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Advanced Programme on Sustainable Finance

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Global sustainability challenges – including climate change, natural resource depletion, and rising inequality – are affecting the commercial environment in a way that presents both risks and opportunities for the financial sector. The "Advanced Programme on Sustainable Finance” gives you the tools needed to address and take advantage of these changes. The course topics including ESG, are perfect for investment professionals, management consultants, and financial analysts of all types, as sustainable finance is increasingly important to help finance professionals understand how a company manages risks and opportunities created by market and non-market shifts.

The 5 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 1/2 day training : members 300 euro & non-members 330 euro).  

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. 

Objectives:

 

Niveau Advanced
Type opleiding Klassikale opleiding

Totale prijs *

Leden: € 1.800
Niet-leden: € 1.980
Partner BZB: € 1.800
Incompany: op maat, prijzen op aanvraag

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

Punten

  • Bank: 18 p/u
  • Verzekeringen: 12 p/u
  • Hypothecaire kredieten: 9 p/u
  • Consumentenkredieten: 9 p/u
  • Compliance: 18 p/u

Geregelde bijscholing

Examen/Bijscholing 500176 C + H permanent education mortgage loans
500176 C + H permanent education consumer loans
600.013
700.010
600.004

Beschikbare data

04/10/2022 - 07:00u - 10:30u - Module 1 - Foundations of Sustainable Finance

19/10/2022 - 11:30u - 15:00u - Module 2 - ESG Risk Management and Regulatory Compliance

09/11/2022 - 08:00u - 11:30u - Module 3 - Sustainable Finance in Investment Management

30/11/2022 - 08:00u - 11:30u - Module 4 - Sustainable Finance in Equity and Debt Capital Markets Management

14/12/2022 - 08:00u - 11:30u - Module 5 - Sustainable Finance in Transaction Banking

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Geef ons jouw interesse door indien er geen datum beschikbaar is, de geplande datum voor je niet past en/of deze sessie volzet is. Van zodra een vijftal personen ingeschreven zijn op de interesselijst stellen wij jou een nieuwe datum voor. Jouw inschrijving op de interesselijst is kosteloos en zonder enige verplichting.

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Doelgroep

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;
  • ...

Vereiste voorkennis

Advanced level: offers practical applications to the already acquired theoretical knowledge of the "basic level" courses (deepening).

Additional 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 of participants: 

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.

Programma

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
      • 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

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

    • Part 2 - Foundations of Sustainable Finance : Sustainable finance (SF) in the European Union
      • 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

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

  • Module 2 ESG Risk Management and Regulatory Compliance
    • 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, policies0
    • EU prudential and disclosure regulations (2021 Banking Package - Part 2)
    • Climate risk assessment and scenario analysis
    • Business case of climate scenario analysis

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

  • Module 3 Sustainable Finance in Investment Management
    • ESG investment in practice
    • Summary of key global/EU regulatory institutions & legislations 
    • Role of market-based investments in EU Sustainable Finance action plan
    • ESG-related investment products (Art 8 and 9)
    • Investment strategies
    • Business case of ESG fund management

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. 

  • Module 4 Sustainable Finance in Equity and Debt Capital Markets Management
    • 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

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

  • Module 5 Sustainable Finance in Transaction Banking
    • 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
    • ST 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.

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

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: 6 x ½ day of training

Hours: 9am - 12h30 or 13h30-17pm (3 training hours a day)

Points per module or submodule:

  • Module 1 Part 1: 3p Bank, Insurance, Compliance, Loans
  • Module 1 Part 2: 3p Bank, Insurance, Compliance, Loans
  • Module 2: 3p Bank, Insurance, Compliance, Loans
  • Module 3: 3p Bank, Insurance, Compliance
  • Module 4: 3p Bank, Compliance
  • Module 5: 3p Bank, Compliance

Offer: 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 1/2 day training : members : 300 euro & non-members : 330 euro.

Location: Febelfin Academy, Phoenix gebouw - Koning Albert II-laan 19 1210 Brussel

Training language : English

Preparation of participants: 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.

Methodologie

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 type: Classroom

During our interactive trainings we are as close as possible to the daily work practice. The focus is on practical tips, handy diagrams and recognizable situations or cases. Through practical assignments in small groups, participants are given the opportunity to reflect on certain aspects of the topic taught. After feedback from the group and the trainer, these can be further developed.

Training material:

  • Powerpoint presentation (English)

Docenten

Tamar Joulia-Paris
Risk, finance & treasury

Daniel Verbruggen
Risk, finance & treasury

KRIS ORGANE
Private banking & asset management
Durability