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Training Courses

ESG Integration and Financial Analysis

Course Code
FA113
Category
Finance And Accounting
Course ID
2629
Course Outline

Course Overview

This advanced DIXONTECH course provides financial professionals with a comprehensive framework for integrating ESG (Environmental, Social, and Governance) factors into financial and investment analysis. The training bridges traditional financial modelling with sustainability data, helping participants assess risks, opportunities, and valuation impacts associated with ESG performance. By combining analytical techniques and real-world case studies, delegates will gain the expertise to align investment strategies with sustainable finance principles and investor expectations.

TRAINING TOPICS

  • ESG and Its Relevance to Financial Analysis
  • Integration of ESG Factors in Valuation Models
  • Identifying and Quantifying ESG-Related Risks and Opportunities
  • ESG Materiality and Impact on Financial Performance
  • Corporate Disclosure and ESG Data Sources
  • Financial Modelling with ESG Metrics and Scenarios
  • ESG in Portfolio Construction and Asset Management
  • Sustainable Investment Strategies and Screening Approaches
  • ESG Ratings, Scoring Systems, and Benchmarking
  • Case Studies: ESG Integration Across Sectors and Asset Classes

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

  • Identify and evaluate ESG-related financial risks and opportunities
  • Integrate ESG data into company valuation models
  • Analyze the material impact of ESG performance on profitability
  • Assess ESG disclosures and sustainability reports critically
  • Develop ESG-driven investment and risk strategies
  • Communicate ESG integration outcomes to investors and stakeholders
  • Apply sustainable finance concepts to portfolio management

TRAINING IS TAILORED TO:

  • Financial and investment analysts
  • Portfolio and fund managers
  • Risk management and compliance officers
  • Corporate finance professionals
  • ESG analysts and sustainability advisors
  • Institutional investors and asset owners

TRAINING METHODOLOGY

The course combines analytical instruction, Excel-based financial modelling, and practical ESG case studies. Participants will conduct data-driven exercises linking ESG factors to valuation, portfolio construction, and credit risk. Through workshops and interactive simulations, they will build ESG-integrated financial models and assess performance through quantitative and qualitative metrics.

DAY 1

Introduction to ESG Integration and Sustainable Finance

  • Define ESG and its impact on financial markets
  • Explore ESG trends in global investment ecosystems
  • Understand ESG integration within traditional finance frameworks
  • Review global regulatory and reporting standards (EU Taxonomy, SFDR)
  • Examine the link between ESG and long-term corporate value
  • Case study: ESG adoption by institutional investors

DAY 2

Assessing ESG Materiality and Risk Implications

  • Identify material ESG issues by industry and sector
  • Map ESG risks and opportunities to financial performance
  • Assess environmental, social, and governance data sources
  • Analyze ESG controversies and their financial impacts
  • Quantify ESG risk through scenario and sensitivity analysis
  • Workshop: ESG risk heat map and scoring model

DAY 3

Integrating ESG Data into Financial Models

  • Develop ESG-adjusted discounted cash flow (DCF) models
  • Link ESG scores to valuation multipliers and risk premiums
  • Incorporate carbon pricing and sustainability metrics in modelling
  • Adjust cash flow forecasts for ESG-related risks
  • Use Excel to model ESG-adjusted return on equity and asset values
  • Case study: ESG integration into equity valuation model

DAY 4

ESG Ratings, Benchmarks, and Investment Strategies

  • Understand ESG rating methodologies and providers (MSCI, Sustainalytics, Refinitiv)
  • Evaluate differences and limitations in ESG scoring systems
  • Integrate ESG benchmarks into portfolio construction
  • Develop ESG screening and best-in-class strategies
  • Examine green bonds, sustainable loans, and impact investing products
  • Workshop: Building an ESG scoring dashboard for investment portfolios

DAY 5

Advanced ESG Reporting and Decision-Making for Investors

  • Review ESG reporting requirements for financial institutions
  • Analyze ESG disclosures for material accuracy and completeness
  • Use key ESG KPIs in investment performance reporting
  • Communicate ESG strategy to boards and investors
  • Build an ESG-integrated investment policy statement (IPS)
  • Capstone project: Develop a comprehensive ESG-integrated financial model

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.