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ESG Training Program (CESGA®) | English Qualification Program (incl. examination fee)

Normaler Preis €0,00 €2.023,00     inkl. MwSt. Angebot

KURSBESCHREIBUNG

Course Description

Online-Program for the EFFAS CESGA® – Certified Environmental, Social and Governance Analyst

The EFFAS and DVFA online ESG training program offers participants extensive access to study material (learning films, handouts, and case studies) via the DVFA Online Academy. All materials and the exam are in English. The content is available to participants for six months. Depending on previous knowledge, we recommend about 30 to 60 hours for processing and preparing for the exam.  

Learning goals

The overall objective is to provide participants with the role of ESG information in the investment process. Upon completion of the program, participants will develop an understanding of ESG.

  • ESG influences on risk and return from different perspectives,
  • the systematization of different ESG investment approaches and strategies,
  • Factors influencing further ESG integration,
  • the integration of ESG into the entire investment process chain,
  • the integration of ESG factors into valuation models,
  • the role of Responsible Investing across all asset classes; and
  • different ESG Reporting Standards.

    Study material

    The EFFAS and DVFA online ESG training program offers participants extensive access to study material (learning films, handouts, and case studies) via the DVFA Online Academy. All materials and the exam are in English. The content is available to participants for six months. Depending on previous knowledge, we recommend about 30 to 60 hours for processing and preparing for the exam.

     

    Table of contents

    PART I

    The first part is an introduction for capital market participants with ESG experience who would like to build up or refresh the fundamentals of ESG as well as for those with no or little experience in ESG investment.

    Module 1: ESG - an Introduction

    The objective of this module is to draw the participants’ attention to the state of the art of ESG. What are the recent market trends and strategies? It reviews the similarities and differences between ESG, RI, SI, SRI, impact, engagement, non-financial terms, and the additional financial terms necessary for application in investment management.

    Module 2: Recent Developments of ESG integration

    The conceptual framework is tested to work ESG aspects into making investment decisions. This module describes the reasons and barriers for using ESG, its implications, the regulatory framework, and critical ESG market drivers. We also discuss how to prove that ESG factors are essential.

    Module 3: Responsible investing across asset classes

    This module aims to describe approaches to ESG from the perspective of portfolio management, analyzing ESG in different asset classes with a focus on bonds and impact investment.

    Module 4: ESG Reporting

    This module focuses on corporate ESG reporting. It will discuss the difference between mandatory and voluntary disclosure as well as difference reporting frameworks (e.g., EFFAS, GRI, TCFD, Integrated Reporting).

    Module 5: Investment Process Chain

    The ESG integration process described in the investment process is essential for understanding the integration of ESG in the valuation process. We discuss methodologies for the development of investment policies, allocation and asset selection, and the process of monitoring and reporting.

    PART II

    This part is tailor-made for advanced ESG users.

    Module 6: Approaches of data analysis: data availability, quality, and usage

    This module will identify the general challenge of different data sources and the identification of material data in combination with the identification and measurement of ESG data.

    Module 7: ESG Integration in Analysis

    Here we present the measurement of the different components of E, S, and G. We will analyze sector-specific characteristics and highlight the consistency with the business model.

    Module 8: ESG Integration in Valuation

    Participants study, through practical examples, the integration of ESG in the process of evaluation of investments, identifying value drivers’ impact on cash flows, beta, external costs, etc. We will study and investigate the integration of KPIs in pricing models like DCF and multiples.

    Module 9: Investment decisions in the context of the investment process chain

    An in-depth analysis of the investment decisions in the process chain, which builds on the basics of the investment process chain in Module 5. Mainly we will discuss Asset Allocation, Security Selection process, Portfolio construction, and the final Investment decision.

    Module 10: Case study

    The case study will integrate all the knowledge and skills the students have gained in the other modules to enhance the usefulness of the program for their daily work.

    Speakers

    Scientific Director of the CESGA® Program: Prof. Dr. Alexander Bassen University of Hamburg

    Overview: speakers of the program

     

    Registration Fees

    Regular: € 1.550,00 plus VAT.

    DVFA members: € 1,400,00 plus VAT

    Additional cost for all participants: EFFAS certification examination fee € 150,00 plus VAT

    Discount advantages for companies for multiple bookings on request, please send an email.

    Information for Participants

    Participants need internet access, to watch videos a specific bandwidth might be necessary.  

    For German participants  
    Aufwendungen für die Fortbildung in dem bereits erlernten Beruf sind grundsätzlich als Werbungskosten bzw. Betriebsausgaben in voller Höhe abziehbar. Mehr Informationen dazu finden Sie auf der Seite der IHK Frankfurt.  

    Credit Points für DVFA Mitglieder  
    Nach erfolgreichem Abschluss des ESG-Programms erhalten DVFA Mitglieder 4 Credit Points im Rahmen ihrer Selbstauskunft.

    Dates

    You can start this, ESG Program anytime.

    The ESG exam

    After working through the material, which is available for six months after registration, the DVFA, in cooperation with EFFAS, offers a final examination in English. The test takes two hours to complete and comprises 120 points (1 point = 1 minute). The exam consists of multiple-choice tasks (60%) and a case study (40%). The exam is passed if a total of half of the 120 points is achieved and at least 20 percent in each of the two parts.
    The exam is expected to be offered three times a year in Frankfurt am Main. Please refer to the registration form for the exact dates.

    • English
    • Duration: 30-60 hrs study; One exam (in-class)
    • Teaching Material: videos, handouts, case study 
    • Booking via the shopping cart or registration form: 
    • international professors
    • Downloads:
    • CESGA® registration form

    YOUR CONTACT

    Ilka Rinke-Rohmann

    Ilka Rinke-Rohmann, Program Manager

    Tel.: +49 69 26 48 48 - 127

    Send email

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