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.
Course Overview
FREE PREVIEWWhat to expect from this course
FREE PREVIEWBefore we begin...
What is Sustainable Investing
FREE PREVIEWSustainable Investing Overview
FREE PREVIEWNavigating ESG Investing Terms
FREE PREVIEWMarket Size
FREE PREVIEWESG Glossary
FREE PREVIEWInterview with an Expert - Irina Scarlete - AMNIe
FREE PREVIEWTest your learnings (Required passing rate 75%)
FREE PREVIEWInvestment Strategies - Part 1
Investment Strategies - Part 2
Financial Performance
Test your learning (Required passing rate 75%)
Environmental Factors
Social Factors
Governance Factors
Bridging ESG Factors and Financial Performance
Test your learning (Required passing rate 75%)
ESG Data and Ratings
Interview: Tamara Close, CFA - ESG Data and Ratings
ESG Standards & Frameworks
Test your learnings (Required passing rate 75%)
Interview with an Expert: Climate Disclosure with Cynthia Williams
Key Takaways
Assignment: Case study
Assignment: Test
Assignment: Explanations
Before you go...
Maria Maisuradze, CFA, FSA
Rob Rankin
Marie-Josée Privyk, CFA, RIPC, FSA Credential
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 hello@education4sustainability.co for more details
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