Advanced Programme on Sustainable Finance

Target group

The training course can be followed by various target groups which are active within a financial institution:

• employees of banks;
• employees of insurance companies;
• employees who encounter investment funds (funds, management company, custodian, transfer agent, distributor);
• compliance staff;
• internal auditors;
• employees of the legal department.

Required prior knowledge

Advanced level training: this training requires a general basic knowledge of the subject.

Prior knowledge required: These modules are at advanced level which means that this programme offers practical applications to the already acquired theoretical knowledge of the "basic level" courses (deepening). To experience the most impact of this programme, it is best that you have acquired a certain basic knowledge/notion of sustainable finance during your career.

Preparation: Persons wishing to take modules 2, 3, 4 and 5 are strongly advised to have completed at least one of the following training courses: E-Learning "Introduction to Sustainable Finance" or module 1 (part 1 & 2) of this programme.

Programme

CONTENT

This training gives you a complete overview through 5 modules.

Module 1 Part 1 - Foundations of Sustainable Finance : Basics of global sustainability and climate change (duration 6 hours of training)

Lecture by speaker: Mrs. Tamar Joulia-Paris, Senior Risk Advisor on Sustainable Finance and ESG risks, Board member at Dexia, Degroof Petercam and Greenomy.

• Global sustainability goals (17 UN SDGs),
• Connection between impact goals, purpose, and strategy
• Major ESG risks: climate/environmental, social, and geopolitical
• Climate: decarbonization challenges per sector/region
• Transparency: Global disclosure guidelines and standards (TCFD, TNFD, ISSD, …)
• Green, social and sustainability-linked instruments, and markets
• Main knowledge tools and publications

Part 2 - Foundations of Sustainable Finance : Sustainable finance (SF) in the European Union (duration 6 hours of training)

Lecture by speaker: Mrs. Tamar Joulia-Paris, Senior Risk Advisor on Sustainable Finance and ESG risks, Board member at Dexia, Degroof Petercam and Greenomy.

• EU Green Deal and sustainable finance action plan 
• Overview of SF regulations: CSRD for corporates, EU Taxonomy, SFDR and European ESG Template (EET) for investment products, EU Green Bonds, MiFid suitability 
• Trends in prudential regulations (GAR, stress testing) 
• Business case on alignment with EU Taxonomy

Module 2 ESG Risk Management and Regulatory Compliance (duration 6 hours of training)

Lecture by speaker: Mrs. Tamar Joulia-Paris, Senior Risk Advisor on Sustainable Finance and ESG risks, Board member at Dexia, Degroof Petercam and Greenomy.

• Overview of uncertainties around sustainability / impact goals and ESG-related risks
• Connection between impact goals, purpose, strategy, and risk appetite
• Framework for ESG and climate risk management: governance, culture, metrics/KPIs, policies
• EU prudential and disclosure regulations (2021 Banking Package - Part 2)
• Climate risk assessment and scenario analysis
• Business case of climate scenario analysis

Module 3 Sustainable Finance in Investment Management (duration 6 hours of training)

Lecture by speakers: Kris Organe, Sustainability Expert DP Private Banking of Degroof Petercam and Daniel Verbruggen, Part time CFO and Advisory Board Member at yaax.io. 

• Before 2006 : the origins of what would become the building blocks of sustainable investing
  • Exclusions
    • Sectors
    • Controversial activities
    • International norms/UN Global Compact

• 2006 Principles for Responsible Investment

  • 2006 UN PRI
  • 2006-2021 Growth of Sustainable Investments
• 2021 EU Green Deal
  • Growth of Sustainable Investments
  • Sustainable Finance Disclosure Regulation
  • EU Taxonomy

  • Sustainability in MiFID

• ESG in figures

• Capita Selecta

  • The Science Based Targets Initiative (SBTi)
  • European ESG Template (EET)
  • Sustainable Bonds
  • Towards Sustainability: sustainability labels

• Business case of ESG fund management

Module 4 Sustainable Finance in Equity and Debt Capital Markets Management (duration 6 hours of training)

Lecture by speaker: Daniel Verbruggen, Part time CFO and Advisory Board Member at yaax.io. 

• Summary of key global/EU regulatory institutions & legislations
• Credit and sustainability/ESG
• Sustainability strategies of organizations
• ESG analysis, valuation, and integration
• ESG data, scores & research providers
• Sustainability-linked products and markets
• Global frameworks, tooling, and standards on ESG performance for companies (GRI, IIRC, ISSD…)
• Business case of sustainability performance reporting at company level

Module 5 Sustainable Finance in Transaction Banking (duration 6 hours of training)

Lecture by speaker: Daniel Verbruggen, Part time CFO and Advisory Board Member at yaax.io. 

• Summary of key global/EU regulatory institutions & legislations
• Defining the Transaction Banking spectrum and its components (payments trade, supply chain, ….)
• Review of financial stakeholders: commercial & trade banks, associations (ICC, BAFT), multilateral banks
• Determining the regulatory and policy issues
• Analyzing the value and supply chain elements and its stakeholders
• ESG data, scores & research providers
• Short Term sustainability lending, criteria, and incentives
• Global trade and its intricacies
• The circular economy and the supply chain
• Trade finance, products & services (Letters of credit/SBLC processes).
• Rule books, certifications, standardization, and the position of financial institutions in the service provisioning
• Business case with supply chain example incl impact analysis and possible mitigation actions

The modules can be completed as a package or individually. Module 1 is composed of two submodules, respectively part 1 and part 2, but is considered as one single module.

PRACTICAL INFORMATION

• Duration: 
  • Module 1 : part 1 : 09:00 to 17:00 (6 hours of training)
  • Module 1 : part 2 : 09:00 to 17:00 (6 hours of training)
  • Module 2 : 09:00 to 17:00 (6 hours of training)
  • Module 3 : 09:00 to 17:00 (6 hours of training)
  • Module 4 : 09:00 to 17:00 (6 hours of training)
  • Module 5 : 09:00 to 17:00 (6 hours of training)
• Points per module or submodule:
  • Module 1 Part 1: 6p Bank, Insurance, Compliance, Loans
  • Module 1 Part 2: 6p Bank, Insurance, Compliance, Loans
  • Module 2: 6p Bank, Insurance, Compliance, Loans
  • Module 3: 6p Bank, Insurance, Compliance
  • Module 4: 6p Bank, Compliance
  • Module 5: 6p Bank, Compliance
• The modules can be completed as a package or you can register for each module separately and select the topics that are most relevant to your professional domain.
• Price per module or submodule: members : 550 euro & non-members : 650 euro.
• 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
• Preparation: Persons wishing to take modules 2, 3, 4 and 5 are strongly advised to have completed at least one of the following training courses: E-Learning "Introduction to Sustainable Finance" or module 1 of this programme.

Methodology

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

Training material: Powerpoint presentation (English).