- Recommended for professionals who work in finance and seek to incorporate ESG and sustainability criteria into their processes, investment decision-making, and customer service.
- Specialists in Investment and Risk Management and any professional with an interest or responsibility in the areas of ESG. Specific titles and functions that are of relevance include: ESG Management Strategies, ESG Implementation in the Financial Sector, ESG Disclosure Management Regulatory and Economic Capital, Finance and Treasury, Lending, Risk, Regulation & Compliance, Internal Control, Audit, Financial Institutions Advisory, Bank Supervision and Regulation, Sustainable Financial Stability and Economic Analysis etc. It is also suitable for personnel working in front or back offices and adjacent roles, such as: sales and distribution, product development, financial advice, consulting, investor relations etc.
- Have 2 years of professional experience in the field of ESG and/or Sustainability.
- Comply with IASE 4 E Standards.
- Sign the IASE Code of Ethics.
ISF II – Specialist 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 15hrs. CPDs (continuing professional development) annual declaration.
- To maintain your IASE designation and the enhanced status as an international recognized ESG professional you need to comply with all of the above requirements.
Certification 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.
- Have basic knowledge about Governance: Introduction, background and history, ESG criteria, corporate governance, and added value for shareholders and investors.
GENERAL INFORMATION ABOUT THE IASE CERTIFICATION EXAM:
- Applications can be made through the IASE website.
- Exam Format: Closed-book; 50 multiple-choice questions; 4 options per question, only one correct answer.
- Exam Duration: 90 minutes.
- Passing Score: 70% (at least 35 correct answers).
- Identity verification, vetting of eligibility criteria, and fee payment will be completed prior to candidates being approved to sit for the board exam, utilizing a combination of facial recognition technology and the IASE member/branch in the candidate's respective location.
- 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 and 4Es 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
ISF II – Specialist Level
Annual Membership
Fee
Valid for 12 months
Description
The ISF Level 2 preparatory course aims to provide students with the urgently needed ESG skills in the financial industry, covering a wide range of concepts from ESG fundamentals to financial analysis, investment decisions and human capital management.
Training Format: Online learning (recommended minimum 60 hours)
PROGRAMMATIC CONTENTS - ISF II
IASE International Sustainable Finance Certification (ISF)
Module 1: Sustainability and ESG market overview
Module 2: Corporate sustainable development and sustainable corporate financing
Module 3: Sustainable investment, asset management and financial advisory
Module 4: Government, central banks and multilateral development banks
Module 5: Sustainable banking
Module 6: Sustainable insurance
