Sustainable Finance and ESG Investment Fundamentals

About Course

Understand how ESG information informs financing and investment decisions, compare responsible-investment approaches, examine sustainable bonds and assess evidence, risk, fees and claims. Practise with fictional Falcon Capital examples and transparent calculations; the course provides financial education, not personal investment recommendations.

LO01: Distinguish sustainable financing, investing and objectives
LO02: Compare responsible-investment approaches
LO03: Translate ESG information into financial drivers
LO04: Understand equity, debt and basic investment risk
LO05: Evaluate use-of-proceeds green and sustainability bonds
LO06: Assess sustainability-linked KPIs, targets and bond terms
LO07: Challenge ESG data, ratings and transition claims
LO08: Interpret portfolio exposure, carbon intensity and fees
LO09: Plan stewardship and distinguish activity from outcomes
LO10: Prepare a balanced sustainable-investment due-diligence memo

Course Content

Finance purpose and investment approaches
Work through two practical lessons. Distinguish sustainable financing, investing and objectives. Compare responsible-investment approaches.

Distinguish sustainable financing, investing and objectives
Compare responsible-investment approaches

Financial analysis and instrument risk
Work through two practical lessons. Translate ESG information into financial drivers. Understand equity, debt and basic investment risk.

Sustainable bonds and credible targets
Work through two practical lessons. Evaluate use-of-proceeds green and sustainability bonds. Assess sustainability-linked KPIs, targets and bond terms.

Data quality and portfolio interpretation
Work through two practical lessons. Challenge ESG data, ratings and transition claims. Interpret portfolio exposure, carbon intensity and fees.

Stewardship and investment due diligence
Work through two practical lessons. Plan stewardship and distinguish activity from outcomes. Prepare a balanced sustainable-investment due-diligence memo.

Assessment

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Student Ratings & Reviews

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Sustainable Finance and ESG Investment Fundamentals

About Course

What Will You Learn?

Course Content

Finance purpose and investment approaches
Work through two practical lessons. Distinguish sustainable financing, investing and objectives. Compare responsible-investment approaches.

Distinguish sustainable financing, investing and objectives

Compare responsible-investment approaches

Financial analysis and instrument risk
Work through two practical lessons. Translate ESG information into financial drivers. Understand equity, debt and basic investment risk.

Translate ESG information into financial drivers

Understand equity, debt and basic investment risk

Sustainable bonds and credible targets
Work through two practical lessons. Evaluate use-of-proceeds green and sustainability bonds. Assess sustainability-linked KPIs, targets and bond terms.

Evaluate use-of-proceeds green and sustainability bonds

Assess sustainability-linked KPIs, targets and bond terms

Data quality and portfolio interpretation
Work through two practical lessons. Challenge ESG data, ratings and transition claims. Interpret portfolio exposure, carbon intensity and fees.

Challenge ESG data, ratings and transition claims

Interpret portfolio exposure, carbon intensity and fees

Stewardship and investment due diligence
Work through two practical lessons. Plan stewardship and distinguish activity from outcomes. Prepare a balanced sustainable-investment due-diligence memo.

Plan stewardship and distinguish activity from outcomes

Prepare a balanced sustainable-investment due-diligence memo

Assessment

Sustainable Finance and ESG Investment Fundamentals – Final Quiz

Earn a certificate

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About Course

What Will You Learn?

Course Content

Finance purpose and investment approaches Work through two practical lessons. Distinguish sustainable financing, investing and objectives. Compare responsible-investment approaches.

Distinguish sustainable financing, investing and objectives

Compare responsible-investment approaches

Financial analysis and instrument risk Work through two practical lessons. Translate ESG information into financial drivers. Understand equity, debt and basic investment risk.

Translate ESG information into financial drivers

Understand equity, debt and basic investment risk

Sustainable bonds and credible targets Work through two practical lessons. Evaluate use-of-proceeds green and sustainability bonds. Assess sustainability-linked KPIs, targets and bond terms.

Evaluate use-of-proceeds green and sustainability bonds

Assess sustainability-linked KPIs, targets and bond terms

Data quality and portfolio interpretation Work through two practical lessons. Challenge ESG data, ratings and transition claims. Interpret portfolio exposure, carbon intensity and fees.

Challenge ESG data, ratings and transition claims

Interpret portfolio exposure, carbon intensity and fees

Stewardship and investment due diligence Work through two practical lessons. Plan stewardship and distinguish activity from outcomes. Prepare a balanced sustainable-investment due-diligence memo.

Plan stewardship and distinguish activity from outcomes

Prepare a balanced sustainable-investment due-diligence memo

Assessment

Sustainable Finance and ESG Investment Fundamentals – Final Quiz

Earn a certificate

Student Ratings & Reviews

Finance purpose and investment approaches
Work through two practical lessons. Distinguish sustainable financing, investing and objectives. Compare responsible-investment approaches.

Financial analysis and instrument risk
Work through two practical lessons. Translate ESG information into financial drivers. Understand equity, debt and basic investment risk.

Sustainable bonds and credible targets
Work through two practical lessons. Evaluate use-of-proceeds green and sustainability bonds. Assess sustainability-linked KPIs, targets and bond terms.

Data quality and portfolio interpretation
Work through two practical lessons. Challenge ESG data, ratings and transition claims. Interpret portfolio exposure, carbon intensity and fees.

Stewardship and investment due diligence
Work through two practical lessons. Plan stewardship and distinguish activity from outcomes. Prepare a balanced sustainable-investment due-diligence memo.