Target audience: investment and finance professionals, and any finance professional interested in deepening their knowledge of sustainable finance
Dates for the next cohorts of our training courses will be announced at a later date.
2 online training paths: Sustainable Finance and ESG Integration (10 hours) and CSR and Disclosure Standards (8 hours)
Prices for our training courses will be announced at a later date.
Please note that the courses are available in French only.
Transform your financial skills
Our advanced training paths in sustainable finance allow you to explore ESG (environmental, social and governance) issues and CSR (corporate social responsibility) factors to integrate them into your investment strategies. Be a leader in shaping the future of financial markets for more responsible management by learning from ESG experts in academia and the financial industry.
NEW! : This winter, take part in advanced training courses virtually, from 6 to 8 p.m.
With the support of
About our cohorts
These programs are offered twice a year in mixed cohorts (employees of various organizations and financial institutions), in the fall and winter.
Programs are also offered in dedicated cohorts (employees of a single organization or financial institution). Thus, member organizations of Finance Montréal have the option to deploy one or two programs internally for a group of approximately 20 people. For more information on dedicated cohorts, please contact Gaëtan Bourgoin, Senior Advisor, Education and Training Programs in Sustainable Finance at gaetan.bourgoin@finance-montreal.com.
Discover our two training paths
Sustainable Finance and ESG Integration path
Learn how to master ESG issues and develop the skills needed to integrate these criteria into your investment decisions. This training is a major asset for financial professionals wishing to transition to more responsible management.
Learn more
CSR and Disclosure Standards path
Understand and effectively use international disclosure standards and frameworks. This training is for professionals who wish to develop analytical skills to assess climate-related risks, seize investment opportunities and contribute to a more sustainable future.
Sustainable Finance and ESG Integration path
Dates for the next cohort will be announced at a later date.
Contact Gaëtan Bourgoin at gaetan.bourgoin@finance-montreal.com for more information.
10 hours of online training, divided into 5 workshops and 8 learning modules
Theoretical courses, practical cases, case studies
Dates for the next cohort will be announced at a later date.
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Analyze ESG issues in a global economy
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Assess the impact of ESG factors on markets and prices of financial instruments
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Break down ESG issues into materiality issues
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Measure ESG risks and opportunities
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Integrate ESG standards into investment strategies and decisions
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Understand and be introduced to the role of shareholders' engagement towards more responsible business management
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Adopt best practices in ESG, from the assessment and management of ESG opportunities and risks to accountability
Our training course is recognized by the Institute of Financial Planning and represents 10 CFU (continuing education units).
You will receive a certificate of participation at the end of the training path.
The trainers:
Frank Coggins, Ph. D. | Professor of the Desjardins Research Chair, Professor in charge of the GREFA, and Associate Researcher at the Interuniversity Centre on Risk, Economic Policy and Employment, Université de Sherbrooke
Amr Addas | Senior Director, Sustainable Finance, Farm Credit Canada
Michel Léveillée | Director, ESG and Public Markets, Bureau de Coopération interuniversitaire
Vincent Beaulieu | Head of Sustainable Investing, Public Markets, Fiera Capital
Réjean Nguyen, CFA | Senior Director, Impact Investing and ESG Integration, Addenda Capital
Solène Hanquier | Head of Responsible Investment, National Bank Investments
Odrey Robillard, M.Sc, M. Env. | Director, Sustainable Development, PVP, Private Placements and Impact Investments, Fonds de solidarité FTQ and lecturer, School of Management Sciences at UQÀM
Put theory into practice: 7 videos to learn more about sustainable finance in action!
Contributors to the videos:
Jean-Philippe Renaut | Director, Maison du développement durable
Lilya Mincheva | Senior Manager, Responsible Investment Ecosystems, UN PRI Canada
Laurent Da Silva | Climate change economist
Claude Cyr | Executive Vice President, Optimum Global Asset Management
Nancy Goudreau | Managing Director, Sustainable Finance, Desjardins
Christine Bisson-Roberge, CPA | Director of Finance and Administration, Agence de mobilité durable
Alexandre Hovette | Vice President, Capgemini Invent
Discover the detailed content of our training path
Module 1:
Introduction to sustainable finance (1 hour)
Content:
- Welcome note
- Introduction to sustainable finance
Module 2:
ESG impact - from theory to practice (1 hour)
Content:
- Traditional financial theory
- Positivist theories – ESG risk factors
- Normative theories – risk factors and sustainability
Module 3 (part 1):
ESG overview (2 hours)
Content:
- Environmental factors
- Social factors
- Governance factors
- Case studies
CSR and Disclosure
Standards path
Registration deadline for the next mixed cohort: March 12, 2025.
Register here or contact Gaëtan Bourgoin at gaetan.bourgoin@finance-montreal.com for more information.
8 hours of online training, divided into 4 workshops and 8 learning modules
Theoretical courses, practical cases, case studies
Dates for the next cohort will be announced at a later date.
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Familiarize yourself with international CSR and ESG disclosure standards and frameworks
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Effectively integrate CSR and ESG into a company’s financial strategies and disclosure processes
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Develop analytical and practical skills to assess sustainability risks and opportunities
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Understand the impact of governance on financial performance and climate risk management
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Develop the skills to navigate an increasingly demanding ESG market
Frank Coggins, Ph. D. | Professor of the Desjardins Research Chair, Professor in charge of the Applied Finance Research Group and Associate Researcher at the Interuniversity Centre on Risk, Economic Policy and Employment, Université de Sherbrooke
Kais Bouslah | Professor of Market Finance, Université du Québec à Trois-Rivières
Odrey Robillard, M.Sc, M. Env. | Advisor in sustainable finance and lecturer at the School of Management Sciences at UQÀM
Élisabeth Lécuyer | Analyst, ESG Research, Jarislowsky, Fraser Limited
Charles Benoît | Net-zero expert, Net Zero Banking Alliance (NZBA), UNEP FI
Jérôme Petigny | Team Leader, Climate Change, Biodiversity and ESG data, Desjardins
Erica Coulombe | Vice-President, Millani
Mariel Langlois | Manager, Millani
Marie-Josée Privyk | ESG Founder and Consultant, FinComm Services and ESG Strategic Advisor, QG100 Network
Charles-Étienne Borduas | Lawyer, Norton Rose Fulbright
Discover the detailed content of our training path
Module 1:
Introduction to Sustainable Development and Corporate Social Responsibility (CSR) (1 hour)
Content:
- Definitions (CSR, sustainable development, sustainable development goals)
- History and evolution of CSR
- Theoretical foundations of CSR
- Stakeholder management models
- The CSR standards and norms
Module 2:
Presentation of the different disclosure standards (1 hour)
Content:
- Evolution of the ecosystem and disclosure by companies
- Concept of materiality
- Most commonly used standards and reference frameworks
- Similarities and differences between these standards and frameworks
Module 3:
Task Force on Climate-Related Financial Disclosures (TCFD) and Climate Change (1 hour)
Content:
- History of TCFD recommendations on climate change
- TCFD Climate Change Recommendations
- Case study
