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ESG Integration & Financial Analysis

Available Until

Self-study

4.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

Fraud Stories: January 2026 examines the rise and collapse of Tricolor, a fast-growing subprime auto lender, to uncover how fraud can develop and persist within complex financial systems. Through a detailed case study, participants will explore how aggressive growth, weak internal controls, and reliance on opaque lending structures enabled practices such as double pledging and data manipulation. The course highlights key warning signs, audit challenges, and systemic risks in private lending and securitization markets, providing practical insights into how fraud can be detected, prevented, and understood within real-world financial environments. Recorded January, 2026.

Highlights

  • Define ESG integration.
  • Explain how ESG integration and ESG investing are different, as well as how they may complement one another.
  • Analyze how ESG factors (or company initiatives) may impact its financial results.
  • Translate company-provided sustainability information into model assumptions.
  • Integrate a company's ESG initiatives into a financial model and see how they may affect company valuation.
  • Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.

Objectives

  • Determine how ESG initiatives and performance can affect a company's income statement, cash flow statement, balance sheet, and overall valuation.
  • Identifythe key differences between ESG integration and ESG investing, and how the two approaches can complement each other.
  • Recognize how to translate sustainability disclosures into model assumptions and incorporate them into financial analysis.

Preparation

Attendees should have a basic understanding of accounting fundamentals.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.

Non-Member Price $119.00

Member Price $89.00

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