Tailored in-house training

Sustainable investing and ESG

Build practical expertise in ESG, climate risk, stewardship, and sustainable finance. Equip professionals to interpret sustainability factors, navigate regulation, and support informed investment decisions.

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Available courses

Kaplan’s sustainable investing and ESG courses develop the expertise needed to navigate a rapidly evolving financial and regulatory landscape. Covering areas such as ESG analysis and valuation, climate risk, carbon markets, stewardship, and reporting, each course focuses on practical application and real-world relevance.

Environmental, Social, and Governance (ESG) Investing

This interactive course introduces the core principles and practical applications of ESG investing. Designed for financial professionals, it explores how environmental, social, and governance factors are reshaping investment analysis, portfolio construction, and fiduciary thinking.

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Explain the foundations and drivers of ESG investing
Assess how ESG factors complement traditional investment analysis
Compare key ESG strategies, including screening, integration, and engagement
Evaluate the relationship between ESG and investment performance
Identify ESG-related risks and opportunities
Recognise the potential consequences of overlooking ESG issues
Understand sustainability-focused and circular economy business models
Apply ESG insights to portfolio construction decisions

Engagement and Stewardship

This course examines the role of stewardship and engagement in responsible investment. Participants explore how investors protect and enhance long-term asset value through oversight, dialogue, and influence.

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Define stewardship and engagement within an ESG context
Explain how engagement contributes to long-term value creation
Distinguish between different engagement approaches
Set clear and measurable engagement objectives
Apply escalation strategies when progress stalls
Understand the role of voting and collective action
Recognise stewardship expectations under relevant codes and standards
Adapt engagement practices across major asset classes

Green Finance and Markets

This course explores how financial markets support environmental and sustainability goals. Participants develop a practical understanding of green finance, the economics of biodiversity, and the role of policy in mobilising capital towards climate and nature-positive outcomes.

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Explain how financial markets function and the roles of key participants
Identify major asset classes and financing instruments
Understand the link between finance, sustainability, and biodiversity
Describe the shift from linear to circular economic models
Explain the purpose and structure of green finance
Understand mechanisms such as green bonds and carbon pricing
Recognise the role of government in mobilising private capital
Identify risks, including greenwashing and integrity challenges
Apply best practice principles for measuring and reporting impact

Understanding ESG analysis and valuation

This course provides a practical guide to integrating Environmental, Social, and Governance (ESG) factors into investment analysis and valuation. Participants explore why ESG considerations matter — from risk management and return potential to fiduciary and regulatory expectations.

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Explain the role of ESG in investment decision-making
Describe the stages of an integrated ESG assessment
Identify financially material ESG factors
Apply ESG considerations within valuation techniques
Adjust key financial assumptions using ESG insights
Interpret and compare major ESG ratings and scores
Understand the relevance of ESG in fixed income analysis
Recognise data limitations and disclosure challenges
Apply a critical lens to avoid greenwashing and bias

ESG Reporting and Performance Assessment

This course explores how ESG objectives are translated into measurable investment outcomes. Participants examine how sustainability priorities are embedded into mandates, reporting frameworks, and performance evaluation processes.

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Explain the purpose and principles of ESG reporting
Translate ESG objectives into clear investment mandates
Distinguish between key ESG investment approaches
Assess portfolio alignment with sustainability goals
Evaluate stewardship, voting, and engagement activity
Measure ESG-related performance and outcomes
Recognise the risks of greenwashing and portfolio drift
Strengthen the credibility and clarity of ESG disclosures

Managing Climate Change-Related Risk

This course provides a practical exploration of the financial risks associated with climate change and the application of the TCFD framework. Designed for finance and risk professionals, it examines how physical and transition risks influence markets, portfolios, and long-term financial stability.

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Define and distinguish between physical and transition climate risks
Explain the relevance of climate risk to financial performance and stability
Translate climate-related metrics into financial implications
Understand the impact of different time horizons on risk assessment
Navigate key regulatory and disclosure frameworks (including TCFD and EU Taxonomy)
Apply the TCFD recommendations within organisational processes
Conduct qualitative and quantitative climate scenario analysis
Assess climate risks across major asset classes
Identify best practices for disclosure, governance, and risk integration
Recognise strategic risks and opportunities arising from climate change

Carbon pricing

This course explores the structure, purpose, and strategic implications of carbon pricing and carbon markets. As pricing mechanisms become central to net-zero strategies, participants develop a practical understanding of how voluntary and regulated markets operate and how carbon credits are used within organisational decision-making.

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Distinguish between voluntary and compliance carbon markets
Explain how carbon pricing mechanisms function
Assess the integrity and quality of carbon credits
Understand concepts such as additionality, permanence, and leakage
Evaluate the role of carbon removals and sequestration projects
Recognise financial and reputational risks linked to carbon markets
Understand the importance of international standards and frameworks (e.g. Article 6)
Apply carbon pricing within corporate decarbonisation strategies
Develop an approach aligned with mitigation hierarchies

CFAI Sustainable Investing Certificate

This course prepares participants for the CFA Institute Sustainable Investing Certificate, an internationally recognised credential that demonstrates foundational knowledge in sustainable and ESG-focused investing. The course explains how environmental, social, and governance factors are considered throughout the investment process and supports professionals in applying these insights to portfolio analysis, decision-making, and client reporting.

Show course objectives

Explain the scope and purpose of sustainable investing and ESG factors
Understand environmental, social, and governance considerations in investment analysis
Describe the role of engagement and stewardship in responsible investing
Analyse how ESG factors influence valuation and investment decisions
Apply ESG integration in portfolio construction and management
Understand how ESG considerations affect investment mandates and client reporting
Interpret industry trends and practical applications of ESG principles

Tailored in-house training

Cost

Competitive pricing

Format

Online / in person

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Choosing Kaplan means partnering with an industry leader dedicated to your team's growth. This is why some of the most globally recognised banks and investment companies trust us for their training and development needs.

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Our courses and support tools are developed with market leading employers. We understand the current and future needs of the industry and how to equip individuals to be ready for change.

Real-world impact

Our courses help develop essential knowledge and technical skills that can be applied in the real world, and cover a range of vital and emerging topics.