Advanced Certificate in Sustainable Banking and Finance

Maximum HK$10,000 Subsidy

Name of Programme Provider: The Hong Kong Management Association
Programme Provider Identification Code: PP-TRR419
Programme Identification Code: GTP-428262
Programme Name: Advanced Certificate in Sustainable Banking and Finance
^{* The Pilot Green and Sustainable Finance Capacity Building Support Scheme only accepts reimbursement applications in relation to an Eligible Programme with an enrolment date that is on or after the effective date of such Programme.}

This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme .

Application should be sent directly to the Pilot Green and Sustainable Finance Capacity Building Support Scheme office within three months after programme completion. The right of final decision is reserved by the secretariat of Pilot GSF Capacity Building Support Scheme. For details, please visit the Scheme website:www.greentalent.org.hk or contact the Scheme enquiry hotline: 852-2258-6000 or email to enquiry@greentalent.org.hk.

As a banking & finance professional, are you ready to bring your career to next level by integrating your expertise with the most dynamic force in today’s business world: ESG?
This course provides a comprehensive overview of sustainable financing, a key driver of sustainable development and long-term value. You will explore the evolution of ESG finance and its critical role in the modern financial ecosystem. The curriculum is designed to equip you with practical skills, enabling you to structure and apply the core principles of Green Loans (GLP) and Sustainability-Linked Loans (SLLP) to real-world corporate scenarios. We will delve into the tangible corporate benefits and the financial incentives used by institutions, while also covering structured ESG instruments and the latest market innovations. Besides, ESG reporting, ESG investment and CEPAR® Methodology will be taught to help learners for analyzing sustainable issues in an effective manner.

Upon completion of this module, participants will be able to:

1. Trace the evolution of ESG finance and evaluate its impact on the ESG ecosystem.
2. Understand the core components of the Green Loan Principles (GLP) and Sustainability-Linked Loan Principles (SLLP).
3. Apply the GLP and SLLP to structure and assess financing in real-world scenarios.
4. Describe key structured ESG finance models and their applications.
5. Understand the key recent developments in the ESG finance market
6. Deepen the understanding of ESG reporting and ESG investment
7. Use CEPAR methodology to solve real-life ESG challenges.

1. Sustainable Banking & Finance: From Theory to Practice I by Tim Hui (3 hours)
   • The evolution of ESG Finance
   • How do corporates benefit from ESG finance
   • How are corporates incentivized by ESG finance
   • How does a bank approve ESG-related financing
   • The Green Loan Principle “GLP”
   • The Sustainable-linked Loan Principle “SLLP”
   • The Social Loan Principle “SLP”
2. Sustainable Banking & Finance: From Theory to Practice II by Tim Hui (3 hours)
   • After thorough understanding the key components and theory of GLP, SLLP and SLP, real-life cases will be shared and discussed in this module to understand how a bank structures those ESG-linked loan based on these principles.
   • Cases for discussions include:
     • Green Loan for building contractor
     • Green Loan for solar-system project
     • Social Loan for building contractor
     • Sustainability Linked Loan for Manufacturing
     • Sustainability Linked Loan for shopping mall
   • Case for learners to apply those principles
     • Sustainability Linked Loan for a building contractor
3. Structured Sustainable banking products and the latest development by Tim Hui (3 hours)
   • Green Trade Finance
   • Sustainable Supply Chain Finance
   • Sustainable/Green Syndication
   • Carbon trading Finance
   • ESG Ethics: Green washing, declassification and prevention
   • How to become a sustainable finance professional
4. Sustainability basics and ESG Reporting by Dr. Angus Yip (6 hours)
   • Sustainability and ESG basics
   • The latest requirements of HKEX’s ESG reporting framework
   • Practical process of ESG reporting (stakeholder engagement and materiality analysis)
   • Understanding the credit risks through reading ESG reports
   • Key calculations for various KPIs (e.g. GHG emissions)
   • Introduction to ISSB S1, S2 and other international standards
   • Case sharing (0.5 hour)
5. ESG Investment by Dr. Mike Hui (3 hours)
   • Sustainable and responsible investment
   • Sustainable investment strategies in practice and empirical evidence of performance
   • Financial KPIs and ESG project analysis
6. ESG Value Creation and CEPAR® Methodology by Dr Mike Hui (3 hours)
   • Sustainable business models for enhancing value creation and competitive edge
   • CEPAR methodology and its application in real-life case
   • Case study