Target audience: all employees in the financial sector who want to understand the basics of sustainable finance and responsible investment concepts
Courses can be started at any time of the year, and are offered virtually for maximum flexibility!
3 courses of 30 minutes each
Courses available both in English and in French
Courses are sold as group packages. Contact us to learn about our packages.
Get started with sustainable finance: transform your approach and maximize your impact
Teach your employees the fundamentals of sustainable finance and responsible investing through short courses tailored to their knowledge level. Give them the tools to actively support your transition to sustainable finance.
For more information and to register,
contact Gaëtan Bourgoin.
With the support of
.png)
Discover our three courses
Sustainable Finance
Master the basics of ESG and adopt a common language within your organization. Turn sustainability into a lever for performance and cross-team collaboration.
Sustainable Investment
Discover the principles of sustainable investing, and learn how to integrate ESG factors into your decisions. Strengthen your sustainability credibility and identify strategies that create long-term value for your clients.
Sustainable Corporate Financing
Explore the importance of ESG factors in decision-making. Identify stakeholder expectations and develop sustainable practices tailored to the specific challenges of each sector.
Sustainable Finance
This course is at all professionals holding a position within a financial institution, whether directly related to finance or not.
Professionals in HR, marketing, operations, etc. are also welcome!
Register
On-demand e-learning, 5-minute video clips, quizzes and interactive activities.
The course lasts approximately 30 minutes.
In just 30 minutes, this course will enable you to:
- Understand the value of sustainability
- Master the basics of ESG and understand how the integration of ESG factors can become a lever for risk management and value creation
- Create a common language to foster a shared understanding of ESG issues across your organization while reinforcing mastery of sustainable finance vocabulary
- Stimulate collaboration between teams and mobilize them around sustainability practices
- Analyze case studies and practical examples to better understand ESG applications in the financial sector
- Act as an ambassador for sustainable finance within your organization
Sustainable development and economics: introduction to the concepts of interdependence between our economies and ecosystems
Role of financial institutions: understanding the importance and impact of financial decisions on sustainability
ESG and materiality: definitions and importance of ESG information according to the perspectives of the different decision-makers (concept of relative importance)
Financial industry evolution: exploring new trends in ESG integration and disclosure requirements
ESG practices: an overview of the different ESG practices in different departments of a company (finance, investment, HR, marketing, IT, operations, etc.)
Challenges and perspectives: changes in culture, business opportunities, disclosure standards, regulations (e.g., EU deforestation legislation)
Course developed by :
Matt Orsagh, MBA, CFA | Sustainable finance expert, former Senior Director at the CFA Institute
Clarisse Simonek, CFA | ESG expert, educator, contributor to the CFA ESG investment certificate
Other contributors :
Rosalie Vendette
Maria Maisuradze, CFA, FSA
Stephen Kibsey, MBA, SIPC
Emmanuel N'dri, MSC
Sustainable Investment
This course is aimed at investment teams, financial advisors and account managers.
Professionals wishing to develop their knowledge in sustainable investing and finance are welcome!
Register
On-demand e-learning, 5-minute video clips, quizzes and interactive activities.
The course lasts approximately 30 minutes.
In just 30 minutes, this course will enable you to:
-
Master the basic concepts surrounding sustainable investment
-
Gain an overview of the different sustainable investment strategies and their role in creating long-term value
-
Analyze empirical data on the financial performance of ESG strategies
-
Understand the motivations behind sustainable investment and identify the reasons why investors are interested in ESG
-
Explore and apply different ESG integration methods adapted to various asset classes
-
Develop the confidence and credibility to discuss ESG and sustainability issues with your stakeholders
Growth of sustainable investment: analysis of market size, key growth drivers (risk management, opportunities and long-term value creation)
Importance of sustainable investing: fiduciary duty, understanding investors’ ESG objectives, different types of ESG products available
Sustainable investment strategies: exploration of six strategies adopted by professionals (exclusion, best-in-class, ESG integration, impact investing, thematic, engagement)
Case studies: examples of sustainable investment policies
Financial performance and profitability: review of meta-study results and performance of companies and investment funds, with a focus on management fees
ESG integration in various asset classes: practical approaches to incorporating ESG into public and private equity assets, bonds, real estate and passive strategies
Challenges and opportunities: standardization of practices, data availability and quality, regulation and evolving investor demand
Course developed by :
Matt Orsagh, MBA, CFA | Sustainable finance expert, former Senior Director at the CFA Institute
Clarisse Simonek, CFA | ESG expert, educator, contributor to the CFA ESG investment certificate
Other contributors :
Maria Maisuradze, CFA, FSA
Emmanuel N'dri, MSC
Sustainable Corporate Financing
This course is aimed at account managers or professionals in the corporate finance sector.
Welcome to professionals who have taken the Financial Sector Capacity Building: Sustainable Finance course!
Register
On-demand e-learning, 5-minute video clips, quizzes and interactive activities.
The course lasts approximately 30 minutes.
In just 30 minutes, this course will enable you to:
-
Clarify the impact of ESG factors on a company’s long-term performance and decision making
-
Identify and understand the sustainability expectations of investors, employees and customers
-
Identify ESG issues relevant to various industries, based on their specific challenges
-
Develop the confidence and credibility to engage in conversations about business strategy and ESG risk management
-
Help clients navigate a challenging business environment by integrating sustainable and responsible practices
Why integrate ESG into business ?: value creation, adaptating to complex realities, managing risks and opportunities and optimizing human and material resources
Megatrends and resilience: anticipating future challenges, expectations of investors, creditors, employees and customers, reducing environmental risks
Case studies : ESG risks and opportunities
Assessing materiality: important ESG factors, ISSB standards and frameworks, and moving from risk management to tangible, measurable commitment
ESG targets and measures: Net Zero, human rights, etc.
Role of bankers in creating innovative business opportunities and guiding companies towards more sustainable practices
Tailor-made ESG approach: understanding that each company follows a unique path towards sustainability, and adopting a personalized, authentic and holistic approach to meet customer needs
Course developed by :
Stephen Kibsey, MBA, SIPC | Sustainability consultant, educator, former risk manager
Lucie Bourgeois, M. SC., CRHA, ASC
Other contributors :
Maria Maisuradze, CFA, FSA
Emmanuel N'dri, MSC
