Online ESG Certification Program (EFPA)
Get your ESG Advisor (EFPA Spain) certification and prove your expertise as a financial advisor in sustainable finance
The ESG Advisor (EFPA Spain) Certification Program will provide you with a broad overview of the most relevant topics in sustainable finance and its impact on financial advisory. In recent years, sustainable finance has gone from being a minority choice, aimed at clients interested in ethics or environmental protection, to becoming a mainstream investment trend that is here to stay and that every finance professional should know.
What will you achieve?
The teaching team, made up of professionals in the different areas of the ESG Advisor (EFPA) Certification Program, will boost your learning. Through online self-study, with pdf material, scorm, self-assessment exercises, videos and tests, you will achieve:
Professional development
You will acquire the knowledge and skills to perform a wide range of professional functions in the financial field of sustainability.
Specialization
You will master the concepts, trends, strategies and investment products in sustainable finance. You will acquire knowledge about corporate responsibility, social and governance criteria. You will be able to assess the impact of new sector regulations (taxonomy, green bond standard, green label, MiFID II). And you will design investment portfolios that take sustainability criteria into account according to the client's risk level and characteristics.
Certification
You will prepare to pass the official ESG Advisor (EFPA Spain) Certification exam.
Who is it for?
The program is aimed at: -Financial advisors and planners -Executives and professionals from financial institutions and insurance companies -Fund management, private banking or financial advisory professionals -Financial and strategic consulting professionals
Where will you be able to work?
The ESG Advisor (EFPA Spain) Certification Program enables you to develop your professional career as a financial advisor by adding the sustainability factor to your advisory and management of financial products and services, offering comprehensive advice in the field of sustainable finance, taking into account what it implies and how it is impacting financial markets.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
A curriculum that prepares you to certify as an expert financial advisor in sustainable finance
Online methodology with the support of a virtual tutor and open, with a maximum duration of 6 months
- PDF and Scorm material
- Self-assessment exercises
- Videos
- Online tests
Module 1. Introduction to sustainable and responsible finance
Module 2. Strategies and products in Socially Responsible Investment
Module 3. Green Finance
Module 4. Sustainable Investment Funds
Module 5. Insurance and pension products
Module 6. Sustainable banking products
Module 7. Green, social and sustainable bonds
Module 8. Impact investment and venture capital
Module 9. Environmental aspects
Module 10. Transition to a low-carbon economic and financial system
Module 11. Social and governance aspects
Module 12. Regulatory initiatives within the EU
Module 13. Integration of ESG criteria
Module 14. Sustainable finance advisory
Module 15. Future of sustainable finance and digital transformation
Learn from a faculty of active professionals
Graduate in Economics and in Actuarial and Financial Business Sciences, with the title of Insurance Actuary, from Universidad de Barcelona. MBA from Pennsylvania State University, sponsored by the Fulbright Program, and CFA (Chartered Financial Analyst).
She developed her professional career over more than 15 years in the financial industry (including retail banking, auditing, insurance, management control, and financial markets), 10 of them as an equity analyst specializing in the Spanish banking sector, at investment banks such as Lehman Brothers and Morgan Stanley in London, where she was Executive Director in the European Banks team.
Eva is also an ACC coach certified by ICF (International Coaching Federation) and a specialist in leadership and change management.
She has worked with various business schools, including IESE and Kedge Business School, and has been a lecturer at IEF since 2013.
Learn online with personal support
Online
Study independently, with great flexibility
- 6 months
- Spanish
- Autoestudio online
- ESG Advisor (EFPA Spain)
- 508.20€
