ESG Integration & Financial Analysis

ESG Integration & Financial Analysis
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The courses move through three levels of mastery for anyone looking to be an expert in financial modeling, valuation, and financial analysis. Participants typically include professionals in entry to mid-level positions in financial planning and analysis (FP&A), corporate development, treasury, investor relations, and capital markets. All participants are automatically issued certificates of completion after successfully finishing each course.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms’ capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company’s valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet.

After covering the most important qualitative and quantitative factors that may impact a company’s financials, we dive into a case study where we interpret ESG information from an example company’s sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.

Upon completing this course, you will be able to:

  • Define ESG integration.
  • Explain how ESG integration and ESG investing are different, as well as how they may complement one another.
  • Analyze how ESG factors (or company initiatives) may impact its financial results.
  • Translate company-provided sustainability information into model assumptions.
  • Integrate a company’s ESG initiatives into a financial model and see how they may affect company valuation.
  • Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models. 
CPD- 4 Hours
4/1/2022 - 3/31/2023 11:59 PM