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Overview

ESG Fundamentals course overview

Whether you’re in investment banking, commercial banking, private industry, or investment management, you will no doubt be faced with growing interest in ESG.   It is crucial to have an understanding of, perspective around, and ability to work with ESG issues to inform financial decision-making.

The intention of this course is to help you develop the critical thinking skills required to work with ESG issues in a variety of ways and in a variety of scenarios.

In this course, we will refresh ourselves on the key concepts from CFI’s Introduction to ESG course, then take a deep dive into systems thinking and the importance of context in ESG.

 We will work through the mechanics of a materiality assessment and discuss the material risks and opportunities to both internal & external stakeholders.

Finally, we will evaluate the quality of corporate ESG action in a variety of ways and work through an exercise in building our own ESG scorecard using a set of example client directives.

Introduction to ESG learning objectives

Upon completing this course, you will be able to:

  • Explain key ESG concepts and the considerations for companies & investors.
  • Leverage systems thinking to assess materiality across companies and industries.
  • Determine risks & opportunities for both internal and external stakeholders.
  • Evaluate ESG maturity, the quality of disclosures, and actual performance.
  • Learn to build an ESG scorecard using an example company and set of client directives.

Who should take this course?

This ESG Fundamentals course is perfect for any analyst who would like to better understand how a company manages risks and opportunities that shifting market & non-market conditions create in today’s world.

This course works through a materiality assessment and discusses the material risks & opportunities with respect to key stakeholders, which would be useful for beginner and intermediate level research analysts, banking and investment professionals, or business and finance students seeking to gain further insight into ESG.

The exercises and tools explored in this course will also be useful for any business analyst that wishes to advise both private and public market clients on ESG strategies and improved disclosures.

ESG Fundamentals

Get Started

Level 2

Approx 2.5h to complete

100% online and self-paced

What you'll learn

Lesson
Multimedia
Exams
Files
Qualified Assessment

What our students say

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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