Today, clients expect sustainable investment solutions from their financial service provider that are also attractive from a financial point of view. Sustainable investments are therefore an important trend, which is reflected in a growing range of products and strong inflows of funds. The inclusion of environmental, social and governance criteria (ESG criteria) in investment decisions requires financial professionals to have in-depth knowledge of the complex interplay of these ESG factors.
With the continuing training course “ESG-CA Investments”, investment advisors become competent partners of their clients for needs-oriented and risk-optimised sustainable investment solutions. The course teaches the technical basics of ESG in investments and provides an overview of the current legal environment and its latest developments. 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.
The ESG-CA programme is aimed at financial advisors, client advisors, investment advisors, financial planners and specialists in support functions in client advisory services.
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.
There are no admission requirements.
Certification / Recognition
The ESG-CA 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 has been accredited by the European Federation of Financial Analysts Societies EFFAS on Sep 6, 2021