SNS16-07

Programme Overview

Enhanced Financial Analysis is the first advanced course to be released by the PRI Academy. The course explores and examines the use of sustainability data in fundamental investment analysis and stock valuation. In order to do so, the course taking 6 – 8 hours to complete, works through a series of topics that help to identify the critical environmental, social and governance (ESG) issues relevant to sustainability performance, key value drivers, and overall financial outcomes.

Objectives

The course aims to provide candidates with a detailed understanding of the place of sustainability in finance, and the role of ESG factors in financial decision making. Targeted at investment professionals, the course aims to build the skills necessary to identify new value drivers in financial analysis, and apply practical tools to modeling and stock valuation.

Course outline

Introduction
The Case Study
Step 1: Identify
Step 2: Assess and Analyse
Step 3: Model and Integrate
Sourcing ESG Information
Using ESG Information
Key Principles

CPD/ Continuing Education (CE) Credits

The CFA Institute has approved Enhanced Financial Analysis offered by the PRI Academy for six (6) credit hours. If you are a CFA Institute member, CE credit for your participation in this programme will be automatically recorded in your CE diary