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ESG for Financial Services training

Six microlessons on ESG in finance: environmental and social risks, governance and anti-greenwashing, disclosure frameworks and ESG in products and advice, with situational tests and a certificate of completion.

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ESG for Financial Services (Global) course preview
6Short, TikTok-style microlessonsIn the browser or the iOS and Android apps

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  • 2Assessments
  • 6Microlessons
  • IncludedCertificate of completion
About this course

What the ESG for Financial Services course covers

This course introduces environmental, social and governance (ESG) principles for financial services in six microlessons. It covers ESG in finance, environmental and climate risks, social responsibilities such as human rights and diversity, governance and anti-greenwashing, disclosure frameworks such as TCFD and ISSB, and how to build ESG into products and advice responsibly.

Learning outcomes

What your people will be able to do

  • Understand the parts of ESG and their financial implications
  • Identify and manage environmental, social and governance risks in finance
  • Follow global ESG disclosure frameworks and regulatory requirements
  • Apply due diligence and anti-greenwashing practices
  • Build ESG considerations into financial products and advice
  • Promote diversity, equity and inclusion within financial organizations
Course contents

6 microlessons

Each microlesson is a short, TikTok-style video lesson, with knowledge checks along the way.

1Introduction to ESG in Finance
2Environmental Risks & Requirements
3Social Considerations
4Governance & Anti-Greenwashing
5ESG Disclosure Frameworks
6Integrating ESG into Products & Advice

  1. Introduction to ESG in Finance: What ESG means and why it matters to financial services.
  2. Environmental Risks & Requirements: Climate and environmental risks and the requirements around them.
  3. Social Considerations: Human rights, diversity and other social responsibilities.
  4. Governance & Anti-Greenwashing: Good governance and how to avoid misleading sustainability claims.
  5. ESG Disclosure Frameworks: TCFD, ISSB and other disclosure frameworks.
  6. Integrating ESG into Products & Advice: Building ESG into products and advice responsibly.
A 5Mins certificate of completion for ESG for Financial Services (Global), lying on a desk next to a laptop
Certificate

A certificate for every learner who completes it

Learners finish every microlesson and complete the assessments. 5Mins then issues a certificate of completion for ESG for Financial Services (Global).

  • Certificates and e-signatures stored against each learner
  • Audit-ready records, ready whenever an auditor asks
  • Completion shows on the Compliance Dashboard in real time
Audience and regulation

Who it's for and the law it covers

Who it's for

  • Employees of banks, asset managers, insurers and investment firms
  • Product, investment and advisory teams
  • Marketing teams who make sustainability claims
  • Risk, compliance and reporting teams who prepare ESG disclosures

Laws covered

  • TCFD recommendations and ISSB standards (IFRS S1 and IFRS S2). Frameworks for climate-related and sustainability-related financial disclosures. The ISSB published IFRS S1 and IFRS S2 in June 2023, building on the TCFD recommendations.
  • Anti-greenwashing rules. Regulators in many markets require sustainability claims to be fair, clear and backed by evidence. In the UK, the FCA's anti-greenwashing rule has applied to all authorized firms since 31 May 2024.
How it runs in 5Mins

Assign it once, then let 5Mins do the chasing

Every course in the 5Mins library runs on the same zero-admin engine.

  • EnrollAuto-enroll

    Enroll people automatically from your HR system, with 100+ HRIS platforms supported.

  • RemindReminders

    Nudges by email, Slack, Microsoft Teams and push until the course is done.

  • RepeatRecurrence

    Set the course to repeat, for example every 12 months, and 5Mins re-enrolls people for you.

  • CertifyCertificates

    Certificates and e-signatures are issued and stored for every completion.

  • ProveAudit-ready records

    See who is complete, at risk or overdue on the Compliance Dashboard, and prove it any time.

Customer stories

Compliance teams that swapped chasing for results

Compliance, HR and L&D leaders on what changed when they moved their training to 5Mins. Pick a team to see what changed.

ComplianceCompliance Training Insurance, 205 colleagues 100%

compliance completion and pass rate since go-live

  • ~1 day saved on each compliance course (HR estimate)
  • Automated reminders and reporting

Since go-live, our compliance completion and pass rates are 100%, and it's the quickest we've ever got there. Automated reminders and reporting save us about a day per course.

Laura ChappellLaura ChappellHR Director, Collingwood
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ComplianceCompliance Training Insurance and emergency accommodation 87%

less session time, from 2.5-3 hour sessions to modules of 25 minutes at most

  • 12 monthly sessions a year, up from 3-4
  • 95% content creation time saved

Our compliance sessions used to be two and a half to three hours in a room, and we could fit in three or four a year. Now we cover one topic a month, and I can see exactly what people are retaining.

Lucy WybornLucy WybornDirector of Learning and Development, ICAB
Read the ICAB story
ComplianceCompliance Training Legal services 80%

completion on mandatory training, up from 20%

  • Mobile microlessons finished between calls
  • Manager view of each team's progress

We were sitting at 20% completion on our mandatory training. We're now at 80%. People finish short lessons between calls, on mobile, and managers can see where their teams are, so chasing completion is no longer a one-person job.

Jamie WaltonJamie WaltonGroup Learning and Development Officer, Winn Solicitors
See more customer stories
ComplianceCompliance Training Fintech and digital banking On demand

training log showing who did what, when, and the pass rate

  • Any device phone or laptop, at their own pace
  • Rolling refreshers through the year

When I engage with the FCA, I can show that every team has had training tailored to their role, that it's up to date, and that it runs throughout the year, with a full log of who's done what.

Abdul GofurAbdul GofurHead of Compliance & Anti-Financial Crime, nsave
Read the nsave story
★ Free sample lesson

See 5Mins in action with a free sample lesson

Interested in ESG for Financial Services training? Request a free sample lesson, book a short demo with our team, and we'll share your sample lessons after the call.

  • Real microlessons from our library
  • A short demo with our team
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Free course catalogues

Take the catalogues with you

Free PDF catalogues to share with your compliance lead, your managers or your board.

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Global Financial Compliance Catalogue

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Your questions answered

Questions about ESG for Financial Services training

How long is the ESG for Financial Services course?

It's made up of 6 microlessons, each under 5 minutes. Learners can finish it in one sitting or spread it over a few days, and 5Mins sends reminders until it is done.

Is there a certificate?

Yes. Learners get a certificate of completion once they finish every microlesson and complete the situational tests. The record is stored in 5Mins for audits.

What is greenwashing?

Making sustainability claims about a product, service or firm that are misleading, exaggerated or not backed by evidence.

Is this course for a specific country?

No. It uses global frameworks such as TCFD and ISSB, and explains why firms must also follow their local disclosure and anti-greenwashing rules.

Who should take this course?

Anyone in financial services who designs, sells, markets or reports on products with ESG features, plus risk and compliance teams.

Can I try the ESG for Financial Services course first?

Yes. Request a free sample lesson and book a short demo with our team. After your demo, we'll share sample lessons with you so you can see the format for yourself.

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