Executive Certificate in ESG Planning (Certified ESG Planner CEP®)

Executive Certificate in ESG Planning (Certified ESG Planner CEP®)



Certified ESG Planner CEP® is a trade mark granted by International Chamber of Sustainable Development (ICSD)* and registered with the United Nations SDGs Knowledge Platform. (Registration No.: 39533). This designation can be used after your name and aims to equip students with essential knowledge and skills to cope with the most pressing ESG issues in our world. CEP® holders are able to address sustainability problems and provide suitable advisory services.

* ICSD is a registered non-profit making organization. website: https://www.icsd-global.org/

Structure and Requirement of CEP®

  • Attend FOUR core modules:
    • Corporate Sustainability Foundation (3 hours)
    • Introduction to sustainable business model and long-term value creation (3 hours)
    • ESG Reporting (3 hours) and
    • ESG Investment (3 hours)
  • Plus: any ONE elective (3 hours)
  • Plus: a 500-word Application Paper (Chinese or English) to apply the methodology learned to solve a real-life ESG problem. Professional feedback will be provided.
Aug 10
Online Information Session
20:30 - 21:30

Medium: Cantonese

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Face-to-face / Online


Syllabus Summary (4 core modules and minimum 1 elective module)
Core Modules
  1. Corporate Sustainability Foundation by Angus Yip
    • Corporate sustainability defined and the basics of sustainability
    • CEPAR five-step approach to deal with ESG problems
    • Current practices of ESG and future trend
  2. Introduction to Sustainable Business Model and Long-term Value Creation by Mike Hui
    • 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
  3. ESG Reporting by Angus Yip
    • Brief history and benefits of ESG reporting
    • Mandatory requirements of ESG reporting
  4. ESG Investment by Mike Hui
    • Type and history of sustainable and responsible investment: mutual funds, green bonds, green loans
    • ESG indexes and scores
    • Performance of sustainable and responsible mutual funds and selecting the funds
    • Introduction to ESG integration investment analysis approach
Elective Modules
  1. Social Innovation and Social Enterprises by OM Chan & Angus Yip
    • Corporate Social responsibility being part of social innovations that applicable in the business sectors
    • Aims for the advocating of Corporate Conscience
  2. Communication in Sustainable Business Practices by Ronald Mok
    • Stakeholders in the communication model
    • Examples of communication of sustainability with stakeholders
  3. Introduction to Information Technology and Fintech Application to Sustainable Development by Jacob Wai
    • Fintech and sustainable lending models
    • Insurtech and specific risk


Course Details

Ms Vivian Yiu
Phone: 2774 8540
Email: vivianyiu@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: 2774 8500 or 2774 8501
Email: hkma@hkma.org.hk
Fax: 2365 1000

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