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Program Objectives

The Certified Expert in Sustainable Finance program aims to enable financial and non-financial professionals to integrate the ESG factors into the financial management system to create sustainable value. 


Upon completion of the training program, participants will be able to:

Understand the landscape of sustainable finance in loans , bonds, investment and insurance

Explore the impact of ESG factors on financial performance;

Discover the principles and practices of sustainable finance;

Develop the sustainable financing strategy for the long-term growth of a business;

Manage the tools and methods for sustainable finance and investment.

Virtual Team Meeting

Course Curriculum

This online training program consists of the following module :

The Circular Economy and Sustainable Development

Module 1

  • The circular economy

  • Defining sustainability

  • The development of sustainability: Trible bottom line (TBL), environmental, social and governance  (ESG), and the UN sustainable development goals (SDGs).

  • Sustainability and business.

The Sustainable Capital Market

Module 2

  • The drivers of sustainable capital market

  • Financing the sustainable development

  • The stakeholders of sustainable capital market

  • Sustainable financial products and services: green bond, social bond, carbon insurance, sustainable fund, microfinance, responsible banking loan and green building loan.

The Nature of Sustainable Finance

Module 3

  • Definitions and key principles

  • Social finance

  • Impact finance

  • Thematic finance

  • Responsible finance

The Nature of Sustainable Investment

Module 4

  • Definitions and key principles

  • Social investment

  • Impact investment

  • Thematic investment

  • Responsible investment

ESG Factors in Portfolio Context

Module 5

  • ESG Beta universe and indexes

  • Performance measures of a fund: Sharpe ratio , information ratio and Sortino ratio

  • Risk budgeting and asset allocation

  • ESG integration and investment strategy

ESG Investment Management

Module 6

  • ESG investment policy and criteria

  • The screening process

  • Active Management

  • Investment agreement

  • Investment monitoring

  • Investment review and reporting

Workshop Schedule:

  • 6 sessions to be delivered by zoom

  • each session is 2 hours

  • starting date and time: tentative 7:00 pm in August ,2021 ( every Wednesday)


LANGUAGE: English


ASSESSMENT: work-based project, no examination


AWARD:　To be eligible for the award of the Certified Expert in Sustainable Finance® designation, participants are required to achieve 70% attendance of the program and pass the assessment


FEE :

Workshop Fee: US$ 2,000  ( including workshop, training material, and certification)

Assessment Fee: US$ 500 

Re-assessment Fee: US$ 300




About The Partner

The program is run by the Canadian Chartered Institute of Finance and Accountancy in collaboration with Knowledge Capital Media Group Ltd  (KCMG), the expert in sustainable finance. KCMG provides consulting services to the public listed corporations in ESG management and sustainable investing.

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