EFFAS ESG Essentials® 2.1

EFFAS ESG Essentials® 2.1 is the ideal entry point for professionals new to ESG, or for teams seeking a shared foundation. In five focused modules — including two integrated case studies — it covers the ESG landscape, the European regulatory environment and the basics of integrating sustainability into investment decision-making.

What you’ll learn

• The key sustainability trends shaping finance
• The European regulatory context and its implications for investment advisers
• The voluntary principles and standards of reference in sustainable finance
• How sustainable investment instruments and strategies work in practice

Programme structure

Five modules delivered online, including two practical case studies (one ESG product, one company):

1. Sustainability — an overview
2. Regulatory context in Europe — implications for investment advisers
3. Voluntary principles and standards of reference in sustainable finance
4. Investment instruments and sustainable financing
5. Sustainable investment strategies for portfolio construction

Exam & certification

The certification exam is 90 minutes of multiple-choice questions; candidates achieving more than 50% pass and are graded SUITABLE. Passing earns the EFFAS ESG Essentials® certificate.

Who it’s for

Banking and insurance managers, investment advisers, financial planners, auditors, lawyers and corporate ESG practitioners who want a solid, practical ESG foundation.

Offered by EFFAS on KnowESG — Europe’s leading certification body for investment professionals.