Interactive ESG e-learning course for investment and financial professionals

This ESG e-learning course offers financial industry employees the core knowledge required to understand and advise on ESG topics with confidence. It also provides in-depth insights into how ESG criteria are effectively integrated into financial products, especially in the areas of investment and credit management.

Content of the ESG e-learning modules

Module 1: Introduction and background

Roots and prerequisites for ESG investments
Characteristics of ESG
Drivers and challenges of ESG-compliant investing

Module 2: ESG investments

ESG integration in the investment process
ESG investment approaches
ESG investment in different asset classes

Module 3: Lending

ESG integration in the credit process
ESG considerations in mortgage lending
ESG integration in project financing

Module 4: Analysis and data

ESG indicators and ratings
Data sources, quality and issues in ESG

Module 5: Stewardship and Engagement

Purpose, targets and characteristics of stewardship and engagement
Application of engagement strategies in various asset classes
Key success factors of engagement

Modular structure – practical and up-to-date

The ESG e-learning course consists of five interactive modules:

1. Introduction to ESG principles: philosophy, drivers, and challenges of ESG-focused investing.
2. ESG investment strategies: an in-depth look at practical applications and market relevance.
3. ESG in credit and lending: risk assessment, ESG rating and pricing of risk explained.
4. ESG data, indicators & ratings: understanding data requirements for ESG analysis.
5. Stewardship & engagement: how these ESG principles are applied across use cases.

Each module includes various methods of transmission of content such as videos, illustrations, quizzes, and relevant external resources. Learners can access the platform anytime, from anywhere, and track their progress through integrated testing.

Your benefits

Become aware how ESG trends shape financial services and influence investor and client behavior.
Learn how to advise private and corporate clients in line with ESG-compliant investment and financing strategies.
Understand ESG data and concepts used in asset management, including shareholder engagement and investment strategies.

Audience & certification

The ESG e-learning course is suitable for relationship managers, asset managers, lending specialists, and professionals in middle and back office roles

The online modules are accredited by the following institutions as CDP/recertification measures:

United Kingdom: Chartered Institute for securities & Investment (CISI)
Switzerland: Swiss Association of Quality (SAQ)
Singapore: Institute of Banking and Finance (IBF)

Fintelligence is Partner of Swiss Sustainable Finance.