Certificate in ESG and Sustainable Finance

Chrysa Alexandraki

Certificate in ESG and Sustainable Finance

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Course Overview 

The shift to ESG (Environmental Social and Governance) priorities at the European level (through the EU Green Deal) and at the global level (through the UN’s sustainability strategy) is a reality that directly affects the financial services industry through the promotion of sustainable or green finance among other.

As a result, having sound knowledge on environmental, social and governance factors is becoming key in successful integrated business and investment management.  Today, fund managers are constantly on investors’ radar screens and want to be seen responding to a widening range of client concerns. These concerns are driven by rising awareness of the dangers of climate change, natural resource depletion and economic sustainability that are all reflected in a rapidly evolving regulatory framework (at least for EU countries).

Human and societal issues include better education, improved living standards and other issues broadly grouped under social responsibility or inequality. Industry wide ESG metrics, benchmarks and ratings as well as regulatory considerations have become part of the investment decision-making process.

The aim of the certificate is to develop understanding in what is meant by sustainable finance, products and services, and to help people play a leading role in developing a sustainable banking and financial services industry with a renewed sense of social purpose.

Schedule 

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Date:

TBD (4-days course)

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Time:

TBD (3.5 hours per day)

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Duration:

14 hours

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Price:

GBP 530 + VAT

*Group prices apply. Please send a request for a quotation at info@lgca.uk

Training Objectives

By the end of the programme, participants will be able to:

  • List the key climate-related and environmental threats

  • Name the key objectives of the EU’s Green Deal

  • Identify the key players involved in building a sustainable financial system

  • Describe the importance of adopting ESG and Sustainable Finance in the financial sector

  • Explain the drive for sustainable finance and how the relevant global initiatives will have a positive impact on the society and the economy

  • Show how the banking and equity markets can benefit from committing to the social purpose of a low-carbon world

  • Express a critical approach in identifying, disclosing, managing and pricing climate-related risks

  • Convey the effects that stem from green finance and ESG at the financial, operational and cultural levels

  • Describe the various green banking and investment products

  • Clarify the challenges of integrating ESG analysis into a firm’s investment process

Programme Outline

Introducing ESG – Towards a Green and Sustainable Economy

Green Finance and Risk Management

  • Definition of “Sustainable/Green” finance and investment

  • Environmental degradation, associated risks and the need for green finance

  • The different types of climate-related risk (physical, transition, liability) and their impact on the finance sector.

Green Banking

  • Funding the transition to a low-carbon world – a social purpose for banking and finance

  • Green Loan Principles

  • Examples and case studies of innovative green and sustainable banking products and services

Green Bonds and Asset-Backed Securities, Equity Markets and Investment Funds, and Insurance

  • UN Principles for Responsible Investment

  • Portfolio decarbonisation as a holistic approach to green and sustainable finance

  • Personal insurance, including green home insurance and green motor insurance

  • Commercial and corporate insurance, including commercial property, renewable energy, energy efficiency and carbon credit insurance

  • Climate risk insurance, including sovereign catastrophe risk pooling and index insurance

  • UN Principles for Sustainable Insurance

ESG Analysis, Valuation, Integrated Portfolio Construction and Management

  • How ESG factors may affect industry and company performance and security valuation across a range of asset classes

  • Key challenges in measuring and reporting ESG- related investment performance

  • Development and construction of scoreboards to assess ESG factors

Training Style and Knowledge Test

The course is designed to deliver knowledge, initially by offering a theoretical assessment of ESG and Sustainable Finance, and then by adopting a more practical perspective that seeks to illustrate the challenges and prospects of sustainable and green finance.

The teaching methodology rests on an interactive approach that will seek to engage the participants and accordingly place emphasis on those aspects/issues discussed that are deemed to have the greatest value for the participants.  A short quiz will be offered at the end of the seminar.

Training method to be used is modern e-learning or distance learning with the Zoom method. That is, the simultaneous participation of trainees and an instructor in the learning process is required.The training techniques are lecture, discussion, avalanche, questions – answers, brainstorming and practice. The specific techniques are suitable for the nature of the subject of the seminar, the educational style of the trainer and the learning outcomes. Explanation of the necessary theory behind practice shall be made and progresses with a focus on the documents and procedures. Electronic material and hard copies shall be delivered to participants. Role play and brainstorming shall also be applied during delivery.

The training tools are the computer, the internet and the training manual. The training materials are provided by the Zoom platform and are the Whiteboard and other materials available online. At the completion of the knowledge areas, participants will be assessed via the form of Multiple-Choice Questions which will consist of questions related to the material taught. The aim of the assessment is to examine participants’ overall attention and knowledge of material taught as well as their competencies towards the implementation of practical cases.

CPD Recognition

This programme may be approved for up to 14 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies where you hold membership.

Who should attend

  • Directors of Investment Firms and Banks

  • Senior Management of Investment Firms and Banks

  • Investment Analysts

  • Wealth Management professionals

  • Financial Consultants

  • Product Development Officials

  • Financial Risk Analysts

  • Any professional seeking to improve their understanding of ESG issues.

Who is Chrysa Alexandraki?

Mrs Alexandraki is a qualified lawyer. She is currently a PhD researcher at the University of Luxembourg in Public International Law, specialising in Climate Finance. After completing her bachelor studies in Law at the Aristotle University of Thessaloniki, she obtained her LL.M. in Public International Law, with a specialisation in International Environmental and Energy Law, from the University of Oslo, Norway. Chrysa has conducted research for well-established institutions, including PluriCourts, the Centre for the study of the legitimate roles of the judiciary in the global order. She has practiced law both in Greece and in the UK. Chrysa has extensive experience in advising on matters associated with climate law and policy, as well as sustainable finance. Alongside obtaining a specialised MSc in Sustainable Finance, Chrysa has been consistently consulting on sustainability-related issues. For the last year, Chrysa has been in collaboration with the Luxembourg Finance Labelling Agency (LuxFLAG), being a leading labelling agency in the realm of sustainable finance. Her contribution to sustainable and climate finance is more evident in the advancement of research and in advising on these two prominent domains.

Additional Details

Price - 590

Duration - 14

CPDs - 14

 

Date And Time


 

Location

Online Event
 

Venue

Live Online (Zoom)
 

Event Category

On-Demand

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