EFFAS Certified ESG Analyst® (CESGA) – Especial edition for Holders

Descargar programa

Presentación del curso

Welcome to Your CESGA 4.1 Recertification Journey!
Your Trust in EFFAS Keeps You Ahead in ESG Reporting

Why Recertify with CESGA 4.1?

CESGA 4.1 is the first ESG certification accredited by the European Financial Reporting Advisory Group (EFRAG) that ensures full compliance with the European Sustainability Reporting Standards (ESRS). As the ESRS becomes mandatory across the EU by 2025, companies will face new requirements for transparent, detailed sustainability disclosures. The CESGA 4.1 programme equips you with essential tools and insights to lead the way in ESG reporting.

Leer más

Three Simple Steps to Recertify 

STEP 1: Mandatory Video Modules

To reinforce your knowledge of the ESRS requirements, you are required to complete 5 hours of focused video modules, each designed to give you deep insights into the current regulatory environment and ESG reporting requirements. You must watch these modules in full, without any skips:

  • Module 2: Regulatory Environment
  • Module 5: ESG Reporting
  • Module 9: Case Study on ESG Integration in Investment Decisions and Climate Change (focus on the Climate Change chapter)

Each module includes a short 5-question quiz to help track your understanding and activity.

STEP 2: Download Analysis Tool Templates

To ease the integration of ESRS standards into your professional work, you’ll need to download the PDF materials from Module 7. These resources are specially curated to support ESRS application, ensuring you can quickly and effectively use these templates in your day-to-day tasks.

STEP 3: Pass the Recertification Quiz

To finalize your recertification, complete a 15-item quiz on ESRS content available in the Section Recertification. This assessment covers key insights from Modules 2, 5, and 9 (Climate Change chapter) and will solidify your grasp of the latest standards. You have two attempts to pass ONLY.

RECERTIFICATION MADE EASY

Once you complete these steps, you will receive an official recertification letter via email, confirming your ESRS compliance.

Leer menos

Metodología y Temario

1.1.      Market drivers

1.2.      Empirical evidence about ESG and financial performance

2.1.      EU Action Plan

2.2.      EU Regulations impacting companies

2.3.      EU Regulations impacting the financial service sector

2.4.      International regulatory trends

3.1.      ESG Investment – Where we stand

3.2.      Definitions and developments

3.3.      ESG strategies

4.1.      Introduction

4.2.      Reflections on individual asset classes

5.1.      Voluntary and mandatory regimes

5.2.      Reporting frameworks

5.3.      Concept of materiality

5.4.      Disclosure and data source

6.1.      Investment Guidelines

6.2.      Macro Research & Asset Allocation decision

6.3.      Issuer Research

6.4.      Portfolio Construction, Management & Monitoring

6.5.      Investment Stewardship: Engagement and proxy voting

6.6.      Fund Reporting: ESG quality & performance Attribution

6.7.      The Road Ahead

7.1.      Investment decisions – an overview

7.2.      Identification of ESG value drivers

7.3.      Analysis of Governance

7.4.      Analysis of Environmental and Social: sector specific

7.5.      Analysis of controversies and ESG risk litigations

7.6.      Consistency with the business model

7.7       Identification of ESG value drivers for sovereigns

7.8       Green and Sustainable Banking

8.1.  Investment Guidelines

8.1.      Introduction: ESG and valuation models

8.2.      ESG integration in valuation models

8.2.1.   Equities

8.2.2.   Fixed income

8.2.3.   Infrastructure

8.2.4.   Other asset classes

9.1.      Case study-ESG integration in research

9.2.      Case study-ESG integration in portfolio management

Asia-Pacific

10.1     ESG in Asia Pacific – where we stand

10.2     Regulatory framework in Asia

10.3     Japan and Korea – early movers in ESG

10.4     China – the biggest market for ESG and green finance in 10 years?

10.5     Hong Kong and Singapore – A tale of two green financial cities

10.6     Other Asia Pacific Markets

 

Latin America

  1.         ESG in Latin America: an introduction
  2.         Trends in ESG related practices and policy developments
  3.         Focus on corporate practices
  4.         ESG risk integration: main trends

 

North America

ESG in North America: an introduction

1.1       Essential notions

1.2       Top ESG issues addressed by corporates in the US

1.3       Top ESG issues addressed by companies in Canada

ESG related policy developments in Canada and USA

2.1       ESG policy developments in the US

2.2       ESG policy developments in Canada

Corporate practices

3.1       Practical implications from companies

3.2       The voice of practitioners: guest comments

 

*this content is complementary and will not enter in the exam.