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

Catalog | Training given in partnership with Top Finance


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

  • Investment advice
  • Investment Solutions
  • Product Manager


  • Sustainable finance
  • Weatlh Management
  • Asset classes


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

  • 7 non-consecutive evenings 
  • In person at the ISFB premises
  • On weekdays, from 6:00 pm to 9:00 pm
  • Language : English (B2/C1)

The certificate is composed of 9 modules over several evenings:

  • Evening 1: ESG (1) & ESG Market (2)
  • Evening 2: Governance factors (3) & engagement / stewardship (7)
  • Evening 3: Environmental (4) & social factors (5)
  • Evening 4: ESG Analysis I (6)
  • Evening 5: ESG Analysis II (6)
  • Evening 6: ESG & Portfolio construction (8)
  • Evening 7: Investment mandates & portfolio analytics (9)


CHF 2'450.00 (member price)

CHF 3'062.00 (non-member price)

The member prices apply to all ISFB member institutes and their employees.


Please complete the online application form.

Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.

The general conditions of the ISFB apply as soon as you validate our offer.

Opening of the next session

The next session begins on October 07, 2024 at 6:00 pm.

The complete training schedule is available here.

Application for registration