EFFAS ESG Essentials®

Get ready for the EFFAS ESG Essentials® training & exam

EFFAS ESG Essentials® resit exam session or platform extension

Certified ESG Essentials:

The aim of the programme is to provide financial advisors with the basic concepts and an understanding of the regulatory requirements to allow them to give transparent advice to retail investors in ESG.


Select the extension training platform and/or common exam from the exam dates available.

Download EFFAS ESG Essentials® brochure programme

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Welcome aboard the ESG Essentials® programme

We are glad you have decided to start your journey with EFFAS to understand ESG issues and integrate ESG data into your daily work. The programme will provide you with the fundamental concepts and requirements to give basic guidance to investors in ESG matters. The objective is to understand the global megatrends and to equip you with the knowledge to navigate an evolving regulatory landscape.
EFFAS has a long history of developing standards for extra-financial reporting as part of its Commission on Intellectual Capital (CIC) and Commission on ESG (CESG). Moreover, EFFAS has played a critical role as a conduit between investment professionals and corporates. EFFAS has provided practical advice in the establishment of ESG Key Performance Indicators and made the data
available in interactive formats. EFFAS will continue to drive the integration of extra-financial information in classic investment methods.
You have made an excellent choice to advance in your professional career with us.

ESG (Environmental, Social and Governance) factors are increasingly being incorporated into business risk assessment and in investment and financing decision-making processes.

According to Regulation (EU) 2019/2088 (SFDR), as of 10th March 2021 participants in financial markets and financial advisers must report on the integration of sustainability risks and the analysis of adverse incidences regarding sustainability in their processes as well as information on sustainability regarding financial products. For adequate advice and transparency in these matters, it is essential that participants in financial markets, advisors, and information providers have a basic knowledge of ESG.
With the EFFAS ESG Essentials® certification, professionals in the sector can demonstrate that they have obtained basic ESG knowledge to complement their professional knowledge.

Who is the ESG Essentials Programme most suitable for?

  • Banking and insurance managers / advisers
  • Investment / Client / Financial advisors
  • Financial planners and specialists in supporting functions in client advisory services
  • Financial information providers
  • Preparers of Financial reports
  • Lawyers
  • Auditors
  • Investor relations / corporate communication specialists
  • Corporate ESG practitioners
  • Consultants

To gain the title Certified ESG Essentials awarded by EFFAS, candidates must complete the full ESG Essentials® programme or an equivalent training Programme offered by EFFAS accredited National Member Societies and demonstrate they have gained sufficient knowledge by passing the ESG Essentials® Common Exam or an equivalent accredited NMS exam based on the ESG Essentials® Examination Syllabus.

Additional information

Select an exam Date

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Platform extension Protected

No, Yes


EFFAS is the host of the online exam. To learn more about the requirements to take the online exam please download the Online Exam guide EFFAS developed for this purpose.


Online training course (4 months’ access) & common exam:

€ 510 (excl. VAT)


Online training course (4 months’ access):

€ 380 (excl. VAT)


The student has the option to purchase:
Option A: Online training course (4 months’ access) + common exam
Option B: Online training course (4 months’ access)




The presential exams will be hosted upon availability by EFFAS National Members Societies (NMS) and Training Partners in local venues that may vary from session to session.

Registration & Exams calendar

Certification Exam Date

13th March 2023

5th June 2023

25th September 2023




Registration deadline

20th February 2023

15th May 2023

4th September 2023

As a result, candidates can gain visibility with the certification for networking & employers from around the world.

EFFAS ESG Essentials® Download Brochure

Download EFFAS ESG Essentials® Programme overview here.

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