Cfa Esg Investing Certification Preparation

CFA ESG Investing Certification course preparation, this course will help you clear CFA ESG certification with ease

What you'll learn

The concepts and learning objectives to successfully clear CFA ESG Investing exam

Understand the fundamental concepts of Environmental, Social, and Governance (ESG) investing.

Develop a framework for analyzing how ESG factors impact investment analysis and decision-making.

Dissect the distinct impact of ESG considerations on different industries (e.g., energy, technology, financials).

Examine how ESG factors influence various asset classes (e.g., equities, fixed income, real estate).

Learn to determine which ESG factors have financial relevance for specific companies or industries.

Integrate ESG data into traditional financial analysis and valuation models.

Construct portfolios using various ESG integration techniques (e.g., negative screening, thematic investing, best-in-class, impact investing).

Design investment strategies that align with specific ESG goals or mandates.

Understand the principles of active ownership, shareholder engagement, and proxy voting in the context of ESG investing.

Learn about ESG reporting standards and frameworks (e.g., GRI, SASB, TCFD)

Explore the evolving landscape of ESG-related regulations and policies.

Examine the ethical dimensions of ESG investing, such as greenwashing, trade-offs between different ESG factors, and balancing impact with financial returns.

Master the key concepts and themes covered in the exam syllabus.

Practice exam-style questions to develop test-taking skills and confidence.

Requirements

No requirements or prerequisites for taking this course

Description

Welcome to this online course on CFA ESG Investing: Certification Preparation, designed to equip you with the knowledge and skills necessary to excel in the ESG Investing Certification from CFA. This course is specifically tailored to provide you with a thorough understanding of the topics covered under the CFA ESG Investing certification. Whether you are an investing professional, a finance expert, an individual investor passionate about ESG or a student, this course will guide you towards success in the certification exam and beyond.Through a carefully structured curriculum, we will delve into the core concepts and frameworks of ESG Investing. You will explore the interconnections between environmental, social, and governance factors, and gain insights into their profound impacts on the organisations and economies globally.This course will not only focus on theoretical knowledge but also emphasize practical application. We will analyze real-world case studies, conduct investing assessments, and explore industry best practices.To facilitate your exam preparation, the course content aligns closely with the CFA ESG Investing Certification curriculum. You will receive in-depth coverage of the key exam topics, including ESG impacts, ESG integration, ESG frameworks, and responsible investing.Throughout the course, you will have access to comprehensive study materials, downloadable resources, and interactive quizzes to reinforce your understanding. Additionally, you will benefit from exam-focused strategies and tips, enabling you to approach the certification exam with confidence and achieve outstanding results.By enrolling in this course, you are taking a significant step towards advancing your career in sustainability and climate risk management. Prepare to clear the CFA ESG Investing Certification from GARP with ease and flying colors, and position yourself as a knowledgeable and competent professional in the field.Join us on this transformative learning journey, and gain the expertise needed to make a positive impact on the ESG Investing landscape, organizations and our planet.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Chapter 1

Lecture 2 What Is ESG Investing

Lecture 3 Types of Responsible Investment

Lecture 4 Macro-Level Debate on ESG Incorporation

Lecture 5 Financial Materiality of ESG Integration

Lecture 6 Putting ESG Into Practice

Lecture 7 Key Initiatives

Section 3: Chapter 2

Lecture 8 ESG Investing in Numbers, Market Drivers of ESG and Challenges

Lecture 9 Asset Owners, Asset Managers, Fund Promoters, and Financial Services

Lecture 10 Policymakers, Regulators, Investees, Governments, Civil Society, and Academia

Section 4: Chapter 3

Lecture 11 Key Environmental Issues & Systemic Relationships

Lecture 12 Key Megatrends and Drivers Influencing Environmental Change

Lecture 13 Assessment of Materiality of Environmental Issues

Lecture 14 Approaches to Account for Material Environmental Analysis and Risk Management

Lecture 15 Applying Material Environmental Factors to Financial Modeling, Ratio Analysis

Lecture 16 Opportunities Relating to Climate Change and Environmental Issues

Section 5: Chapter 4

Lecture 17 Social and Environmental Megatrends

Lecture 18 Key Social Issues and Business Activities

Lecture 19 Identifying Material Social Factors for Investors

Section 6: Chapter 5

Lecture 20 What Is Corporate Governance

Lecture 21 Characteristics of Effective Corporate Governance

Lecture 22 Structural Corporate Governance Differences in Major World Markets

Lecture 23 Corporate Governance and the Independent Audit Function

Lecture 24 Corporate Governance and the Investment Decision-Making Process

Section 7: Chapter 6

Lecture 25 Stewardship and Engagement

Lecture 26 Codes and Standards

Lecture 27 Engagement Styles

Lecture 28 Effective Engagement - Forms, Goal Setting

Lecture 29 Voting

Lecture 30 Engagement Across Different Asset Classes

Section 8: Chapter 7

Lecture 31 Different Approaches to Integrating ESG

Lecture 32 ESG Integration in Listed Equities

Lecture 33 ESG Integration in Listed Equities

Lecture 34 Case Studies

Lecture 35 ESG Integration Databases and Software

Lecture 36 Mutual Fund and Fund Manager ESG Assessment

Section 9: Chapter 8

Lecture 37 ESG Integration - Strategic Asset Allocation Models and Asset Manager Selection

Lecture 38 Approaches to ESG Integration

Lecture 39 Evolution of ESG Integration

Lecture 40 ESG Screening Investment Strategies

Lecture 41 Applying ESG Screens to Individual Companies and Collective Investment Funds

Lecture 42 Managing the Risk and Return Dynamics of an ESG Integrated Portfolio

Lecture 43 Full ESG Integration, Exclusionary Screening, and Positive Alignment

Lecture 44 ESG Integration in Index-Based Portfolios and Established Datasets

Section 10: Chapter 9

Lecture 45 Clarifying Client Needs

Lecture 46 Developing Client-Relevant ESG

Lecture 47 Greenwashing and Its Consequences

Lecture 48 Tailoring ESG Investment Approach to Client Expectations

Lecture 49 Holding Managers to Account

Section 11: Thank You!

Lecture 50 Thank you!

Students and recent graduates,Professionals seeking to transition into ESG-focused roles,Investment Professionals,Industry professionals working in adjacent fields,Concerned investors,Active asset owners,Leaders in various fields