EFFAS Certified ESG Analyst® (CESGA)

Available Dates

Dec-23-2024

London
Jan-27-2025

London
Feb-24-2025

London
Mar-24-2025

London
Apr-28-2025

London
May-26-2025

London
June-23-2025

London
July-28-2025

London
Aug-25-2025

London
Sep-22-2025

London
Oct-27-2025

London
Nov-24-2025

London
Dec-22-2025

London

Dates in Other Venues

Dec-09-2024

Kuala Lumpur
Dec-09-2024

Istanbul
Dec-16-2024

Paris
Dec-16-2024

Singapore
Dec-30-2024

Amsterdam
Dec-30-2024

Dubai
Dec-30-2024

Barcelona
Jan-06-2025

Dubai
Jan-06-2025

Barcelona
Jan-13-2025

Kuala Lumpur
Jan-13-2025

Istanbul
Jan-20-2025

Paris
Jan-20-2025

Singapore
Jan-27-2025

Amsterdam
Feb-03-2025

Dubai
Feb-03-2025

Barcelona
Feb-10-2025

Kuala Lumpur
Feb-10-2025

Istanbul
Feb-17-2025

Paris
Feb-17-2025

Singapore
Feb-24-2025

Amsterdam
Mar-03-2025

Barcelona
Mar-03-2025

Dubai
Mar-10-2025

Istanbul
Mar-10-2025

Kuala Lumpur
Mar-17-2025

Singapore
Mar-17-2025

Paris
Mar-24-2025

Amsterdam
Apr-07-2025

Dubai
Apr-07-2025

Barcelona
Apr-14-2025

Kuala Lumpur
Apr-14-2025

Istanbul
Apr-21-2025

Paris
Apr-21-2025

Singapore
Apr-28-2025

Amsterdam
May-05-2025

Barcelona
May-05-2025

Dubai
May-12-2025

Kuala Lumpur
May-12-2025

Istanbul
May-19-2025

Singapore
May-19-2025

Paris
May-26-2025

Amsterdam
June-02-2025

Dubai
June-02-2025

Barcelona
June-09-2025

Istanbul
June-09-2025

Kuala Lumpur
June-16-2025

Singapore
June-16-2025

Paris
June-30-2025

Barcelona
June-30-2025

Amsterdam
June-30-2025

Dubai
July-07-2025

Dubai
July-07-2025

Barcelona
July-14-2025

Kuala Lumpur
July-14-2025

Istanbul
July-21-2025

Singapore
July-21-2025

Paris
July-28-2025

Amsterdam
Aug-04-2025

Dubai
Aug-04-2025

Barcelona
Aug-11-2025

Istanbul
Aug-11-2025

Kuala Lumpur
Aug-18-2025

Paris
Aug-18-2025

Singapore
Aug-25-2025

Amsterdam
Sep-01-2025

Dubai
Sep-01-2025

Barcelona
Sep-08-2025

Kuala Lumpur
Sep-08-2025

Istanbul
Sep-15-2025

Paris
Sep-15-2025

Singapore
Sep-29-2025

Dubai
Sep-29-2025

Barcelona
Sep-29-2025

Amsterdam
Oct-06-2025

Barcelona
Oct-06-2025

Dubai
Oct-13-2025

Kuala Lumpur
Oct-13-2025

Istanbul
Oct-20-2025

Singapore
Oct-20-2025

Paris
Oct-27-2025

Amsterdam
Nov-03-2025

Dubai
Nov-03-2025

Barcelona
Nov-10-2025

Kuala Lumpur
Nov-10-2025

Istanbul
Nov-17-2025

Paris
Nov-17-2025

Singapore
Nov-24-2025

Amsterdam
Dec-01-2025

Dubai
Dec-01-2025

Barcelona
Dec-08-2025

Istanbul
Dec-08-2025

Kuala Lumpur
Dec-15-2025

Paris
Dec-15-2025

Singapore
Dec-29-2025

Amsterdam
Dec-29-2025

Dubai
Dec-29-2025

Barcelona

Course Details

As global markets increasingly recognize the importance of sustainability and ethical practices, the integration of environmental, social, and governance (ESG) factors into investment strategies has become crucial. Unlike traditional financial analysis that focuses solely on profitability and risk, ESG analysis encompasses a broader evaluation of how companies perform in areas such as environmental stewardship, social responsibility, and governance practices.

The EFFAS Certified ESG Analyst® (CESGA) training course provides a comprehensive exploration of ESG principles, regulations, and integration techniques essential for modern investment decision-making. Participants will gain a deep understanding of how ESG considerations are reshaping investment landscapes, including the historical evolution of ESG, current regulatory frameworks, and practical strategies for incorporating ESG factors into investment processes.

By addressing the latest developments and challenges in ESG integration, the course equips professionals with the skills needed to enhance their investment strategies and ensure compliance with emerging standards.

Upon completion of this course, participants will acquire the following competencies:

Gain a comprehensive understanding of the fundamentals of ESG integration.
Understand the market drivers for future ESG integration, as well as barriers that hinder this integration.
Report ESG performance according to international standards.
Understand reporting disclosure and its implications.
Develop and manage ESG investment strategies and approaches
Assess the impact of ESG on risk and return from different perspectives.
Integrate ESG factors in the investment process chain and valuation models.

This course is designed for professionals involved in investment and financial management, including those who are navigating the growing importance of integrating environmental, social, and governance (ESG) factors into their strategies:

Financial Analysts
Portfolio Managers
Investment professionals
Corporate Sustainability Officers
Investor Relations
Auditors
Consultants
Asset Owners
Asset Managers
Corporate Consultants
Financial Planners
Anyone interested in ESG integration

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

LPC Oxford Street Offices: 25 N Row, London W1K 6DJ

London Head Office: 47 - 49 Park Royal Road, London NW10 7LQ

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

Defining ESG and its key related terms and concepts
Discussing the current landscape of ESG investment
Exploring the historical development of ESG
Discussing ESG strategies and their implications
Discussing the recent development of ESG integration
Understand the market drives that encourage the adoption of ESG integration.
Discovering challenges hindering the adoption of ESG integration

ESG Regulations & Reports

Exploring regulatory frameworks and standards for ESG
Exploring the voluntary and mandatory regimes for ESG reporting
Discussing reporting frameworks
Understanding the meaning of materiality
Understanding reporting disclosure and data source

ESG Integration into the Investment Process

Understanding individual asset classes
Discussing how to develop an ESG-aware investment strategy
Understanding how to conduct macro research and determine asset allocation within an ESG perspective
Understanding how to conduct issuer research to evaluate ESG performance
Techniques for building, managing, and monitoring portfolios
Understanding the role of investment stewardship in engagement and proxy voting
Discussing the importance of fund reporting and regulatory compliance

ESG Integration into Investment Decisions & Analysis

Understanding investment decisions
Identifying ESG value drivers
Discussing the analysis of governance
Understanding how to analyze environmental and social
Techniques to analyze controversies and ESG risk litigations
Discussing how to keep consistency with the business model while integrating ESG
Understanding the meaning of green and sustainable banking

ESG Integration into Model Valuation

Discussing how to integrate ESG into valuation models
Exploring the fundamental strategies for ESG integration into valuation models:

Equities
Fixed income
Infrastructure

Analyzing case studies about integrating ESG into research
Analyzing case studies about integrating ESG into portfolio management
Discussing best practices for ESG analysis
Lesson learned and Q&A
Course evaluation

EFFAS Certified ESG Analyst® (CESGA)

Course Info

Course Details

Course Outline

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