Preparatory Course - Chartered Financial Analyst® (CFA) ESG Investing

Context

With more than 30,000 billion assets managed according to ESG principles and a double-digit growth rate, sustainable/responsible finance has become a must.

This internationally recognised certification programme provides anyone working in investment functions (advisor, relationship manager, portfolio manager, analyst, fund manager) with key skills to enable them to embark on the journey of impact investing (or responsible and sustainable investment) with confidence and success.

With 60 years of existence, the CFA Institute is today the most recognised professional certification body in the financial industry.

The training is based on teaching and coaching, aimed at reinforcing the employee's knowledge and enabling him or her to successfully pass the certification. Top Finance is a certified "CFA Official Preparation Provider".

Key objectives

1. Understanding the issues, the ecosystem and the territory of sustainable finance
2. Understand systemic relationships, concrete impacts, mega trends and approaches to ESG analysis at country, sector and company level
3. Understand the aspects of ESG analysis, assessment and integration
4. Analyse the influence of ESG factors on company valuation and stock performance
5. Apply different approaches to ESG analysis and integration across a multi-asset class portfolio
6. Mastering the aspects related to investment mandates, portfolio analysis and client reporting

Target audience

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Training offered in partnership with