ESG for investment and finance management

This series of online learning modules provides you with the essential ESG know-how in order to advise your clients on ESG topics. You obtain extensive insights on different approaches to integrate ESG into financial products, specifically in investment and credit management.

Content of the ESG e-learning modules

Module 1: Introduction and background

Roots and prerequisites for ESG investments
Characteristics of ESG
Regulation initiatives in the EU and Switzerland
Drivers and challenges of ESG-compliant investing

Module 2: ESG investments

ESG integration in the investment process
ESG investment approaches
ESG investment in different asset classes

Module 3: Lending

ESG integration in the credit process
ESG considerations in mortgage lending
ESG integration in project financing

Module 4: Regulations and guidelines

Product and service classification
ESG integration in client advisory processes
SwissBanking ESG guidelines
Finma guidance on greenwashing

Module 5: Analysis and data

ESG indicators and ratings
Data sources, quality and issues in ESG

Module 6: Stewardship and Engagement

Purpose, targets and characteristics of stewardship and engagement
Application of engagement strategies in various asset classes
Key success factors of engagement

ESG e-learning and e-testing

The ESG online library comprises of six modules.

The first module provides an overview of the ESG philosophy and explains the drivers and challenges of ESG investing. It helps the learners to obtain a general understanding on the reasons why ESG has become so critical.
Module 2 takes a deep dive into the various ESG investing strategies and shows their applicability in practice.
Module 3 explains the key components of ESG loan and credit business in detail, including rating and pricing of ESG risks.
The fourth module gives an overview of international and Swiss regulations, including the ESG guidelines of SwissBanking, FINMA and relevant EU regulations.
With module 5, you deepen your understanding of ESG indicators and ratings and the relevant data requirements in order to come up with a solid analysis.
With the final module 6, you gain an understanding of the ESG concepts of stewardship and engagement and understand how it is put in place in various scenarios.

The modules build on each other and allow bank personnel to get a first-hand expertise right from the beginner’s level. They contain a variety of interactions, including illustrations, graphs, videos, and links to other relevant sources.

In addition, you can continuously check learning progress by conducting tests.

Your benefit

You obtain a profound and deep understanding on how trends in ESG influence the world of banking and financial services products and change the behaviors of everyone in business.

You will understand how private and corporate clients should be advised, when it comes to investing funds and financing with an ESG perspective.

You get an understanding of the different ESG concepts and data applied in asset management, including investment strategies and shareholder engagement, as well as financing.

You meet the current regulatory requirements (e.g. FINMA and self-regulation of SwissBanking).

Target audience and accreditation

Relationship Managers working in banking, wealth management and other institutions in financial services; specialists, consultants, middle and back office personnel.

The online modules are accredited by the following institutions as CDP/recertification measures:

United Kingdom: Chartered Institute for securities & Investment (CISI)
Switzerland: Swiss Association of Quality (SAQ)
Singapore: Institute of Banking and Finance (IBF)

Fintelligence is Partner of Swiss Sustainable Finance.

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Fintelligence: ESG modules for investment and finance management