ESG in Finance and Investing

4.9 (11,647 Ratings)

Learn how environmental, social, and governance (ESG) factors influence financial analysis and investment decisions. Build a foundation in accounting, corporate finance, and valuation while learning to integrate ESG data into financial models, analyze carbon markets, and develop integrated investment strategies.

Skills You’ll Gain:

Environment, Social, Governance (ESG), Risk Management, Valuation, Capital Markets, Performance Analysis, Qualitative Business Analysis

Great For:

Investment Analysts, ESG Analysts, Portfolio Managers, Risk Managers, Sustainability Analysts, Credit Analysts, Corporate Finance Professionals, and Financial Professionals who incorporate ESG into investment and risk decisions

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ESG in Finance and Investing
8 total courses (8 required)
Self-Paced & 100% Online

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Self-Study Plan

Full Immersion Plan

Get FMVA and unlimited access to all courses, certifications, specializations, and comprehensive financial models.

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ESG for Finance and Investing Program Overview

Environmental, social, and governance (ESG) considerations increasingly influence investment decisions and corporate strategy. Finance professionals need an understanding of how sustainability factors affect financial performance and risk. Regulators, investors, and financial institutions place greater emphasis on ESG transparency and climate-related disclosures. As a result, demand is rising for professionals who can analyze ESG data and apply sustainability considerations into financial decision-making.

CFI’s ESG in Finance and Investing Specialization equips you with the practical financial and analytical skills to incorporate ESG factors into financial analysis, valuation, and investment decisions. The program begins with core foundations in accounting, corporate finance, and business valuation. From there, learners progress into ESG frameworks, ESG integration in financial analysis, greenhouse gas accounting, carbon markets, and climate risk management.

With the specialized skills emphasized in this program, you will be prepared to evaluate ESG risks and opportunities, integrate sustainability factors into investment strategies, and support informed capital allocation decisions. Completing this specialization from CFI enhances your credibility in sustainable finance and helps position you for career advancement in investment management, financial analysis, and risk management.

What's in the ESG for Finance and Investing?

8 courses

Consisting of 511 lessons

40+ interactive exercises

Learn by doing with guided simulations

Blockchain certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

Earning Your Certificate in ESG in Finance and Investing

Step 1.

Core Courses

Complete 8 required core courses to build your skill set in ESG in Finance and Investing.

Introduction to ESG

4.8 (844 Ratings)

50min

ESG Fundamentals

4.8 (70 Ratings)

1h 51min

Accounting Fundamentals

4.9 (7,534 Ratings)

2h 28min

Corporate Finance Fundamentals

4.8 (2,954 Ratings)

1h 36min

Introduction to Business Valuation

4.8 (159 Ratings)

3h 9min

ESG Integration & Financial Analysis

4.9 (53 Ratings)

3h 15min

Carbon Market Fundamentals

5 (23 Ratings)

1h 13min

ESG Risk Management

4.8 (10 Ratings)

1h 19min

Hide All Core Courses

Step 2.

Get Earn Your Certificate in ESG in Finance and Investing Certified

Congratulations on becoming a certified ESG in Finance and Investing! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.

* Steps are for individual learners. For customized learning solutions for your team, please visit our CFI for Business page to contact us.

Skills & Learning Objectives in ESG in Finance and Investing

30%

Environment, Social, Governance (ESG)

25%

Valuation

20%

Risk Management

15%

Capital Markets

10%

Accounting

1.

30%

Environment, Social, Governance (ESG)
2.

25%

Valuation
3.

20%

Risk Management
4.

15%

Capital Markets
5.

10%

Accounting

Environment, Social, Governance (ESG)

Understand the core principles of ESG and how environmental, social, and governance factors influence financial performance and investment decisions
Identify key ESG frameworks, reporting standards, and metrics used by investors, regulators, and corporations
Evaluate how ESG considerations affect corporate strategy, long-term value creation, and stakeholder expectations

Valuation

Risk Management

Capital Markets

Accounting

Meet Your Instructors

Noah Miller

Noah Miller is the Co-Founder and Chief Advisory Officer at Rho Impact, a North-American Based ESG advisory and software company. He has been CFI's ESG subject matter expert since 2020. Noah has held a variety of roles in the ESG space, ranging from consulting practice leader to fractional director for multiple public and private companies to a board advisor.

Jeff Schmidt

Jeff is the Vice President, Financial Modeling at CFI. Prior to joining CFI, Jeff Schmidt taught financial modeling and valuation to thousands of learners all over the world for over a decade.

Duncan McKeen

Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.

Scott Powell

Scott is the Co-Founder of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.

Kyle Peterdy

Kyle is VP, Commercial Banking & Credit with CFI. Kyle’s background is in commercial lending, including real estate transactions and construction project financing, where he spent significant time assessing physical environmental risks.

Careers in ESG in Finance and Investing

Asset Management

Enhance your ability to integrate ESG considerations into investment analysis and portfolio management for institutional and individual investors.
Portfolio Management

Evaluate ESG risks and opportunities when constructing and managing diversified investment portfolios.
Financial Analyst

Integrate ESG factors into financial analysis and valuation to support better investment and corporate finance decisions.
Equity Research

Conduct ESG-integrated company analysis to inform buy, hold, or sell investment recommendations.
Credit Analyst

Incorporate ESG considerations and analysis techniques into your assessment of a borrower’s creditworthiness.
Corporate Development

Make more informed decisions around mergers, acquisitions, and long-term corporate growth strategies by incorporating ESG considerations.

ESG in Finance and Investing Graduates Work in Leading Organizations

What Our Students Say

Over 75% of CFI learners report improved productivity or competency within weeks.

This particular course is very engaging and clear even for me, who have very little knowledge of finance.

Akshay Sanwal

The introductory course was very concise, detailed, and informative with relevant real world examples which significantly helped apply the concepts in assessing my own business’ footprint.

Brittian Foster

ESG specialization is highly required skills and glad CFI is solving that issue.

Chaitanya Korra

CFI’s ESG programme is a very useful tool towards mitigating contemporary challenges facing the business world.

Johnny Marudu

Displaying the varying investment strategies a ESG-observant business may pursue, along with the relative factors taken into consideration for each strategy, enabled me to understand a business’ general stance on an ESG-related concept, such as greenhouse gas emissions. The bonus content pertaining to the use of data tables to automatically generate status quo figures was an enlightening trick, even for a frequent Excel user.

Jude Baguio

The Course was very educating, precise and informative. The diagrams helped a lot in understanding the terms and concept being explained.

Juliet Nwosu

Very practical and presents the most update-to-date practice and standards in ESG disclosure over the world.

Liwei Ma

My employer had asked me to look into it to prepare an ESG initiative for our company. I was so relieved to see that CFI offered an ESG course. I was super thrilled to learn so many new skill sets and topic areas.

Olga Abinader

Great illustration of the potential for ESG to impact a business. Incorporating a holistic view to complement the initiatives proposed and sensible assumptions with a high degree of prudence as to the positive ESG impact on WACC and employee and customer behaviour.

Steve Nevin

The course really helped me in understanding the various ESG factors that may affect the decisions and have an impact on its stakeholders.

Veral Bajaj

ESG in Finance and Investing FAQs

If you haven’t found your answer from our FAQ, please send us a message.

What are the admission requirements for the ESG in Finance and Investing?

There are no formal prerequisites—you don’t need a finance background to start. The program begins with fundamentals and builds to advanced case studies, making it accessible for beginners and valuable for experienced professionals. All you need is Excel (2016 or newer), a computer, and an internet connection. You have the option to take prep courses in areas such as Excel, accounting, and corporate finance—all included in your CFI subscription.

Is the ESG in Finance and Investing certification recognized worldwide by employers?

Yes. The ESG in Finance and Investing certification is recognized globally and trusted by over 2 million professionals and organizations. Many graduates report promotions, new job offers, or successful career transitions after completing the program, making it one of the most respected credentials in corporate finance.

What career opportunities can the ESG in Finance and Investing help me pursue?

The ESG in Finance and Investing program prepares you for roles as a financial analyst, investment banking associate, equity research analyst, corporate development professional, and private equity analyst. By mastering real–world modeling and valuation skills, you’ll stand out in competitive finance roles across industries.

How does CFI ensure the ESG in Finance and Investing training is practical and job-ready?

Courses are built by industry experts and include hands–on Excel exercises, case studies, and simulations that mirror real finance work. You’ll graduate with desk–ready skills you can apply immediately, along with templates and tools you can use on the job.

How are ESG in Finance and Investing exams conducted, and how do I earn my certificate?

Each course includes an online exam with multiple–choice, fill–in–the–blank, and Excel–based questions. You’ll need at least 80% to pass, and you can retake exams as many times as needed. Once you complete all required courses, your digital ESG in Finance and Investing certificate will be available instantly.

Are CFI courses accredited?

Yes. CFI is accredited by the Better Business Bureau® (BBB) and recognized by leading professional bodies for continuing education, including NASBA in the U.S. and CPA institutions in Canada. Accreditations ensure your training meets high standards and may count toward professional CPE/CPD requirements. You can find more information here.

How much does the ESG in Finance and Investing certification cost, and what’s included with my subscription?

The ESG in Finance and Investing certification is included in CFI’s annual subscription plans, giving you unlimited access to the full course library. Your subscription covers all video lessons, downloadable templates, interactive exercises, exams, and certificates—plus any future updates. There are no hidden fees; everything you need to complete the ESG in Finance and Investingf and earn your credential is included.

What kind of learner support and career resources does CFI provide during the program?

CFI courses are designed for self–paced learning, but you’ll have access to email support for technical and general questions. Learners in the Full Immersion plan also receive premium benefits like one–on–one email feedback from instructors, instant help with AI Tutor, and personalized model feedback. All learners gain access to CFI’s global community, career tools, and free resources to help you apply your skills and take the next step in your career. You can learn on the go with the CFI Mobile App —this course is mobile–friendly and accessible on both smartphones and tablets.

If you haven’t found your answer from our FAQ, please send us a message.

ESG in Finance and Investing

ESG for Finance and Investing Program Overview

What's in the ESG for Finance and Investing?

Earning Your Certificate in ESG in Finance and Investing

Core Courses

Introduction to ESG

ESG Fundamentals

Accounting Fundamentals

Corporate Finance Fundamentals

Introduction to Business Valuation

ESG Integration & Financial Analysis

Carbon Market Fundamentals

ESG Risk Management

Get Earn Your Certificate in ESG in Finance and Investing Certified

Skills & Learning Objectives in ESG in Finance and Investing

Environment, Social, Governance (ESG)

Valuation

Risk Management

Capital Markets

Accounting

Meet Your Instructors

Noah Miller

Jeff Schmidt

Duncan McKeen

Scott Powell

Kyle Peterdy

Careers in ESG in Finance and Investing

Asset Management

Portfolio Management

Financial Analyst

Equity Research

Credit Analyst

Corporate Development

ESG in Finance and Investing Graduates Work in Leading Organizations

What Our Students Say

Akshay Sanwal

Brittian Foster

Chaitanya Korra

Johnny Marudu

Jude Baguio

Juliet Nwosu

Liwei Ma

Olga Abinader

Steve Nevin

Veral Bajaj

ESG in Finance and Investing FAQs