Name: ESG Integration & Financial Analysis
Availability: InStock
Rating: 4.91 (53 reviews)

Overview

ESG Integration & Financial Analysis Course Overview

Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms’ capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company’s valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet. After covering the most important qualitative and quantitative factors that may impact a company’s financials, we dive into a case study where we interpret ESG information from an example company’s sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.

Who Should Take This Course?

This ESG Integration & Financial Analysis course is perfect for investment professionals, management consultants, and financial analysts of all walks, as well as investor relations teams and senior managers at both private and public companies.

ESG Integration & Financial Analysis Learning Objectives

Define ESG integration
Explain how ESG integration and ESG investing are different, as well as how they may complement one another
Analyze how ESG factors (or company initiatives) may impact its financial results
Translate company-provided sustainability information into model assumptions
Integrate a company’s ESG initiatives into a financial model and see how they may affect company valuation
Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models

Prerequisite Courses

Recommended courses to complete before taking this course.

ESG Integration & Financial Analysis

4.9

Led by Kyle Peterdy

Led by Rahul Gill

Level 3

3h 15min

100% online and self-paced

Field of Study: Specialized Knowledge

NASBA CPE Credits: 3.5

Start Learning

What You'll Learn

Lesson

Multimedia

Exams

Files

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Environmental Social, and Governance Specialization

Skills Learned ESG Analysis, ESG Integration, ESG Investing, ESG & Business Intelligence
Career Prep Asset Management, Management Consulting, Business Analyst, Credit Analyst, Corporate Development, Senior Leadership

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Excellent Learning

Both theory and the practical demonstration of the ESG integration into the financial model were extremely useful. Highly recommended.

Joel Johny

Great analysis

great modelling for ESG

Hesham Ouf

I take many time to review this course again and again. It hard for me , but I keep trying to complete this course.

It was the good course I love this course

san pisey

Intense, and enlightening

Nice start to learn ESG Initiatives

Gerry Fronda

Interesting

Is a interresting matter to study. I will be applying and advicing.

Dário Hirgi Meggi

Great Content

Very interesting course learned a lot

Scott LaBrec

ESG

INVEST IN YOUR FUTURE WITH THIS SPECIALIZATION :-)

Zanele Stokwe

Very insightful

CFI has the best content in the market thus far.

Busisiwe Mkhwanazi

Superb learning experience

It was quite an interesting learning journey & I had great learning experiences

Mabote Lesego Luckie

Engaging and practical

I'm glad to have completed this course.

Alvin Lumu

Was a great intro into ESG!

Was most certainly useful to learn more about ESG!

Mate Toth

World Class

World Class Course... Trust me

David Vasquez Abramowicz

Well tailored content

The content of this course is well tailored. I love it!

CPA Ishmael Opande

fantastic course

Really great content

Neo Draxler

Probably best ESG finance training in the internet(!)

Knowledgeable tutors around ESG issues and great xls bonus content

Adam Bilski

ESG Integration & Financial Analysis

ESG is one of emerging trend in corporate world and financial reporting

Joseph Barasa

Driving Risks & Opportunties through ESG.

It it pertinent to note that it is important not only be aware, but be part of the Strategy, Performance and management with clear forward looking disclosures on the risks and opportunties integreated into Business and with clear short-medium-long terms goals .

Vijayakumar Thelaprolu

Great

Interesting course, quite important in today's world

Sabra Saleh

Solid and crosscutting module

It is solid and cross cutting and fortifies modelling and financial analysis skills. If you are rusty on modelling basics just quickly revise those before you undertake this module as that will save you on time.

Regis Tafadzwa Mukwapuna

Good introduction to details of excel modelling

Appreciate the time taken and detailed explanation...however could have been slightly slower in few instances

Vikram Singha

Good one

Nice explanation and content

Vasanth T

A great opportunity for further skill enhancement.

Thank you to the CFI Team.

Abhinav Anand

Excellent course, highly recommended!

Very practical examples on how ESG initiatives reflect on a company's financial statement. Every financial institution should send their finance department staff for the course!

Sharon Urner

Great learning experience

Great tool to have in your toolbox.

Dennis Graham

WOOOOW

I am glad to share that I learnt greatly in this course.

OPEYEMI OLALEYE

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

ESG Integration & Financial Analysis

ESG Integration & Financial Analysis Course Overview

Who Should Take This Course?

ESG Integration & Financial Analysis Learning Objectives

What You'll Learn

Introduction

ESG Integration & Analysis Objectives

ESG Initiatives & Financial Modeling

Case Study - CPG Inc.

Bonus Content

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Environmental Social, and Governance Specialization

Financial Planning & Analysis Professional

What Our Members Say

Joel Johny

Hesham Ouf

san pisey

Gerry Fronda

Dário Hirgi Meggi

Scott LaBrec

Zanele Stokwe

Busisiwe Mkhwanazi

Mabote Lesego Luckie

Alvin Lumu

Mate Toth

David Vasquez Abramowicz

CPA Ishmael Opande

Neo Draxler

Adam Bilski

Joseph Barasa

Vijayakumar Thelaprolu

Sabra Saleh

Regis Tafadzwa Mukwapuna

Vikram Singha

Vasanth T

Abhinav Anand

Sharon Urner

Dennis Graham

OPEYEMI OLALEYE

Frequently Asked Questions