Programme overview & Syllabus
The CESGA is a comprehensive programme structured in 9 Modules. The first eight are dedicated to the theoretical discussion. Module nine presents two case studies requiring the application of the knowledge acquired in the previous modules. Module 10 has complimentary content on the APAC region.
Module 1. Recent Developments in ESG integration
Module 2. Regulatory environment
Module 3. ESG-Strategies
Module 4. Responsible investing across asset classes
Module 5. ESG Reporting (with a more European orientation)
Module 6. ESG Integration in Research
Module 7. ESG Integration in Valuation
Module 8. Investment decision process
Module 9. Case study – ESG integration in the investment decision
Module 10. ESG Regional Developments:
- ESG in Asia Pacific Region
- ESG in Latin America
- ESG in North America
Download the complete EFFAS Certified ESG Analyst® (CESGA) 3.1 Syllabus HERE (PDF)
Download the EFFAS Certified ESG Analyst® (CESGA) Expert Team (PDF) HERE (PDF)
In general, the objective is to make clear to participants the importance of ESG issues in investment processes. On completing the programme students should be able to know and understand:
- ESG impacts on risk and return from various angles.
- Systematization of different ESG investment approaches and strategies.
- Understanding the market drivers for further ESG integration.
- Embedding ESG across the whole in the investment process chain.
- Integration of ESG factors in valuation models.
- Responsible Investing across asset classes.
- Systematically assessing different ESG Reporting standards.
To whom is it intended
The EFFAS Certified ESG Analyst® (CESGA) programme is particularly aimed at financial analysts and portfolio managers who want to integrate ESG data in their capital allocation processes, but also, in general, all investment professionals increasingly committed to ESG issues. Other specialists such as corporate sustainability officers, investor relations, auditors and consultants will find this course interesting to develop a better understanding of the needs of capital markets in terms of ESG information. Summing up it is ideal for asset owners, asset managers, corporate consultants, financial planners, and family offices who wish to embrace ESG integration holistically.
How to become an EFFAS Certified ESG Analyst® Holder
Enrol on the EFFAS Certified ESG Analyst® (CESGA) Programme offered by an accredited EFFAS National Member Society (NMS). If you are located in a country without a NMS please visit EFFAS Academy website for registration.
Prerequisites: None, although some knowledge or experience in finance is helpful.
Pass the EFFAS Certified ESG Analyst® (CESGA) exam organised by EFFAS and its accredited National Member Societies.The exam covers the complete Examination Syllabus and has a duration of 150 minutes with the following two-part structure:
•20 Multiple Choice Questions covering module 1 to 8 (50%)
•1 Practical Case Study with 9 open questions covering module 9 (50%)
To pass the examination, students must demonstrate their knowledge by gaining more than 50% of the 120 examination points and in each part have more than 30% of the answers correct.
The qualification results granted by EFFAS will be SUITABLE or NOT SUITABLE and the results are not open to appeal. EFFAS as awarding body does NOT accept requests by candidates to review the examination paper, nor does it provide detailed information on scores and/or percentage of correct answers / failures in the corresponding examination to the candidate.
Contact the accredited National Member Society in your country or visit the EFFAS Academy website.