{{col1}}
{{col0}}
Sorry, JavaScript required!

Exam Preparatory Course for EFFAS ESG Essentials®

Title Exam Preparatory Course for EFFAS ESG Essentials®
Course code MG136.1-08-2025-C
Objective

Environmental, Social, and Governance (ESG) is an assessment of a company's impact on the environment, its responsibilities to society, and its internal management. It is an important metric for measuring corporate social responsibility performance. As sustainable development becomes a key development goal valued by societies worldwide, finance, investment, and ESG professionals must grasp the fundamental concepts, analytical tools, evaluation criteria of ESG, and their application in investment decision-making.

The ESG Essentials® Certification launched by the European Federation of Financial Analysts Societies (EFFAS) provides basic concepts of ESG for individuals who wish to pursue a career or gain professional knowledge in the ESG field, so that they can provide transparent ESG advice to retail investors. Upon completion of the course, participants will be able to better grasp the key points of each ESG knowledge area of this Certification.

Content
  • Sustainability: An overview
  • Regulatory context in Europe: Implications for investment advisers
  • Voluntary principles and standards of reference in sustainable finance
  • Investment instruments and sustainable financing
  • Sustainable investment strategies for portfolio construction
Assessment In-class performance and exercises
Target audience
  • Individuals who wish to pursue a career and gain professional knowledge in the ESG field, such as banking and insurance managers/advisors, investment/financial advisors. financial planners and specialists in supporting functions in client advisory services, financial information providers, preparers of financial reports, lawyers, auditors, investor relations/corporate communication specialists, corporate ESG practitioners. consultants etc.
  • Individuals who wish to obtain the EFFAS Certified ESG Analyst® certification
Prerequisite Good English proficiency (reading. writing and listening)
Class size 20
Instructor CPTTM appointed instructor, an experienced professional in sustainability and investment, currently managing sustainable projects and impact assessments in the banking sector; holder of EFFAS CESGA certification.
Instruction language Cantonese
Handout language Handouts in English
Duration 15 hours in 5 sessions
Schedule 09:30-12:30, from Aug 2, 2025 to Aug 16, 2025 every Saturday, Sunday.
Fee MOP1,620
Venue CPTTM Head Office (Rua de Xangai 175, Edf. ACM 7 Andar, Macau)
Certificate Certificate of Completion issued by CPTTM (at least 80% attendance and completing in-class exercises)
PDAC code ---
Remark
  • The course fee does not include the certification fee for the EFFAS ESG Essentials® Exam.
  • CPTTM is the authorized examination center for EFFAS in Macao. For the application procedures, certification fees, and examination dates for the ESG Essentials® Exam, please visit the EFFAS ESG Essentials® webpage.
Enroll Online
{{col0}}
{{col1}}
Sorry, JavaScript required!