Accounting & Finance
ESG Series: Sustainable Banking and Finance
ESG 系列之「可持續銀行與金融」
Course No. : 231-829361-21|Start Date : 04/05/2023
Instructor
Dr. Angus Yip
Dr. Mike Hui
Language Used
Cantonese (presentation materials in English)
Total Hours
15
Session
3 hours X 5 sessions
Place
Start Date
04/05/2023
Tuition Fee
$4,900
Level
General Short Courses
Course Enquiries
2209 02262603 6565[JavaScript encoded]
Enrolment Enquiries
2209 0290
Closing Date for Application
27/04/2023
1 Course Schedule, Course Description & Learning Outcomes
ESG Series: Sustainable Banking and Finance
15-hour real-time online tutorials
>> Course Schedule
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Course Description
This course aims to equip students with essential ESG knowledge and skills in banking and finance to cope with our world's most pressing Environment, Social, and Governance issues.
A) Upon completion of the course with a pass of the assignment, and achieving 70% attendance, student will be eligible to apply for the followings:#
1) "Certificate of Completion" awarded by CUSCS
2) membership of the International Chamber of Sustainable Development (ICSD)
3) credential and certificate of "Certified ESG Planner CEP®"*
OR
B) Student who completed the course and achieved 70% attendance, however not able to obtain a pass of the assignment, he/she can apply for the "Certificate of Attendance" from CUSCS.#
# administration and membership fees apply
What is "Certified ESG Planner CEP®"?
* "Certified ESG Planner CEP®" is a trademark granted by the International Chamber of Sustainable Development (ICSD).
* The relevant education programme has been officially approved and registered with the United Nations Sustainable Development Knowledge Platform in August 2021 with Registration Number: 39533.
Being a "Certified ESG Planner CEP®", you can:
1) have the authorization to use the trademark CEP® after your name as a credential;
2) obtain a solid knowledge of sustainability;
3) understand the trend and the state-of-the-art development in ESG;
4) apply the 5-step of CEPAR methodology to tackle pressing ESG issues.
Learning Outcomes
Upon completion of the course, participants will be able to:
1) explain the foundation and holistic view of sustainable development;
2) identify sustainable business models and financing & investment opportunities for the banking and finance industry;
3) analyze ESG issues in macro and micro views for the banking and finance industry;
4) apply the theories and essentials of ESG reporting and the CEPAR model for practical use;
5) network with different professionals from a variety of backgrounds.
2 Session 1: ESG in banking and finance
• Concepts of sustainability and ESG
• Essentials of green bonds, green loans, and carbon trading
• Sustainable business model archetypes for the banking industry
• Essentials of green bonds, green loans, and carbon trading
• Sustainable business model archetypes for the banking industry
3 Session 2: Sustainability reporting and credit assessment
• Introduction to ESG reporting
• HKEx’s latest ESG requirements
• ESG reporting and lending business
• HKEx’s latest ESG requirements
• ESG reporting and lending business
4 Session 3: ESG integration and value drivers of business model
• Explain why and how companies should connect sustainability to their business model
• Explain how companies should connect sustainability to their competitive position, intangible assets, and corporate strategy
• Explain how companies should connect sustainability to their competitive position, intangible assets, and corporate strategy
5 Session 4: Sustainable and responsible investments and CEPAR methodology
• Historical and development in sustainable and responsible investments
• Strategies and performance of sustainable and responsible mutual funds
• Sustainable and responsible mutual funds in Hong Kong
• CEPAR model and application
• Strategies and performance of sustainable and responsible mutual funds
• Sustainable and responsible mutual funds in Hong Kong
• CEPAR model and application
6 Session 5.1: Integrating sustainability into lending – a macro view
• Risk-based approach vs. value-based approach towards sustainable lending
• TCFD approach: introduction to financing circular business models, microfinance, and impact measurement
• Regulatory approach to sustainable lending: how ESG risks can be incorporated in the credit risk assessment
• TCFD approach: introduction to financing circular business models, microfinance, and impact measurement
• Regulatory approach to sustainable lending: how ESG risks can be incorporated in the credit risk assessment
7 Session 5.2: Risk-based approach to sustainable lending - a micro view
• Risk consideration demonstrated via green finance projects
• Lending covenants for ESG green loans
• Case study: Structure of green bonds and green loans
• Lending covenants for ESG green loans
• Case study: Structure of green bonds and green loans
8 Assessment & Credentials
Assessment
• a 500-1000 words Application Paper (Chinese or English) to apply the CEPAR methodology in tackling ESG issues
• pass or fail only
• achieve an attendance of not less than 70%
Credentials
A) Upon completion of the course with a pass on the assignment, and achieving an attendance of not less than 70%, student will be eligible to apply for the followings:#
1) "Certificate of Completion" awarded by CUSCS
2) membership of the International Chamber of Sustainable Development (ICSD)
3) credential and certificate of "Certified ESG Planner CEP®"*
OR
B) Student who completed the course and achieved 70% attendance, however not able to obtain a pass of the assignment, he/she can apply for the "Certificate of Attendance" from CUSCS.#
# administration and membership fees apply
What is "Certified ESG Planner CEP®"?
* "Certified ESG Planner CEP®" is a trademark granted by the International Chamber of Sustainable Development (ICSD).
* The relevant education programme has been officially approved and registered with the United Nations Sustainable Development Knowledge Platform in August 2021 with Registration Number: 39533.
Being a "Certified ESG Planner CEP®", you can:
1) have the authorization to use the trademark CEP® after your name as a credential;
2) obtain a solid knowledge of sustainability;
3) understand the trend and the state-of-the-art development in ESG;
4) apply the 5-step of CEPAR methodology to tackle pressing ESG issues.
• a 500-1000 words Application Paper (Chinese or English) to apply the CEPAR methodology in tackling ESG issues
• pass or fail only
• achieve an attendance of not less than 70%
Credentials
A) Upon completion of the course with a pass on the assignment, and achieving an attendance of not less than 70%, student will be eligible to apply for the followings:#
1) "Certificate of Completion" awarded by CUSCS
2) membership of the International Chamber of Sustainable Development (ICSD)
3) credential and certificate of "Certified ESG Planner CEP®"*
OR
B) Student who completed the course and achieved 70% attendance, however not able to obtain a pass of the assignment, he/she can apply for the "Certificate of Attendance" from CUSCS.#
# administration and membership fees apply
What is "Certified ESG Planner CEP®"?
* "Certified ESG Planner CEP®" is a trademark granted by the International Chamber of Sustainable Development (ICSD).
* The relevant education programme has been officially approved and registered with the United Nations Sustainable Development Knowledge Platform in August 2021 with Registration Number: 39533.
Being a "Certified ESG Planner CEP®", you can:
1) have the authorization to use the trademark CEP® after your name as a credential;
2) obtain a solid knowledge of sustainability;
3) understand the trend and the state-of-the-art development in ESG;
4) apply the 5-step of CEPAR methodology to tackle pressing ESG issues.
9 Professional Instructors
Dr. Angus Yip
Dr. Yip is a senior sustainability consultant and banker. He is a Chartered Banker (UK) and a Certified Banker (HK). He has over 30 years of working experience in banking, asset management, and consulting.
He was also awarded a master's degree in "Sustainability Leadership" from Cambridge University, a master's degree in "Management" from Harvard University, and a professional graduate certificate in "Corporate Sustainability and Innovation" from Harvard University.
Dr. Yip received his doctoral degree from the University of Wales TSD after completing the DBA programme. He focuses on research in the sustainable development of enterprises, ESG reports of listed companies, and the provision of related consulting services.
Dr. Mike Hui
Dr. Hui is an alumnus of the Chinese University of Hong Kong, holds a Master of Finance from CUHK, and has a Chartered Financial Analyst (CFA) qualification.
With more than 20 years of teaching and consulting experience, he has mainly taught the examination courses of "Chartered Financial Analyst (CFA)" and "Certified Financial Planner CFP" for many years.
Dr. Hui also provides professional customized analysis, management, and training services for banks and financial institutions. In recent years, he has also taught ESG courses in colleges and professional institutions and is committed to researching fields related to ESG investment.
He completed the DBA programme and received a doctoral degree from the University of Wales TSD. His thesis topic and research interests are also about ESG Investments.
Dr. Yip is a senior sustainability consultant and banker. He is a Chartered Banker (UK) and a Certified Banker (HK). He has over 30 years of working experience in banking, asset management, and consulting.
He was also awarded a master's degree in "Sustainability Leadership" from Cambridge University, a master's degree in "Management" from Harvard University, and a professional graduate certificate in "Corporate Sustainability and Innovation" from Harvard University.
Dr. Yip received his doctoral degree from the University of Wales TSD after completing the DBA programme. He focuses on research in the sustainable development of enterprises, ESG reports of listed companies, and the provision of related consulting services.
Dr. Mike Hui
Dr. Hui is an alumnus of the Chinese University of Hong Kong, holds a Master of Finance from CUHK, and has a Chartered Financial Analyst (CFA) qualification.
With more than 20 years of teaching and consulting experience, he has mainly taught the examination courses of "Chartered Financial Analyst (CFA)" and "Certified Financial Planner CFP" for many years.
Dr. Hui also provides professional customized analysis, management, and training services for banks and financial institutions. In recent years, he has also taught ESG courses in colleges and professional institutions and is committed to researching fields related to ESG investment.
He completed the DBA programme and received a doctoral degree from the University of Wales TSD. His thesis topic and research interests are also about ESG Investments.
10 Medium of Instruction
Cantonese (presentation materials in English)
11 Sharing by Students
Student Testimonials - What our Students are Saying?
Jul - Aug 2022 Class
Oct - Nov 2022 Class
✓ The content of the course is very fruitful, practical and applicable in Hong Kong. The instructors share a lot of examples and case studies. We can take away useful information for work.
✓ An informative course for someone like me with no financial background. I can now learn and apply ESG analysis tools.
✓ Very rich experience of the instructors, a lot of insiders views and precious experience sharing from the two instructors, such as applicable tips for ESG reporting, ESG investment, and CEPAR tools, etc
✓ Enriched my banking and ESG knowledge
✓ The Course gives a good introduction to ESG with appropriate content.
✓ I will definitely recommend it to my colleagues.
✓ The instructors are very professional and resourceful, I enjoyed learning from them.
✓ 這課程非常之貼地，老師好有經驗，講的例子是我們熟悉的，而且息息相關。
✓ 學費及課程設計也非常好，我想學習一些專業知識，但又不會太深入而難以明白，但課程又真的能做到專業而大眾又明白的「精品」課程。
✓ 我也曾在網上搜尋過其他課程，沒有像這個課程如此具靈活性，有線上也有專業的導師教授。
✓ 老師課堂上的準備非常充足，又充滿幽默感，內容實在太豐富！
✓ 在疫情下能有這樣的「精品」課程實在難得。
✓ 老師授課很有熱誠，令到我們更加有熱情學習ESG這新領域！
Jul - Aug 2022 Class
Oct - Nov 2022 Class
✓ The content of the course is very fruitful, practical and applicable in Hong Kong. The instructors share a lot of examples and case studies. We can take away useful information for work.
✓ An informative course for someone like me with no financial background. I can now learn and apply ESG analysis tools.
✓ Very rich experience of the instructors, a lot of insiders views and precious experience sharing from the two instructors, such as applicable tips for ESG reporting, ESG investment, and CEPAR tools, etc
✓ Enriched my banking and ESG knowledge
✓ The Course gives a good introduction to ESG with appropriate content.
✓ I will definitely recommend it to my colleagues.
✓ The instructors are very professional and resourceful, I enjoyed learning from them.
✓ 這課程非常之貼地，老師好有經驗，講的例子是我們熟悉的，而且息息相關。
✓ 學費及課程設計也非常好，我想學習一些專業知識，但又不會太深入而難以明白，但課程又真的能做到專業而大眾又明白的「精品」課程。
✓ 我也曾在網上搜尋過其他課程，沒有像這個課程如此具靈活性，有線上也有專業的導師教授。
✓ 老師課堂上的準備非常充足，又充滿幽默感，內容實在太豐富！
✓ 在疫情下能有這樣的「精品」課程實在難得。
✓ 老師授課很有熱誠，令到我們更加有熱情學習ESG這新領域！
12 Useful e-Learning Platform: personalized Moodle account
Moodle is a user-friendly Learning Management System. Students who successfully enrolled in this particular course will be eligible to use it for free.
Students can access all the teaching materials and submit assignments on Moodle. Before the commencement of the course, an email with the private login details will be automatically generated by the IT system and sent to each qualified student.*
*Students are advised to check their registered email address and trash box around one week before the course commencement date
Students can access all the teaching materials and submit assignments on Moodle. Before the commencement of the course, an email with the private login details will be automatically generated by the IT system and sent to each qualified student.*
*Students are advised to check their registered email address and trash box around one week before the course commencement date
13 Target Participants
1) all levels of staff members in the banking or finance industry, especially practitioners involved in lending, wealth management, and risk management functions
2) anyone interested in sustainable banking and finance knowledge, ESG requirements, ESG funds, and ESG investments
3) anyone interested in developing a career in ESG related area
2) anyone interested in sustainable banking and finance knowledge, ESG requirements, ESG funds, and ESG investments
3) anyone interested in developing a career in ESG related area
14 The International Chamber of Sustainable Development (ICSD)
The International Chamber of Sustainable Development (ICSD) is a government-registered not-for-profit organisation (registration number: 0063358) based in Hong Kong. Its mission revolves around United Nations 17 Sustainable Development Goals (UN 17 SDGs) to promote international recognition of the sustainable development ideology among both individuals and corporations. More information on the ICSD website: ICSD
15 Remarks
All discounts and privileges are not applicable