Financial Analysis, Modelling & Valuation

Financial analysis, modelling & valuation

A practical foundation for SRI/ESG professionals

Booking Details

20 hours over 7 days

€3,500 + VAT (discounts available)

Training provided by
SITA & Denny Ellison

Upcoming Classes

7 March 2023 - 28 March 2023

2 May 2023 - 23 May 2023

This course equips sustainable investment / ESG analysts to understand fundamental investment analysis and, thereby, to engage with and influence the 'mainstream' investment debate around sustainability factors.


After taking this course, you will:

  • Have a basic but solid technical foundation in financial analysis, valuation, report writing and investment communication
  • Be equipped to engage with 'mainstream' investment analysts and to present sustainability factors into investment decision-making discussions
  • Be able to communicate confidently with clients and other stakeholders about the investment valuation context of your sustainability activities

Who should participate

  • ESG / SRI analysts from asset managers or research providers

Course Elements

The programme is divided between:

  • Technical sessions and
  • Application to sustainable investment sessions

The classes take place during 20 hours over 7 days

as follows:

  • Introductory session: Introduction to integration (2h)
  • Technical session #1: Financial accounting, modelling & valuation A (4h)
  • Application session #1 (2h)
  • Technical session #2: Financial accounting, modelling & valuation B (4h)
  • Application session #2 (2h)
  • Technical session #3: Investment thesis development (4h)
  • Wrap-up session: Conclusion (2h)