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For the CPD cycle ending on 31 December2023, you can easily derive the 'CPD points' (read from now on as 'CPD hours') by summing the general and sector-specific hours per training domain. For more information, please check out our FAQ 

The impact of 'Sustainable Finance' on the financial sector

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Sustainable development has long been at the centre of the European Project. Accordingly, the EU has warmly welcomed the "UN 2030 Agenda" and fully endorsed its implementation. This led to an EU action plan on sustainable finance in 2018, some actions of which have since then already been translated into EU legislation that also apply to the financial sector, including investment firms providing investment advice and insurance distributors offering insurance-based investment products (IBIPs). The most recent EU regulation is the Sustainable Finance Disclosure Regulation (SFDR) Regulation (2019/2088).

In this training, we will give you an overview of the initiatives and the broader regulatory framework on sustainability, as well as delve deeper into exactly what transparency obligations mean and what the impact and consequences of these are for affected companies and financial sector intermediaries.

This training aims to:

 

Level Advanced
Learning format Live webinar

Total price *

Members: € 330
Non-members: € 360
Partners/ BZB: € 330
Incompany: tailor-made, prices on request

* Are you entitled to an allowance or subsidy?
* Price: service in the context of continuing professional training, exempt from VAT

CPD Hours Banking: 3h general
Insurances: 3h general
Compliance: 3h

Continuing Professional Development

Available dates

21/03/2024 - 09:00u - 12:30u - The impact of 'Sustainable Finance' on the financial sector

09/12/2024 - 09:00u - 12:30u - The impact of 'Sustainable Finance' on the financial sector

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Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.

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Target group

This training course can be followed by various target groups working within the financial sector as, among others:

  • managers and employees of legal services;
  • compliance officers and employees;
  • managers and employees of commercial department/marketing;
  • managers and employees financial reporting;
  • financial intermediaries offering investment advice.

Required prior knowledge

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

Programme

CONTENT

  • Introduction: the impact of sustainability on the financial sector
  • UN 2030 Agenda
    • EU Action Plan on Sustainable Finance
      • The Green Deal
      • Key themes
        • Taxonomy (what? why? impact?)
        • SFDR (what? why? impact?)
        • Product portfolio classification
        • NFRD (Non-Financial Reporting Directive)
        • CSRD (Corporate Sustainability Reporting Directive)
        • ESRS (EU Sustainability Reporting Standard)
        • Transparency
        • Benchmarks
    • Integrating sustainability in advisory services
      • Obligation to provide investors with information on
        • How they integrate sustainability risks into their investment process
        • How they consider any adverse effects on sustainability
      • EU Action Plan
      • Key concepts within the framework of MiFID II & IDD
      • EIOPA Directive on integrating sustainability preferences into suitability assessment
      • European ESG Template (EET)

PRACTICAL INFORMATION

  • Duration: ½ day of training (3 class hours)
  • Hours: 09:00 to 12:30
  • Language: This training will be given in English
  • Location: This training will be given online.
  • Additional information: How do you start the webinar? You will receive a login and password by email to access our platform. In the platform you will find a link. By clicking on the scheduled date the webinar will start via Webex or Teams. In order to receive CPD hours, it is important to enter your own name and surname, follow the entire training day and answer the questions suggested by the trainer. Do not follow the training with several people on the same PC.

Methodology

You follow a ‘Live webinar’ digitally in a group. It is ‘learning-apart-together’. At an agreed time, the teacher and participants log in to a video conference tool, each from his or her own location and with his or her own computer. Via this tool’s camera, microphone and chat function, 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.).



Training material:

  • PowerPoint presentation (slides);
  • Live video.

Insurances: The training concerns technical knowledge related to the various insurance branches, in accordance with art. 270 of the law of April 4, 2014.

Teachers

Patricia Goddet
Compliance & audit