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 
• Outline the major EU regulations for the financial sector and the corporate sector 
• Identify the key players involved in building a sustainable financial system 
• Describe the importance of adopting ESG and Sustainable Finance in the financial sector 
• Show how the investors can benefit from committing to the social purpose of a low-carbon world 
• Describe the various green banking and investment products  
• Identify the challenges of integrating ESG analysis into a firm’s investment process 

Training Outline

Introducing ESG – Towards a Green and Sustainable Economy 

Green Finance and Risk Management 

• Definition of “Sustainable/Green” finance and investment 
• The need for “Sustainable/Green” finance 
• The different types of climate-related risks 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 
• Categorization of investment products according to their ESG impact 
• Other EU initiatives 

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 

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. 

Training Style

The course is designed to deliver knowledge, by offering an overview of ESG and Sustainable Finance and of the related regulatory requirements.  In addition, it offers a more practical perspective that seeks to illustrate the challenges and prospects of sustainable and green finance.  

The teaching methodology will be interactive, seeking 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. 

Knowledge Test

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 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

In-house Training

For groups within the same organisation, this course may be customized to meet any specific needs and delivered in-house.