ESG Fundamentals

Whether you’re in investment banking, commercial banking, private industry, or investment management, you will no doubt be faced with growing interest in ESG. It is crucial to have an understanding of, perspective around, and ability to work with ESG issues to inform financial decision-making. The intention of this course is to help you develop the critical thinking skills required to work with ESG issues in a variety of ways and in a variety of scenarios. In this course, we will refresh ourselves on the key concepts from CFI’s Introduction to ESG course, then take a deep dive into systems thinking and the importance of context in ESG.

We will work through the mechanics of a materiality assessment and discuss the material risks and opportunities to both internal & external stakeholders.

Finally, we will evaluate the quality of corporate ESG action in a variety of ways and work through an exercise in building our own ESG scorecard using a set of example client directives.  

 

About This Course

Whether you’re in investment banking, commercial banking, private industry, or investment management, you will no doubt be faced with growing interest in ESG. It is crucial to have an understanding of, perspective around, and ability to work with ESG issues to inform financial decision-making. The intention of this course is to help you develop the critical thinking skills required to work with ESG issues in a variety of ways and in a variety of scenarios. In this course, we will refresh ourselves on the key concepts from CFI’s Introduction to ESG course, then take a deep dive into systems thinking and the importance of context in ESG. We will work through the mechanics of a materiality assessment and discuss the material risks and opportunities to both internal & external stakeholders. Finally, we will evaluate the quality of corporate ESG action in a variety of ways and work through an exercise in building our own ESG scorecard using a set of example client directives.

Outline

Upon completing this course, you will be able to:

• Explain key ESG concepts and the considerations for companies & investors. 
• Leverage systems thinking to assess materiality across companies and industries.
• Determine risks & opportunities for both internal and external stakeholders.
• Evaluate ESG maturity, the quality of disclosures, and actual performance. 
• Learn to build an ESG scorecard using an example company and set of client directives.

Who Should Attend

This ESG Fundamentals course is perfect for any analyst who would like to better understand how a company manages risks and opportunities that shifting market & non-market conditions create in today’s world. This course works through a materiality assessment and discusses the material risks & opportunities with respect to key stakeholders, which would be useful for beginner and intermediate level research analysts, banking and investment professionals, or business and finance students seeking to gain further insight into ESG. The exercises and tools explored in this course will also be useful for any business analyst that wishes to advise both private and public market clients on ESG strategies and improved disclosures.

About Our Expert
		Noah Miller Expertise ESG, Sustainable Finance & Impact Investing, Corporate Governance, Climate Risk Management, ESG Reporting, Human Capital Management, Stakeholder Engagement, Organizational Development Education Noah Miller received his MBA in Sustainable Innovation and BA in Community Development & Applied Economics from the University of Vermont. Noah also received a MS in Mediation and Applied Conflict Studies from Champlain College. Experience Prior to launching Rho Impact, Noah Miller worked in ESG consulting, social entrepreneurship, and served in a variety of internal and external consulting capacities. Most recently he spent two years with Summit Strategy Group, serving as the Senior Director of their ESG Consulting and Stakeholder Engagement Practice. Noah has also been an internal management consultant for Keurig-Dr. Pepper (a US-based and publicly listed multinational) and advised global non-profits on revenue generation and program development. Noah currently supports a variety of NGOs on a pro-bono basis – including as a board member for Vermont Businesses for Social Responsibility (VBSR) and sitting on the ESG committee for the Green Building Initiative (GBI).

Continued Risk Learning Credits:  2.5

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].

Registration
Membership Type	Price
Members	$ 107.00
Non Members	$ 119.00

Access

Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.

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Support

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