Sustainable Finance and Investment Training Course

Sustainable Finance and Investment Training Course

Overview of the course This course offers an in-depth understanding of sustainable finance and investment, focusing on integrating environmental, social, and governance (ESG) factors into financial decision-making. Participants will learn how to promote sustainability and corporate responsibility through responsible investing.

Throughout the course, we'll cover ESG frameworks, sustainable investment strategies, impact investing, and regulatory requirements. Participants will engage in practical sessions to apply these principles to real-world financial scenarios.

Who should attend the training

  • Financial analysts
  • Investment managers
  • Sustainability professionals
  • Risk managers
  • Compliance officers
  • Corporate governance professionals

Objectives of the training

  • Understand the principles of sustainable finance and investment
  • Learn how to incorporate ESG factors into investment decisions
  • Gain insights into impact investing and sustainable investment strategies
  • Explore regulatory requirements and reporting standards
  • Develop skills to engage stakeholders on sustainable finance issues

Personal benefits

  • Enhance your understanding of sustainable finance and investment
  • Improve your ability to make responsible investment decisions
  • Gain a competitive edge in the financial industry
  • Network with other professionals focused on sustainability

Organizational benefits

  • Enhance the sustainability and responsibility of investment portfolios
  • Achieve compliance with ESG regulations
  • Improve risk management practices
  • Build trust with stakeholders through responsible investing

Training methodology

  • Interactive lectures
  • Group discussions
  • Case studies
  • Practical sessions
  • Role-playing exercises

Experience of the trainers

Our trainers are industry experts with extensive experience in ESG practices, sustainability, and corporate governance within the financial services sector. They bring practical insights and real-world examples to enhance the learning experience.

Quality statement

We are committed to providing high-quality training that meets the needs of our participants. Our courses are designed to be interactive, engaging, and relevant to current industry standards.

Tailor-made courses

We offer tailor-made training courses to meet the specific needs of your organization. Contact us to discuss customized training solutions.

Payment information

Payment is required a week before the training starts.

Course duration: 5 days

Training fee: USD 1300

Course Outline:

Module 1: Introduction to Sustainable Finance

  • Overview of sustainable finance principles
  • Importance of sustainable finance and investment
  • ESG frameworks in finance
  • Stakeholder engagement in sustainable finance
  • Practical session: Analyzing sustainable finance reports

Module 2: ESG Integration in Investment Strategies

  • Principles of responsible investing
  • ESG integration in investment decisions
  • Evaluating ESG performance
  • Impact investing
  • Practical session: Developing an ESG-integrated investment portfolio

Module 3: Impact Investing

  • Overview of impact investing
  • Measuring and managing impact investments
  • Case studies in impact investing
  • Regulatory requirements for impact investing
  • Practical session: Creating an impact investment strategy

Module 4: Sustainable Investment Products

  • Green bonds and social bonds
  • ESG funds and ETFs
  • Sustainable finance instruments
  • Evaluating sustainable investment products
  • Practical session: Developing sustainable investment products

Module 5: ESG Risk Management in Finance

  • Identifying ESG risks in finance
  • ESG risk assessment methods
  • Mitigating ESG risks in investment portfolios
  • Case studies in ESG risk management
  • Practical session: Conducting an ESG risk assessment

Module 6: ESG Reporting and Disclosure in Finance

  • ESG reporting standards and frameworks (e.g., SASB, TCFD)
  • Materiality assessment in finance
  • ESG data collection and analysis
  • Communication and reporting strategies for finance
  • Practical session: Creating an ESG report for an investment firm

Module 7: Regulatory Landscape for Sustainable Finance

  • ESG regulations and compliance in finance
  • Role of financial regulators in sustainable finance
  • Emerging ESG regulatory trends
  • Global ESG initiatives and collaborations
  • Practical session: Analyzing regulatory requirements for sustainable finance

Module 8: Case Studies in Sustainable Finance

  • Success stories of sustainable finance integration
  • Lessons learned from sustainable finance challenges
  • Sector-specific sustainable finance practices
  • Impact measurement and reporting in finance
  • Practical session: Case study analysis

Module 9: Innovations in Sustainable Finance

  • Innovations in sustainable finance practices
  • The future of sustainable finance reporting
  • Regulatory changes and updates for sustainable finance
  • Global sustainable finance initiatives and collaborations
  • Practical session: Exploring future trends in sustainable finance

Module 10: Implementing Sustainable Finance Initiatives

  • Planning and executing sustainable finance initiatives
  • Monitoring and evaluating sustainable finance performance
  • Continuous improvement in sustainable finance practices
  • Overcoming barriers to sustainable finance adoption
  • Practical session: Implementing a sustainable finance project

Requirements

Participants should be reasonably proficient in English.

Applicants must live up to Armstrong Global Institute admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@armstrongglobalinstitute.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@armstrongglobalinstitute.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@armstrongglobalinstitute.com or on Tel: +254720272325 / +254725012095 / +254724452588

 

Instructor-led Training Schedule

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