Kyle Peterdy & Rahul Gill – ESG Integration & Financial Analysis – CFI Education

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ESG Integration & Financial Analysis

[Specialization] Examine how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet.

Overview

ESG Integration & Financial Analysis Course Overview

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.      

ESG Integration & Financial Analysis Learning Objectives

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. 

Who Should Take This Course?

This ESG Integration & Financial Analysis course is perfect for investment professionals, management consultants, and financial analysts of all walks, as well as investor relations teams and senior managers at both private and public companies.

What you’ll learn

• Introduction
  Introduction
  Learning Objectives 
  Download Course Files
• ESG Integration & Analysis Objectives
  Foreword Free Preview
  ESG Integration vs. ESG Investing
  ESG Integration vs. ESG Investing Example 
  The Spectrum of ESG Investing
  Conventional Investment Strategies and Negative Screening or Exclusion
  Positive Screening or Inclusion and Thematic Investing
  Impact Investing and Corporate Philanthropy
  What ESG Integration Is and Is Not
  ESG Integration – Intended Outcomes
• ESG Initiatives & Financial Modeling
  The ESG Innovation Cycle
  ESG Initiatives – Effects on a Business
  Integrating ESG Into Traditional Financial Analysis
• Case Study – CPG Inc.
  Client Intro – CPG Inc
  Sustainability Report Overview
  Initiative 1 Overview – Green House Gas Reduction
  Model Overview (PDF)
  Model Overview (Excel)
  Forecast Period Discussion
  Initiative 1 Layout Overview
  Initiative 1 Calculations
  Initiative 1 (Choose Function)
  Initiative 1 (Combo Box)
  Initiative 2 Overview – Preparing for Extreme Weather Events
  Initiative 2 Layout Overview
  Initiative 2 Calculations
  Initiative 3 Overview – Labor Rights Issues
  Initiative 3 Calculations
  Initiative 4 Overview – Plant Based Meat Sales
  Initiative 4 Calculations
  Initiative 5 Overview – Sustainable Thinking as a Risk Mitigation Tool
  Other Initiatives Calculations
  Initiatives Summary
  Assumptions and Drivers
  Revenue Schedule
  Costs and Income Statement
  Cash Flow Statement
  Other Model Schedules and DCF
  Dashboard 1 (Switches)
  Dashboard 2 (EV Linkage)
  Dashboard 3 (Stacked Column Chart – Enterprise Value)
  Dashboard 4 (Forecast Summary Linkage)
  Dashboard 5 (Column Charts – Data and Calculations)
  Dashboard 6 (Stacked Column Chart – EBITDA)
  Dashboard 7 (Updating Status Quo)
  Download Completed Files
• Bonus Content
  Bonus Content Introduction
  Download Bonus – Template
  Self Referencing IF Statement Overview
  New Reset Switch Setup
  Self Referencing IF Statement Setup
  1-Dimensional Data Table Setup
  1-Dimensional Data Table Automation
  Waterfall Tab Overview
  Enterprise Value Sequencing and Data Validation List
  Sequencing and Live Scenario INDEX Functions
  Macabacus Waterfall Demonstration and EV Linkage
  Download Bonus – Completed
  Bonus Content Wrap-Up
• Conclusion
  Conclusion
• Qualified Assessment
  Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional.

Financial Modeling & Valuation Analyst (FMVA)®

ESG Integration & Financial Analysis is part of the Financial Modeling & Valuation Analyst (FMVA)®, which includes 41 courses.

• Skills Learned
  Financial modeling and valuation, sensitivity analysis, strategy
• Career Prep
  Investment banking and equity research, FP&A, corporate development

Environmental Social, and Governance Specialization

• Skills Learned
  ESG Analysis, ESG Integration, ESG Investing, ESG & Business Intelligence
• Career Prep
  Asset Management, Management Consulting, Business Analyst, Credit Analyst, Corporate Development, Senior Leadership

Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/