Certificate in ESG and Sustainable Finance
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.
TBD (4-days course)
TBD (3.5 hours per day)
GBP 530 + VAT
*Group prices apply. Please send a request for a quotation at firstname.lastname@example.org
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
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.
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.
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
Wealth Management professionals
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.
Price - 590
Duration - 14
CPDs - 14