EFPA ESG Advisor®
This certification offers foundational knowledge and skills in ESG factors, covering essential concepts, principles and strategies related to sustainable finance and investment practices. It provides a broad understanding of ESG factors and their integration into financial and investment advisory services. It covers a range of topics relevant to ESG investing, including Environmental issues, Social considerations and Governance principles.
Target Audience:
The ESG Advisor certificate offers a comprehensive insight into ESG topics and is addressed to all professionals interested in obtaining solid knowledge in this sector, specifically for financial advisors and planners.
> Financial advisors
> Investment advisors
> Green finance experts
> Sustainable development experts
> Wealth Managers
> Financial advisors
> Investment advisors
> Green finance experts
> Sustainable development experts
> Wealth Managers
Continuous Professional Development Program:
To maintain a high level of competence and update their knowledge, EFPA requires its certificate holders to follow a continuous professional development (CPD) program.
The CPD activities recognized in the CPD program can be made of internal or external training programs, seminars, webinars, and conferences.
The CPD activities recognized in the CPD program can be made of internal or external training programs, seminars, webinars, and conferences.
Final examination
Final examination:
To access the ESG exam, a certificate of attendance to a training course is required. Examinations are conducted by EFPA Armenia upon completion of the program, and held at the UBA premises.
Exam Rules
Examination Registration
Eligibility to take the examination requires successful completion of the training course. Payment is due only upon completion of the course.
Examination Fee
Training program
| Topic | Duration (days/hours) | |
|---|---|---|
| Module 1 | Key definitions, developments and drivers | 2h30 |
| Module 2 | ESG factors and impact on security analysis/valuation | 3h30 |
| Module 3 | Sustainable investing approaches and strategies | 3h30 |
| Module 4 | Engagement: elevating the importance of sustainable issues at companies’ level | 3h30 |
| Module 5 | Sustainable mutual funds and collective investment vehicles | 3h30 |
| Module 6 | A main example of impact investing: Green bonds and Social bonds | 1h30 |
| Module 7 | EU/AM legal framework on the integration of ESG factors by investment firms and financial advisors | 2h30 |
| Ընդամենը | 24 ժ |
Phone:
+374 60 52 22 33
Email:
efpa.armenia@uba.am