ESG Integration & Financial Analysis Course Overview
Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms’ capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company’s valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet.
After covering the most important qualitative and quantitative factors that may impact a company’s financials, we dive into a case study where we interpret ESG information from an example company’s sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.
ESG Integration & Financial Analysis Learning Objectives
Upon completing this course, you will be able to:
- Define ESG integration.
- Explain how ESG integration and ESG investing are different, as well as how they may complement one another.
- Analyze how ESG factors (or company initiatives) may impact its financial results.
- Translate company-provided sustainability information into model assumptions.
- Integrate a company’s ESG initiatives into a financial model and see how they may affect company valuation.
- Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.
ESG Integration & Financial Analysis is a required course of CFI’s Environmental, Social & Governance (ESG) Specialization
CFI's Environmental, Social & Governance (ESG) Specialization offers skills including materiality analysis, building an ESG scorecard to measure company performance, integrating ESG factors into a financial model, and defining different types of ESG investing. From beginner to experienced professionals, this specialization is designed to provide a deep understanding of the ESG landscape and to prepare you to integrate this knowledge into your career.
Who Should Take This Course?
This ESG Integration & Financial Analysis course is perfect for investment professionals, management consultants, and financial analysts of all walks, as well as investor relations teams and senior managers at both private and public companies.