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Accounting & Finance

ESG Series: Sustainable Banking and Finance
ESG 系列之「可持續銀行與金融」

Course No. : 222-829361-01|Start Date : 05/07/2022

Instructor

Mr. Angus Yip
Chairman of ICSD

Mr. Mike Hui
Vice Chairman of ICSD

Language Used

Cantonese (presentation materials in English)

Total Hours

15 hours

Session

3 hours X 5 modules

Place

Hybrid Teaching Mode
Real-time Zoom and Face-to-face Classroom teaching will be available
Classroom venue in Central Teaching Centre

Start Date

05/07/2022

Schedule

Tuesday

Time

19:00 - 22:00

Tuition Fee

$4,900

Level

General Short Courses

Course Enquiries

2209 02262603 6565[JavaScript encoded]

Enrolment Enquiries

2209 0290

Closing Date for Application

30/06/2022

1
Course Description

Hybrid Teaching Mode
Real-time Zoom and Face-to-face Classroom teaching will be available simultaneously.
(i.e., Classroom venue in Central Teaching Centre)

"ESG Series: Sustainable Banking and Finance" is offered in collaboration with the School of Continuing and Professional Studies of The Chinese University of Hong Kong (CUSCS) and The International Chamber of Sustainable Development (ICSD).

Upon completing the course and achieving a pass on the assignment, participants will be eligible to apply for the Certificate of Completion from CUSCS. Furthermore, participants will be eligible for ICSD membership and apply for the credential of Certified ESG Planner CEP®. (administration and membership fee applies).

Certified ESG Planner CEP® is granted by ICSD and registered with the United Nations SDGs Knowledge Platform. (Registration No.: 39533). This designation aims to equip students with essential knowledge and skills to cope with our world's most pressing ESG issues. CEP holders can address sustainability problems and provide timely advisory services. More information on the CEP website: Certified ESG Planner

CEP® signature CEPAR 5-step methodology to tackle ESG issues:
Challenge
Evaluation
Planning
Action
Review

Being a Certified ESG Planner CEP®, one 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 5-step CEPAR to tackle pressing ESG issues.

2
Module 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

3
Module 2: 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

4
Module 3.1: 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

5
Module 3.2: 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

6
Module 4: Sustainability reporting and credit assessment

• Introduction to ESG reporting
• HKEx’s latest ESG requirements
• ESG reporting and lending business

7
Module 5: 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

8
Assessment:

• Attendance rate of 70% or above
• A 500-1000 words Application Paper (Chinese or English) to apply the CEPAR methodology in tackling ESG issues
• Pass or Fail only

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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 background.

10
Instructors

Mr. Angus Yip
Mr. 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. Mr. Yip 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.

Mr. Yip focuses on research in the sustainable development of enterprises, ESG reports of listed companies, and the provision of related consulting services.

Mr. Mike Hui
Mr. Hui is an alumnus of the Chinese University of Hong Kong, holds a Master of Finance from CUHK, and holds 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.

Mr. 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.

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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

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Medium of Instruction

Cantonese (presentation materials in English)

13
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

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Remarks

All discounts and privileges are not applicable