ESG Integration & Financial Analysis (2024)

[Specialization] Examine how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet.

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Corporate Finance Institute

ESG Integration & Financial Analysis

Overview
What You'll Learn
Career Programs
What Students Say
FAQ

Overview

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.

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.

ESG Integration & Financial Analysis

4.9

Led byKyle Peterdy

Led byRahul Gill

Level 3

Approx 6.5h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Enjoy a Free Preview Free Preview Introduction Free Preview Learning Objectives Free Preview Download Course Files

ESG Integration & Analysis Objectives

Foreword Free Preview ESG Integration vs. ESG Investing Free Preview ESG Integration vs. ESG Investing Example Free Preview End of Free Preview Free Preview The Spectrum of ESG Investing Conventional Investment Strategies and Negative Screening or Exclusion Positive Screening or Inclusion and Thematic Investing Impact Investing and Corporate Philanthropy What ESG Integration Is and Is Not ESG Integration - Intended Outcomes

ESG Initiatives & Financial Modeling

The ESG Innovation Cycle ESG Initiatives - Effects on a Business Integrating ESG Into Traditional Financial Analysis

Case Study - CPG Inc.

Client Intro - CPG Inc Sustainability Report Overview Initiative 1 Overview - Green House Gas Reduction Model Overview (PDF) Model Overview (Excel) Forecast Period Discussion Initiative 1 Layout Overview Initiative 1 Calculations Initiative 1 (Choose Function) Initiative 1 (Combo Box) Initiative 2 Overview - Preparing for Extreme Weather Events Initiative 2 Layout Overview Initiative 2 Calculations Initiative 3 Overview - Labor Rights Issues Initiative 3 Calculations Initiative 4 Overview - Plant Based Meat Sales Initiative 4 Calculations Initiative 5 Overview - Sustainable Thinking as a Risk Mitigation Tool Other Initiatives Calculations Initiatives Summary Assumptions and Drivers Revenue Schedule Costs and Income Statement Cash Flow Statement Other Model Schedules and DCF Dashboard 1 (Switches) Dashboard 2 (EV Linkage) Dashboard 3 (Stacked Column Chart - Enterprise Value) Dashboard 4 (Forecast Summary Linkage) Dashboard 5 (Column Charts - Data and Calculations) Dashboard 6 (Stacked Column Chart - EBITDA) Dashboard 7 (Updating Status Quo) Download Completed Files

Bonus Content

Bonus Content Introduction Download Bonus - Template Self Referencing IF Statement Overview New Reset Switch Setup Self Referencing IF Statement Setup 1-Dimensional Data Table Setup 1-Dimensional Data Table Automation Waterfall Tab Overview Enterprise Value Sequencing and Data Validation List Sequencing and Live Scenario INDEX Functions Macabacus Waterfall Demonstration and EV Linkage Download Bonus - Completed Bonus Content Wrap-Up

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills LearnedFinancial modeling and valuation, sensitivity analysis, strategy
Career PrepInvestment banking and equity research, FP&A, corporate development

Learn More

Environmental Social, and Governance Specialization

Skills LearnedESG Analysis, ESG Integration, ESG Investing, ESG & Business Intelligence
Career PrepAsset Management, Management Consulting, Business Analyst, Credit Analyst, Corporate Development, Senior Leadership

Learn More

What Our Members Say

Excellent Learning

Both theory and the practical demonstration of the ESG integration into the financial model were extremely useful. Highly recommended.

Joel Johny

Great analysis

great modelling for ESG

Hesham Ouf

I take many time to review this course again and again. It hard for me , but I keep trying to complete this course.

It was the good course I love this course

san pisey

Intense, and enlightening

Nice start to learn ESG Initiatives

Gerry Fronda

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.