ESG Integration and Financial Analysis

Available Dates

Dec-09-2024

Barcelona
Jan-13-2025

Barcelona
Feb-10-2025

Barcelona
Mar-10-2025

Barcelona
Apr-14-2025

Barcelona
May-12-2025

Barcelona
June-09-2025

Barcelona
July-14-2025

Barcelona
Aug-11-2025

Barcelona
Sep-08-2025

Barcelona
Oct-13-2025

Barcelona
Nov-10-2025

Barcelona
Dec-08-2025

Barcelona

Dates in Other Venues

Nov-25-2024

Paris
Nov-25-2024

Singapore
Dec-02-2024

Amsterdam
Dec-02-2024

London
Dec-09-2024

Dubai
Dec-16-2024

Kuala Lumpur
Dec-16-2024

Istanbul
Dec-23-2024

Singapore
Dec-30-2024

Amsterdam
Dec-30-2024

London
Dec-30-2024

Paris
Jan-06-2025

London
Jan-06-2025

Amsterdam
Jan-13-2025

Dubai
Jan-20-2025

Kuala Lumpur
Jan-20-2025

Istanbul
Jan-27-2025

Paris
Jan-27-2025

Singapore
Feb-03-2025

Amsterdam
Feb-03-2025

London
Feb-10-2025

Dubai
Feb-17-2025

Istanbul
Feb-17-2025

Kuala Lumpur
Feb-24-2025

Singapore
Feb-24-2025

Paris
Mar-03-2025

Amsterdam
Mar-03-2025

London
Mar-10-2025

Dubai
Mar-17-2025

Istanbul
Mar-17-2025

Kuala Lumpur
Mar-24-2025

Singapore
Mar-24-2025

Paris
Apr-07-2025

Amsterdam
Apr-07-2025

London
Apr-14-2025

Dubai
Apr-21-2025

Kuala Lumpur
Apr-21-2025

Istanbul
Apr-28-2025

Paris
Apr-28-2025

Singapore
May-05-2025

London
May-05-2025

Amsterdam
May-12-2025

Dubai
May-19-2025

Kuala Lumpur
May-19-2025

Istanbul
May-26-2025

Paris
May-26-2025

Singapore
June-02-2025

London
June-02-2025

Amsterdam
June-09-2025

Dubai
June-16-2025

Kuala Lumpur
June-16-2025

Istanbul
June-23-2025

Singapore
June-30-2025

Amsterdam
June-30-2025

Paris
June-30-2025

London
July-07-2025

London
July-07-2025

Amsterdam
July-14-2025

Dubai
July-21-2025

Istanbul
July-21-2025

Kuala Lumpur
July-28-2025

Paris
July-28-2025

Singapore
Aug-04-2025

Amsterdam
Aug-04-2025

London
Aug-11-2025

Dubai
Aug-18-2025

Istanbul
Aug-18-2025

Kuala Lumpur
Aug-25-2025

Paris
Aug-25-2025

Singapore
Sep-01-2025

London
Sep-01-2025

Amsterdam
Sep-08-2025

Dubai
Sep-15-2025

Kuala Lumpur
Sep-15-2025

Istanbul
Sep-22-2025

Singapore
Sep-29-2025

Paris
Sep-29-2025

Amsterdam
Sep-29-2025

London
Oct-06-2025

London
Oct-06-2025

Amsterdam
Oct-13-2025

Dubai
Oct-20-2025

Kuala Lumpur
Oct-20-2025

Istanbul
Oct-27-2025

Paris
Oct-27-2025

Singapore
Nov-03-2025

London
Nov-03-2025

Amsterdam
Nov-10-2025

Dubai
Nov-17-2025

Istanbul
Nov-17-2025

Kuala Lumpur
Nov-24-2025

Singapore
Nov-24-2025

Paris
Dec-01-2025

London
Dec-01-2025

Amsterdam
Dec-08-2025

Dubai
Dec-15-2025

Istanbul
Dec-15-2025

Kuala Lumpur
Dec-22-2025

Paris
Dec-22-2025

Singapore
Dec-29-2025

London
Dec-29-2025

Amsterdam

Course Details

As global attention on sustainability and ethical governance increases, the integration of environmental, social, and governance (ESG) factors into financial analysis has become a crucial component of modern business strategy. ESG integration enables companies to evaluate their impact on society and the environment while aligning financial objectives with sustainable practices. This approach helps businesses manage risks, seize opportunities, and enhance stakeholder value, driving long-term success.

The ESG Integration & Financial Analysis training course equips participants with the knowledge and tools necessary to incorporate ESG considerations into financial planning and analysis. Over five days, attendees will explore the principles of ESG integration, distinguish it from ESG investing, and examine its effects on financial statements and business performance.

This course covers essential topics such as ESG metrics, scenario analysis, stakeholder engagement, and the use of technology in ESG integration. Through real-world examples and interactive sessions, participants will develop the skills needed to implement effective ESG strategies and navigate the evolving landscape of sustainable finance.

By the end of this course, participants should be able to:

Define ESG integration and identify its significance.
Distinguish between ESG integration and ESG investing and understand how they complement each other.
Understand the spectrum of ESG investing and what factors affect it.
Determine the intended outcomes of ESG integration.
Integrate ESG factors into financial planning, analysis, and modeling.
Understand the innovation cycle of ESG.
Assess the impact of ESG integration on financial statements, stock performance, and market dynamics.
Utilize advanced technologies such as AI, advanced analytics, and blockchain in integrating ESS into financial planning and analysis.

This course is ideal for professionals looking to incorporate ESG factors into financial decision-making and strategic planning to drive sustainable business practices:

Investment professionals
Management Consultants
Financial Analysts
Investor Relations Team
Senior Managers
Anyone interested in ESG Integration

Our courses in Barcelona are held at the LPC office located at:

Passeig de Gràcia, 21, planta principal, 08007 Barcelona, Spain

Once you register, we will subsequently send you the course details, including the location, trainer, and other logistical information.

Pay Attention, Please! The course location at our offices is subject to availability. Should our office be unavailable, we will secure an alternative nearby venue and promptly inform you of the change. The exact time and location will be confirmed one week prior to the course commencement.

Course Outline

5 days course

Day 1

Day 2

Day 3

Day 4

Day 5

Introduction to ESG Integration

Reviewing the key pillars of ESG
Understanding the meaning and importance of ESG integration
Discussing the historical context of ESG in finance
Exploring the current landscape of ESG in finance
Overview of ESG regulations and standards
Exploring sustainable finance best practices

ESG Integration vs. ESG Investment

Distinguishing between ESG integration and ESG investing
Examples of investment funds using ESG investing strategy and ESG integration strategy
Understanding the spectrum of ESG investing:

Conventional investing strategies
Negative screening/exclusion
Positive screening/exclusion
Thematic investing
Impact investing
Philanthropy

Discussing factors that affect the ESG investing spectrum:

Weights of ESG factors
ESG impact expectation
Expectation of return profit

Exploring intended outcomes of ESG integration:

Corporates
Asset Managers
Creditors

ESG Integration Process

Exploring the steps required to integrate ESG into financial planning and analysis

Identifying ESG metrics and KPIs
Data collection and management
Scenario analysis and stress testing
Stakeholder engagement

Discovering key ESG metrics and KPIs
Tools and techniques to streamline data collection and ensure data accuracy
Understanding the process of scenario analysis and stress testing
Strategies to develop stakeholder engagement plans

ESG Initiatives & Financial Modeling

Exploring the ESG innovation cycle:

Stakeholder expectations
Regulatory trend
Industry trend
Market opportunity

Real-world examples of ESG innovation cycle
Discussing the impact of ESG initiatives and performance on:

Income Statement
Cash Flow Statement
Balance Sheet

Discussing the impact of ESG initiatives on business
Understanding how to integrate ESG into traditional financial analysis

Future Trends & Technology

Discussing the implications of ESG integration into FP&A on stock performance and market dynamics:

Stock advice
Prediction for the future

Discussing the future trends of ESG integration into FP&A

Holistic value creation
Integration of ESG into compensation
Rise of green finance

Exploring the role of technology in ESG integration into FP&A

Advanced Analytics
Artificial intelligence
Blockchain

Analyzing case studies and real-world examples
Lesson learned and course evaluation

ESG Integration and Financial Analysis

Course Info

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Course Outline

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