Become a Certified
Stewardship Professional
Next Exam Date: 19. September 2025
Become a Certified
What to expect
The StePs Certified Stewardship Professional (CSP©) is an interactive e-learning course developed by global renowned experts in this field. It is designed to provide global assurance of knowledge, skills and ethics and aims to strengthen the profession of stewardship in general.
Exam and Certificate
- Online Exam (2.5 hours) including multiple choice questions and case study
- Language: UK English
- Online, written, monitored by software
- 2 attempts included (in event of failure or to improve score)
- Prerequisites: Minimum 2 years of relevant ESG/Stewardship/IR experience or Participation in recognised courses (CSP©, CESGA, GSS, other content Oversight Committees approved programs)
- Certificate as a PDF & LinkedIn badge upon passing
Learning Materials
- CSP© interactive e-learning course including video lectures, PDF scripts, examples, practical exercises, online tests and case studies
- Practice questions (multiple choice)
- Book: Governance, Stewardship and Sustainability by Dallas & Lubrano (Routledge 2nd Edition)
Target Audience
- Analysts, Advisors and Consultants
- Accountants, Auditors and Assurance Providers
- Finance Experts, Asset Managers, Asset Owners
- Investor Relations
- Academics
Workload
- The course takes approx. 3-4 months assuming 4 hours of self-study per week (66hrs in total).
Price
650€*
Certificate
As a PDF & LinkedIn badge upon passing
Online Platform
1 year access to the StePs online platform with various content and learning materials
Language
All materials, the exam and questions are in UK English
*excluding 19% VAT | includes material and 2 attempts | Rebooking/Repeat: 250€
Further Documents and
important notes
StePs Candidate Agreement
Notes to Candidates
Next Exam Date
19. September 2025
"The CSP modules offer top-class speakers and high-quality content."
Benjamin Ruppert
Commerzbank Wealth Management
„The courses are clearly structured and the learning environment is state-of-the-art. This makes learning much easier.“
Saba Alqabelat
Valoris Catalysts
CSP© Accreditation
Designed to provide global assurance of skills and ethics
The StePs Certified Stewardship Professional (CSP©) accreditation provides global assurance of skills and ethics.
The program is based on five pillars of stewardship knowledge delivered by specialists investment professionals.
Achievement of the CSP© credential requires successful completion of approved coursework produced by partner organizations, academic institutions, or StePs itself, and passing the exam overseen by independent experts.
Career booster with international recognition
Visible proof of your ESG expertise
Access to an exclusive network
Preparation for current developments and trends
Exchange with other stewardship professionals worldwide
Stewardship
Fundamentals
Total duration: 14 hours
What is stewardship?
Market Infrastructure for Stewardship
From Shareholder Stewardship to Investor Stewardship
Stewardship
Tools, Skills and Techniques
Total duration: 17 hours
Dialogue & private engagement
Collaboration
Proxy voting: objectives and execution
Escalation
Public campaigns
Negotiation skills
Stewardship & ESG: Themes, Assets and Outcomes
Total duration: 11 hours
Terminologies
Application of ESG
ESG analysis and research
Reporting, Assessment
& Transparency
Total duration: 14 hours
Corporate governance reporting
Stewardship reporting standards: country-specific/regional/international
Financial reporting
Non-financial reporting
Management report
Country
Specific
Total duration: 10 hours
Within this module students will have
to choose between four different markets.
Within this module students will have
to choose between four different markets.
ESG and Stewardship in African Markets
The indispensable Resource for
Stewardship Professionals
The indispensable Resource for Stewardship Professionals
Investor stewardship has become a vital aspect of responsible investment, focusing on how investors engage with companies to promote long-term value creation and sustainable practices. As a powerful, emerging discipline investment specialists and asset managers alike today apply the tools and instruments of stewardship. By using stewardship practices, they enhance the value of their portfolios, mitigate systemic risks, fulfil fiduciary duties, drive positive corporate change, act on environmental, social, and governance (ESG) risks and opportunities and align with regulatory expectations.
At the same time, asset owners , together with a rising numbers of regulators, evaluate asset managers on their stewardship practices through various frameworks and criteria assessing their commitment to responsible investment and active ownership.
While codes of stewardship best practice exist, the stewardship discipline now requires essential features of a profession: an accepted, rigorous framework to define the necessary recognized professional qualifications and skills; and a common platform for information sharing on stewardship jobs, remuneration tracks, and career paths.
We are providing this platform.
Instructors
Our renowned experts in the fields of investor stewardship, asset management and finance will accompany you through your learning journey to becoming a Certified Stewardship Professional.
Interested as an Organization?
We have individual offers for companies, which we would like to process according to your request.
Please feel free to contact us so that we can find a customized solution.
FAQs
To be eligible, you must either:
Have at least two years of relevant work experience in the field of Stewardship or ESG (e.g. issuer, consultant, academic, investor), or
Have completed an approved course such as the CSP© course by StePs, CESGA by EFFAS, or GSS by ICGN.
Other programmes may be accepted upon review by the Content Oversight Committee.
Talk to Us
If you have any questions - feel free to contact us!