CFA® ESG preparation
Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
7 non-consecutive evenings
Language
English
Location
ISFB Geneva premises
Manager
Oscar Marano
Type
International Certifications
Description
Content
Context
With over 30,000 billion assets managed according to ESG principles, and a double-digit growth rate, sustainable/responsible finance has become a must.
This internationally recognized certification program provides all investment professionals (advisors, relationship managers, portfolio managers, analysts, fund managers) with the key skills they need to embrace impact investing with confidence and success.
With 60 years of experience, the CFA Institute is today the most recognized professional certification body in the financial industry.
Training is based on a combination of teaching and coaching, designed to reinforce the employee's knowledge and enable him or her to successfully pass the certification. Top Finance is a certified "CFA Official Preparation Provider".
This internationally recognized certification program provides all investment professionals (advisors, relationship managers, portfolio managers, analysts, fund managers) with the key skills they need to embrace impact investing with confidence and success.
With 60 years of experience, the CFA Institute is today the most recognized professional certification body in the financial industry.
Training is based on a combination of teaching and coaching, designed to reinforce the employee's knowledge and enable him or her to successfully pass the certification. Top Finance is a certified "CFA Official Preparation Provider".
Key objectives
1. understand the issues, ecosystem and territory of sustainable finance
2. understand systemic relationships, concrete impacts, mega trends and approaches to ESG analysis at country, sector or company level
3. understand aspects of ESG analysis, valuation and integration
4. Analyze the influence of ESG factors on the valuation of a company and the performance of a stock
5. Apply different approaches to ESG analysis and integration across a multi-asset class portfolio
6. Master aspects related to investment mandates, portfolio analysis and client reporting
2. understand systemic relationships, concrete impacts, mega trends and approaches to ESG analysis at country, sector or company level
3. understand aspects of ESG analysis, valuation and integration
4. Analyze the influence of ESG factors on the valuation of a company and the performance of a stock
5. Apply different approaches to ESG analysis and integration across a multi-asset class portfolio
6. Master aspects related to investment mandates, portfolio analysis and client reporting
Target audience
- Investment advice
- Investment solutions
- Product manager
- Investment solutions
- Product manager
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.
CFA1
ESG (1) & ESG Market
Contents: Evening 1
Duration: 3h00
CFA2
Governance factors (3) & commitment / stewardship (7)
Duration: 3h00
CFA3
ESG Analysis I
Duration: 3h00
CFA4
ESG Analysis II
Duration: 3h00
CFA5
Environmental (4) & social factors (5)
Duration: 3h00
CFA6
ESG & Portfolio construction (8)
Duration: 3h00
CFA7
Investment mandates and portfolio analytics (9)
Duration: 3h00
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
7 non-consecutive evenings
Language
English
Location
ISFB Geneva premises
Manager
Oscar Marano
Type
International Certifications
Information
A question about this service? Our manager is at your disposal
Registration
Registration via the website is not possible. Please contact the Product Manager mentioned above.
