ESG & Sustainable Investing 101
Foundational course to build awareness about different aspects of Sustainable Investing and application of the Environmental, Social, and Governance topics in the decision making process.
Improve your Know-Your-Client (KYC) process and unleash new business opportunities by understanding investors’ motivations to integrate environmental, social and governance (ESG) considerations into the investment decision process.
Unpack ESG terminology and standards to facilitate conversations with ESG savvy individuals.
Meet Know-Your-Product (KYP) obligations by understanding and distinguishing various ESG investing strategies, their objectives and their application.
Discover financial implications of sustainability topics for company’s long-term performance.
Gain ESG insights through various tools, resources and frameworks.
This course is recognized by the Investment Industry Regulatory Organization of Canada (IIROC).
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Course OverviewFREE PREVIEW
Before we begin...
Investment Strategies - Part 1
Investment Strategies - Part 2
Test your learning
Bridging ESG Factors and Financial Performance
Test your learning
ESG Data and Ratings
Interview: Tamara Close, CFA - ESG Data and Ratings
ESG Standards & Frameworks
Test your learnings
Interview with an Expert: Climate Disclosure with Cynthia Williams
Assignment: Case study
Before you go...
Marie-Josée Privyk, CFA, RIPC, FSA Credential
Industry experts and practitioners
Founder and Managing Director @ Close Group Consulting Inc. | ESG Integration & Strategy Advisor | Speaker | Board Director |
Senior Portfolio Manager, ESG Investing | Author | Speaker | Pioneer in the emerging field of Engagement Analytics |
Course will require minimum of 2 hours to complete and can take up to 6 hours of your investment if you decide to complete all the recommended readings.
Course consists of 90 minutes of on demand microlearning videos, integrated quizzes, and additional reading resources, if you wish to dive deeper into certain topics. Upon completion, Certificate of Participation will be issued.
Students have up to 2 months from the enrollment date to complete the course.
This course is covering the essentials of Sustainable Investing and ESG, and is built to be accessible for individuals with various backgrounds. Basic understanding of how investment decisions are made is recommended to better understand the course.
Yes. We offer special rates for enrollment of 5 individuals and more. We also provide course customization services to better meet specific employee training needs. Contact us at firstname.lastname@example.org for more details
Foundational course on shareholder engagement and active ownership.
This is a foundational course covering Impact Investing and Impact Measurements. Students will learn about key characteristics of an Impact Investment and process of creation of an Impact Portfolio.
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