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. The ESG-CA course qualifies advisors to competently inform their clients about ESG and to suggest the right sustainable investment solution for them.

The programme is aimed at financial advisors, client advisors, investment advisors, financial planners and specialists in support functions in client advisory services.

  • You will be able to distinguish and assess different types of sustainable investments
  • Know the needs of sustainable and value-oriented investors
  • You will be able to assess client needs with the help of a client typology
  • You can advise clients professionally and meet their needs
  • You can support your company in setting up investment solutions and integrating them into the client advisory process
  • Module 1: Market overview
    • Market overview: concepts and classification of sustainable investments, stakeholders
    • Regulatory developments and trends
    • Growth factors
  • Module 2: Investment strategies, focus on the climate
    • What do ESG or sustainability strategies look like in concrete terms?
    • Advantages and disadvantages of different strategies
    • Climate change: Identification and reduction of climate risks as well as investment strategies for the promotion of climate-friendly technologies and companies
  • Module 3: Advisory focus
    • Professional advice to different types of sustainable investors
    • Evaluation of client needs with regard to sustainable investments
    • Knowing the key motives of clients for sustainable investments
    • Identifying the advantages and disadvantages of different strategies
  • Module 4: Product perspective
    • Identify, differentiate and assess sustainable investments
    • Basics of ESG ratings and criteria for classifying fund products
    • Evaluation grid, transparency and quality standards
    • Illustration based on concrete case studies
  • The programme includes four online seminars of two hours each, conducted live.
  • German or French can be chosen as the seminar language.
  • With preparation and follow-up work, the learning effort amounts to approximately 20-25 hours.
  • The course is completed with an online examination (multiple choice questions). After successful completion of the exam, the ESG-CA certificate for client advisors is awarded.
  • Certificate programme ESG-CA for client advisors: CHF 1’200

There are no admission requirements.

  • 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