us on this transformative learning journey, and gain the expertise needed to make a positive impact on the ESG Investing landscape, organizations and our planet.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Practice More, Practice Real

Lecture 3: CFA ESG Summary Notes by GrownMind

Chapter 2: Chapter 1

Lecture 1: Cheat Sheet

Lecture 2: What Is ESG Investing

Lecture 3: Types of Responsible Investment

Lecture 4: Macro-Level Debate on ESG Incorporation

Lecture 5: Financial Materiality of ESG Integration

Lecture 6: Putting ESG Into Practice

Lecture 7: Key Initiatives

Chapter 3: Chapter 2

Lecture 1: Cheat Sheet

Lecture 2: ESG Investing in Numbers, Market Drivers of ESG and Challenges

Lecture 3: Asset Owners, Asset Managers, Fund Promoters, and Financial Services

Lecture 4: Policymakers, Regulators, Investees, Governments, Civil Society, and Academia

Chapter 4: Chapter 3

Lecture 1: Cheat Sheet

Lecture 2: Key Environmental Issues & Systemic Relationships

Lecture 3: Key Megatrends and Drivers Influencing Environmental Change

Lecture 4: Assessment of Materiality of Environmental Issues

Lecture 5: Approaches to Account for Material Environmental Analysis and Risk Management

Lecture 6: Applying Material Environmental Factors to Financial Modeling, Ratio Analysis

Lecture 7: Opportunities Relating to Climate Change and Environmental Issues

Chapter 5: Chapter 4

Lecture 1: Cheat Sheet

Lecture 2: Social and Environmental Megatrends

Lecture 3: Key Social Issues and Business Activities

Lecture 4: Identifying Material Social Factors for Investors

Chapter 6: Chapter 5

Lecture 1: Cheat Sheet

Lecture 2: What Is Corporate Governance

Lecture 3: Characteristics of Effective Corporate Governance

Lecture 4: Structural Corporate Governance Differences in Major World Markets

Lecture 5: Corporate Governance and the Independent Audit Function

Lecture 6: Corporate Governance and the Investment Decision-Making Process

Chapter 7: Chapter 6

Lecture 1: Cheat Sheet

Lecture 2: Stewardship and Engagement

Lecture 3: Codes and Standards

Lecture 4: Engagement Styles

Lecture 5: Effective Engagement – Forms, Goal Setting

Lecture 6: Voting

Lecture 7: Engagement Across Different Asset Classes

Chapter 8: Chapter 7

Lecture 1: Cheat Sheet

Lecture 2: Different Approaches to Integrating ESG

Lecture 3: ESG Integration in Listed Equities

Lecture 4: ESG Integration in Listed Equities

Lecture 5: Case Studies

Lecture 6: ESG Integration Databases and Software

Lecture 7: Mutual Fund and Fund Manager ESG Assessment

Chapter 9: Chapter 8

Lecture 1: Cheat Sheet

Lecture 2: ESG Integration – Strategic Asset Allocation Models and Asset Manager Selection

Lecture 3: Approaches to ESG Integration

Lecture 4: Evolution of ESG Integration

Lecture 5: ESG Screening Investment Strategies

Lecture 6: Applying ESG Screens to Individual Companies and Collective Investment Funds

Lecture 7: Managing the Risk and Return Dynamics of an ESG Integrated Portfolio

Lecture 8: Full ESG Integration, Exclusionary Screening, and Positive Alignment

Lecture 9: ESG Integration in Index-Based Portfolios and Established Datasets

Chapter 10: Chapter 9

Lecture 1: Cheat Sheet

Lecture 2: Clarifying Client Needs

Lecture 3: Developing Client-Relevant ESG

Lecture 4: Greenwashing and Its Consequences

Lecture 5: Tailoring ESG Investment Approach to Client Expectations

Lecture 6: Holding Managers to Account

Lecture 7: Practice More, Practice Real

Chapter 11: Thank You!

Lecture 1: Thank you!

Instructors

Rating Distribution

  • 1 stars: 1 votes
  • 2 stars: 1 votes
  • 3 stars: 6 votes
  • 4 stars: 4 votes
  • 5 stars: 20 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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