With a focus on ESG factors and their impact on the investment analysis and portfolio management activities, this digital certificate is designed to provide candidates with the necessary knowledge and understanding to comprehend ESG topics in the context they are working in. This is suitable for all roles within financial services organisations that require a fundamental understanding of ESG Investing. Typical roles include sales and distribution, investment administration, product development, risk, advisory, investment and wealth management.
Fitch Learning
ESG Fundamentals Certificate
Our ESG Fundamentals Certificate combines engaging e-Learning with an online assessment and certification to deliver a widely applicable and time efficient certification journey. The overall journey time including learning and online assessment is approximately 5-10 hours, depending on prior experience.
e-Learning
Candidates work through e-Learning to understand and practice the topics.
- 4 standalone modules
- e-Learning combines video and interactive elements
- Access to SME support via helpdesk
Online Assessment
When ready, candidates take an online assessment to test and demonstrate their understanding.
- Delivered online
- 50 questions
- Online assessment
- Backed by practice questions to prepare for the online assessment.
Certification
Upon passing the assessment, the candidate is provided with an online certificate.
Digital Badge and Certification
Fitch Learning have partnered with Credly – an industry leader that issues digital certificates and badges. The platform allows participant’s achievements to be publicly verified, recognized and shared.
e-Learning Content
Our ESG Fundamentals Certificate includes a
combination of e-Learning, practice questions
and online assessment.
1. ESG Factors
- Factors that affect each element of ESG investing
- How do the ESG factors influence investment decision making
2. ESG market and engagement
- Key drivers that have driven the market growth and size
- Explaining the different types of ESG investing
3. Integrating ESG into investment analysis
- ESG analysis and valuation
- ESG Integration
4. Integrating ESG into portfolio management
- ESG Integrated portfolio construction and management
- Investment mandates, portfolio analytics and client reporting
ESG and Sustainable Investing Video
ESG Fundamentals Certificate
To discuss the needs of your organization in more detail, please fill out this form. All fields marked * are mandatory.
If you are looking to purchase this course as an individual, please visit the Fitch Learning website.
Fitch Learning ESG Fundamentals Certificate is
CISI accredited and CPD endorsed