Advanced Programme on Sustainable Finance: Sustainable Finance in Investment Management

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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” courses are giving you the knowledge and tools needed to address and take advantage of these changes. The course topics including sustainability goals and ESG-related risks, are perfect for business and risk managers, compliance officers, investment professionals, management consultants, and financial analysts of all types, as delivering impact by sustainable finance and resilience to ESG risks are increasingly important for financial institutions. We therefore aim at helping finance professionals to manage the risks and opportunities arising from the transition to a more sustainable economy, as well as its financial and non-financial impact.

This program consists of a series of training courses specifically designed around certain themes.
These courses are:

Advanced Programme on Sustainable Finance: Global sustainability challenges, goals and disclosure frameworks
Advanced Programme on Sustainable Finance: Sustainability goals and Sustainable finance regulations in the EU
Advanced Programme on Sustainable Finance: ESG Risk Management and Regulatory Compliance
Advanced Programme on Sustainable Finance: Sustainable finance in Investment Management
Advanced Programme on Sustainable Finance: Sustainable Finance in Equity and Debt Capital Markets Management
Advanced Programme on Sustainable Finance: Sustainable Finance in Transaction Banking.

Objectives:

You will gain an understanding of how the current financial system works, the social and environmental pressures it faces, and how it can be rewired to create better value for society and your organization. Develop the ability to channel your organization’s financial success through sustainable approaches and initiatives such as the integration of Environmental, Social, and Governance (ESG) investing, impact investing, and positive screening.
You will also unlock new perspectives on how businesses, banks, and insurers are shifting investment towards more sustainable business models to lower risk and capture long-term growth opportunities. Walk away with tangible, real-world models that can deliver positive long-term returns for your business, clients, and society.
Gain the tools, frameworks, and strategies to implement sustainable finance in your organization, underpinned by social and environmental values, creating long-term financial benefits.

Total price *

Members: € 550
Non-members: € 650
Partners/ BZB: € 550
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: 6h general
Insurances: 6h general
Compliance: 6h

Continuing Professional Development

Available dates

19/12/2024 - 09:00u - 17:00u - Advanced Programme on Sustainable Finance: Sustainable Finance in Investment Management

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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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Download training course sheet

Email training course sheet

Target group

These advanced training courses (with preliminary basic introduction if requested) can be followed by various target groups in financial institutions:

Relationship, sales and portfolio managers in banks, insurance companies and investment firms
Staff in risk, compliance, internal audit and legal departments
Front and Middle office middle management, both commercial and supporting functions

Required prior knowledge

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

Preparation: Persons wishing to take the course are strongly advised to have completed the E-Learning "Introduction to Sustainable Finance"

Programme

CONTENT

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
The key investment strategies
2021 EU Green Deal
- Growth of Sustainable Investments
- Sustainable Finance Disclosure Regulation (SFDR)
- EU Taxonomy
- Sustainability in MiFID
ESG in figures
ESG Assets Under Management (AUM)
ESG Performances
Febelfin Quality Label (Towards Sustainability)
Capita Selecta
- The Science Based Targets Initiative (SBTi)
- European ESG Template (EET)
- Sustainable Bonds
- Towards Sustainability: sustainability labels
Business case of ESG fund management (Review an existing customer portfolio and optimize investments to ensure the inclusion of sustainable/ESG objectives)

Target audience: in addition to above, special interest to front office Private Banking & Retail.

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

Methodology

You follow a ‘Classroom training’ face-to-face 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.).

Course material: PowerPoint presentation (slides);