ESG and Sustainability Fundamentals for financial services providers

Last update: May 2025

Purchasing this programme will give you access to more than 40 online courses in English developed by our partner, Intuition KnowHow, the Premier Digital Learning Solution For Financial Services.  

At Cofaktory, we have carefully selected among these courses, a subset that is specifically applicable to meet the training requirements applicable to Banks and financial entities registered with self-regulatory organisations (SRO) as well as financial intermediaries in terms of "industry knowledge" and behavioural conduct". This subset of courses is recognized by SAQ as a recertification measure for CWMA.

Focusing on practical cases from your daily business activity, this programme will provide you with a sufficient autonomy with regards to the management of your risks whilst operating efficient and compliant business development activities. 

Making this programme and certification available to your staff will allow you to prove that you have implemented a structured approach to ensuring proper training on the concepts of ESG and on the related EU Regulation. It will also allow your Certified Wealth Management Advisors to recertify remotely.

Detailed contents

• Introduction to Sustainability & ESG, including: Sustainability & Sustainable Development, Net Zero, Climate Change Risks, Greenwashing, Decarbonization, Circular Economy, Blue Economy, Deforestation, Clean Energy, Sustainable Development Goals (SDGs), Biodiversity, etc.

• Climate Risk
• ESG & Sustainable Investing
• Sustainable Assets
• Sustainable Finance
• Corporate Governance
• CSR & RBC
• Sustainability Data & Reporting

• All together 13 SAQ credits are available in this programme, covering both "industry knowledge" and "conduct".

• For any question, to purchase this programme for more than 5 people, or to discuss your team’s specific needs, contact our client service team: service @ cofaktory.com