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© 2015 SASB™ SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea Group UC Office of Chief Investment Officer of the Regents Moderator: Nicolai Lundy Education Manager December 8, 2015

SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

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Page 1: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

© 2015 SASB™

SASB’s FSA Credential

The Inside Scoop From Successful Test Takers

Anna Blitz Ophir Bruck

Consultant Sustainable Investment Analyst

Antea Group UC Office of Chief Investment Officer

of the Regents

Moderator:

Nicolai Lundy

Education Manager

December 8, 2015

Page 2: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Housekeeping Matters for Today’s Webinar

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The deck and a recording will be sent out

Short survey will be distributed at end of webinar

Submit questions with the chat feature – we will

answer as many as we can

Page 3: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Successful FSA Level I Test Takers

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Anna Blitz

Consultant

Antea Group

Ophir Bruck

Sustainable Investment Analyst

University of California Office of the

Chief Investment Officer of the Regents

Page 4: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Agenda

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FSA Credential overview

Typical test takers

Curriculum

Commitment

Preparation tips

Page 5: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

The Value of the FSA Credential

12/8/2015 © 2015 SASB™

Sustainability factors impacting

the financial condition or

operating performance

All sustainability factors

important to stakeholders

Investors

Stakeholders

5

What is relevant to investors is different than what is relevant to all stakeholders

Page 6: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Facilitating a Common Understanding

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Investors/

Analysts

Financial

Reporting

Professionals

Sustainability

Professionals

Securities Lawyers

Page 7: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

FSA Credential Overview

12/8/2015 © 2015 SASB™7

Principles and

essential concepts

Application and

analysis

(coming 2016)

Fundamentals of Sustainability Accounting (FSA) Credential

Page 8: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Typical Test Takers

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Profiles of test takers: FSA.sasb.org/testimonials

Page 9: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

FSA Level I Curriculum

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What is materiality?

How can sustainability information be financially material?

What is SASB’s methodology for standardizing sustainability

information to improve its usefulness and comparability?

What are the implications for companies and investors?

Page 10: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Commitment

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Recommended at least

25 hours to study

350+ test centers in the U.S.

Remote proctoring available

for any interested test taker

Page 11: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Preparation Tips

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Candidate Handbook

What you need to know

Approved Exam Prep

Optional, 3rd party online course

Sample Questions

15 free exam-style questions

Exam Day Reminders

So everything goes smoothly

Page 12: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

The FSA Level I exam details

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115 questions

Multiple choice single answer

Multiple choice multiple answer

(Choose two; Choose three; etc)

100 scored, 15 unscored

2-hour time limit

Proctored to validate your

accomplishment

Page 13: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Passing FSA Level I

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Become an FSA Level II Candidate

Receive a digital badge (80% share on LinkedIn/Twitter)

Private LinkedIn group

Verified accomplishment with online directory

Exclusive benefits (annual renewal)

A growing community of professionals

Page 14: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea

Q&A

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To register:

FSA.sasb.org/register Create test taker account

Select test date

Pay $450 fee, receive study guide

For questions, visit FSA.sasb.org or email us at [email protected].

Anna Blitz Ophir Bruck

Consultant Sustainable Investment Analyst

Antea Group UC Office of Chief Investment Officer

of the Regents

Page 15: SASB’s FSA Credential · 2016-10-14 · SASB’s FSA Credential The Inside Scoop From Successful Test Takers Anna Blitz Ophir Bruck Consultant Sustainable Investment Analyst Antea