EFFAS Certified ESG Analyst® (CESGA)

Course Info

Length: 1 Week

Type: Online

Available Dates

Fees

  • Nov-25-2024

    1,800

  • Dec-23-2024

    1,800

  • Jan-13-2025

    1,800

  • Feb-03-2025

    1,800

  • Mar-10-2025

    1,800

  • Apr-21-2025

    1,800

  • May-26-2025

    1,800

  • June-23-2025

    1,800

  • July-14-2025

    1,800

  • Aug-04-2025

    1,800

  • Sep-01-2025

    1,800

  • Oct-06-2025

    1,800

  • Nov-10-2025

    1,800

  • Dec-22-2025

    1,800

Course Details

Course Outline

5 days course

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:


  1. Equities 
  2. Fixed income
  3. 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