New
Continuing Professional Development
Retail banking
Private banking & asset management
Sustainability

Sustainable Finance & products strategy

Gain the expertise to integrate ESG criteria into investment advice and sustainable financing strategies, with practical insights into fund selection, regulatory compliance, and market instruments. This training bridges regulation and real-world application in both investment funds and debt capital markets.

Advanced
In class training
Start date
Start date
16-09-2025
Member price
€550
Members €550
Non-members €650
BZB €550
CPD Hours Specific
Bank 6h
  • For those who wish to go beyond the basics
  • Learn in a group, in a motivating and targeted way
  • Deepen your knowledge and obtain recognized continuing professional development hours
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Opleidingsfiche downloaden Mail course file
Objective

An education with impact

This training offers an in-depth overview of sustainable finance in the investment funds and debt capital markets, covering key regulations, market trends, and practical applications. It is ideal for professionals looking to effectively integrate ESG criteria into fund selection, client advice, product positioning, and sustainable financing instruments.

The objectives of this training are to:

  • understand the foundations of sustainable finance and how international ESG frameworks shape the investment funds industry;
  • navigate key European ESG regulations (EU Taxonomy, SFDR, PAI) and assess their impact on fund classification and disclosure;
  • advise clients on ESG investment products, integrating sustainability preferences and applying effective sales and positioning strategies;
  • understand the role of debt capital markets and instruments such as green bonds and sustainability-linked loans in financing the transition.
Target audience

This training is for

The training course can be followed by various target groups:

  • relationship managers;
  • private bankers;
  • portfolio managers.
Contents and practical information

Step by step through the training process

CONTENT

  • Introduction
    • Objectives of the training
    • Why ESG matters in the investment funds industry
  • Sustainable Finance in the Investment Funds Industry
    • Foundations of sustainable finance for investment funds
    • Global frameworks:
      • UN Global Compact
      • Paris Agreement
      • UN Sustainable Development Goals (SDGs)
      • Principles for Responsible Investment (PRI)
    • Fund selection based on ESG alignment
  • ESG Challenges in the Investment Funds Industry
    • EU Taxonomy: classification of sustainable activities
    • Sustainable Finance Disclosure Regulation (SFDR)
    • Principal Adverse Impacts (PAIs): metrics and reporting
    • Greenwashing, blue washing, greenhushing: what to watch out for
    • Social responsibility and good governance in ESG
    • ESG data and rating challenges
  • ESG Sales Strategies in the Investment Funds Industry
    • Trends in green financial markets
    • Integrating sustainability preferences into client advice (MiFID II)
    • ESG product positioning and pricing
    • Overview of ESG fund types: thematic, impact, and ETFs
    • Blacklists and whitelists: exclusion criteria
    • Practical exercise: analysing an ESG fund prospectus
  • Debt Capital Markets & Instruments
    • The capital markets: investment classes, players and stakeholders
    • Examples of sustainable financial products: green bonds, sustainability-linked bonds (SLBs), social bonds, sustainability-linked loans (SLLs), funds, impact investing
    • Derivatives in sustainable finance
    • The EU Emission Trading System (ETS) and its impact
    • Capital Markets Union (CMU - SIU)
  • Conclusion
    • Key takeaways
    • Client engagement tips
    • Outlook and next steps

PRACTICAL INFORMATION

  • Duration: 1 day of training (6 class hours)
  • Hours: 09:00 to 17:00
  • Location: Febelfin Academy: Phoenix building, Koning Albert II-laan/Boulevard du Roi Albert II 19, 1210 Brussels
  • Language: This training will be given in English
Available dates

Plan your training

Sustainable Finance & products strategy
09:00
17:00
Pricing

Rates and benefits

Member price
€550
Members €550
Non-members €650
BZB €550

* Heb je recht op een tegemoetkoming of subsidies?
* Prijs: prestatie in het kader van permanente beroepsopleiding, vrijgesteld van BTW

Deze opleiding op maat van jouw bedrijf
Teachers

Learn from experienced experts

Learning format

Our guidance throughout the learning process

You follow a ‘Classroom training’ in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).

Advanced
In class training
Start date
Start date
16-09-2025
Member price
€550
Members €550
Non-members €650
BZB €550
CPD Hours Specific
Bank 6h
  • For those who wish to go beyond the basics
  • Learn in a group, in a motivating and targeted way
  • Deepen your knowledge and obtain recognized continuing professional development hours
Toevoegen aan favorieten
Opleidingsfiche downloaden Mail course file

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