- Any professional in financial services who needs to understand how a financial institution is impacted by the new rules on ESG and what are the opportunities and requirements in that shifting market & non-market conditions in today’s world.
- Be over 16 years old.
- There is no need to have previous professional experience in the field of ESG and/or Sustainability.
- Comply with IASE 4ES Standards.
- Sign the IASE Code of Ethics.
ISF I – Advisor Level
Annual Membership
Fee
Valid for 12 months
Requirements:
ANNUAL MEMBERSHIP:
- Earn your IASE designation and join the international community of the ESG professionals.
- Starting next year after receiving the designation you need to keep up with the knowledge and skills necessary to excel in your role and to provide your 10hrs. CPDs (continuing professional development) annual declaration.
Validity:
- The preparatory course is valid for 6 months; participants are required to complete all course content within this period.
- Access to the training platform will be deactivated once you pass the exam.
- The certification becomes effective upon passing the exam and remains valid for 12 months.
- To maintain the validity of your certification, please submit a renewal application through the system before the expiration date.
Certificate
- Understand the main features of the ESG: history, definitions, and principles.
- Be aware of fundamentals, strategies and key players. Understanding sustainability as a strategic company axis, rules, norms and recommendations for transparency and reporting.
- Recognize the financial risks, the importance of financing in energy investment projects, and the selection of financing associated with projects.
- Identify environmental issues, climate change, green transition, and sustainable finance.
- Be aware of the climate change triple dimension in the banking system
- To list and understand what the EU Taxonomy is and identify ESG criteria in investment decisions.
- Understanding co-financing strategies and tools to promote sustainability and decarbonization of capital markets.
- Evaluate data relevant to the investment products about which they provide information to clients, such as key investor information documents, prospectuses, financial statements, or financial data.
- Be aware of social inclusion and gender equality, gender stereotypes and inequality.
- Understand the social pillars and the definition of social sustainability.
- Possess corporate governance fundamentals: development background and historical evolution, governance elements in ESG standards, corporate governance frameworks, mechanisms for creating value for shareholders and investors.
GENERAL INFORMATION ABOUT THE IASE CERTIFICATION EXAM:
- Applications can be made through the IASE website.
- Exam Format: Closed-book; 40 multiple-choice questions; each question consists of 4 options with only one correct answer.
- Exam Duration: 60 minutes.
- Passing Score: 60% (at least 24 correct answers).
- Identity verification, qualification standard review, fee payment and other matters will be completed through facial recognition technology combined with IASE members/branches at the candidate's location, before the candidate is permitted to take the committee exam
- All IASE board exams are conducted exclusively online.
- Once processed electronically, exam arrangements will be submitted to the Examination Committee for final approval.
Grades and Appeals
- Exam results will be officially notified to candidates solely via online channels. Results will only be disclosed to third parties upon provision of proof of the candidate's consent.
- Candidates may request a score review or submit an appeal within 10 working days of the results being released. For further information, please refer to the 'Click here for more information' section below.
Continuing Certification and4Es Standard.
Becoming certified with IASE involves much more than being approved in our online exam. With IASE, you also make a commitment to professional attitude and practice called the 4Es Standard, to be renewed annually through a recertification process.
Education
For each certification level, there is a minimum academic and/or professional qualification required. The certificates also require a commitment to lifelong learning.
Exam
Pass our Certification Exams and Board of Ethics Exams.
Ethics
Agree to and comply with the IASE Code of Ethics and Professional Responsibility, a set of principles that ensure the maintenance of integrity standards and ethical conduct.
Experience
Candidates must meet the prescribed minimum level of practical experience at the different certification levels.
Academic Partner: Exponential Education
ISF I – Advisor Level
Annual Membership
Fee
Valid for 12 months
Course Description
The ISF Level 1 preparatory course aims to help students master the fundamental knowledge system of sustainable development and ESG issues in the financial industry.
Training Format: Online learning (recommended minimum 30 hours)
Programmatic Contents - ISF I
IASE International Sustainable Finance Certification (ISF)
Module 1: International context and economic keys to climate change and the green transition.
Module 2: Sustainability as a key to corporate strategy. The market, consumers, the financial framework and decarbonization.
Module 3: Putting a price on carbon. Policies, markets and strategies for CO2 pricing.
Module 4: The meaning of sustainability and ecological transition from a business perspective.
Module 5: Sustainability, corporate governance and integration policies.
