Fitch Learning
ESG Fundamentals Certificate

e-Learning, practice questions and online assessment

With a focus on ESG factors and their impact on the investment analysis and portfolio management activities, this digital certificate is designed to provide candidates with the necessary knowledge and understanding to comprehend ESG topics in the context they are working in. This is suitable for all roles within financial services organisations that require a fundamental understanding of ESG Investing. Typical roles include sales and distribution, investment administration, product development, risk, advisory, investment and wealth management.

Fitch Learning ESG Fundamentals Certification

Our ESG Fundamentals Certificate combines engaging e-Learning with an online assessment and certification to deliver a widely applicable and time efficient certification journey. The overall journey time including learning and online assessment is approximately 5-10 hours, depending on prior experience.

e-Learning

Candidates work through e-Learning to understand and practice the topics.

  • 4 standalone modules
  • e-Learning combines video and interactive elements
  • Access to SME support via helpdesk

Online Assessment

When ready, candidates take an online assessment to test and demonstrate their understanding.

  • Delivered online
  • 50 questions
  • Online assessment
  • Backed by practice questions to prepare for the online assessment.

Certification

  • Upon passing the assessment, the candidate is provided with an online certificate.

Certificate Includes

Total Study Time

Approx. 5-10 hours, depending on prior experience

Resources

Four e-Learning modules with practice questions

Candidate Support

Direct help desk access

Languages

Available in the following languages; English, Arabic, Chinese, French, German and Spanish

Award

Online certificate of completion

Digital Badge and Certification

Fitch Learning have partnered with Credly Acclaim – an industry leader that issues digital certificates and badges. The platform allows participant’s achievements to be publicly verified, recognized and shared.

*paid add on option

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e-Learning Content

Our ESG Fundamentals Certificate includes a combination of e-Learning, practice questions and online assessment.

1. ESG Factors

  • Factors that affect each element of ESG investing
  • How do the ESG factors influence investment decision making

2. ESG market and engagement

  • Key drivers that have driven the market growth and size
  • Explaining the different types of ESG investing

3. Integrating ESG into investment analysis

  • ESG analysis and valuation
  • ESG Integration

4. Integrating ESG into portfolio management

  • ESG Integrated portfolio construction and management
  • Investment mandates, portfolio analytics and client reporting

ESG and Sustainable Investing Video

Training courses
(virtual or in-person)

Bespoke training, designed for your business:

  • ESG fundamentals
  • Relationship Manager upskilling
  • Specialist functions
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Fitch Learning ESG Fundamentals Certificate is CISI accredited and CPD endorsed

ESG Fundamentals Certificate

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