Overview

The inclusion of sustainability criteria in the investment and financing sector has become much more important. Financial professionals are required to acquire the necessary knowledge on sustainable investments and financing (for example mortgages and corporate loans) in order to be able to advise their clients competently.

The ESG course “ESG-CA Lending” with a focus on loans and mortgages provides an overview of sustainable finance with an in-depth look at sustainable construction and building certificates in terms of long-term value preservation. In the corporate client loans section, the fundamentals and design of sustainable loans and the inclusion of risk considerations are addressed. In this way, AZEK supports the new self-regulations of the Swiss Bankers Association (SBA), in which the member banks commit themselves to systematically integrating ESG into the training of their employees.

Factsheet
Subscription in German | French
Schedule program and exam autumn ’22

Target Audience

The programme is aimed at professionals and practitioners in the field of mortgages, financing and loans as well as specialists in supporting functions in customer advisory services.

Format

The programme includes four online seminars of two hours each, conducted live.
The online seminars are recorded and then posted on the AZEK learning platform with the associated presentations, including references and further reading.
German or French can be chosen as the seminar language.

Admission

There are no admission requirements.

Certification / Recognition

The ESG-CA Lending certificate is awarded after participation in the four online seminars and the successful completion of the examination.
Accredited for SAQ re-certification
The ESG-CA programme has been accredited by the European Federation of Financial Analysts Societies EFFAS on Sep 6, 2021

ESG AZEK