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

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


Pilot GSF Capacity Building Support Scheme

Maximum HK$10,000 Subsidy

Name of Programme Provider: The Hong Kong Management Association
Programme Provider Identification Code: PP-TRR419
Programme Identification Code: GTP-602229
Programme Name: Executive Certificate in ESG Planning

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

Eligible applicants may apply for reimbursement of relevant fees upon successful completion of Eligible Programmes, subject to a ceiling of HK$10,000 and other conditions.

Application should be sent directly to the Pilot GSF 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.


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 500-1000 word Application Paper (Chinese or English) to apply the methodology learned to solve a real-life ESG problem. Professional feedback will be provided.

*If students successfully complete the Certified ESG Planner assessment and join ICSD membership(HK$900/year), students will be eligible to use CEP® on their business card.

Aug 05
Online Information Session
13:00 - 14:00

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Programme Name:

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

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Syllabus Summary (4 core modules and minimum 1 elective module)
Core Modules
  1. Corporate Sustainability Foundation by Dr. Angus Yip
    • Corporate sustainability defined and the basics of sustainability
    • Climate change challenges and opportunities
    • Introduction of sustainable finance
    • Carbon trading and Carbon Border Adjustment Mechanism (CBAM)
    • Current practices of ESG and future trend
  2. ESG Reporting by Dr. Angus Yip
    • Brief history and benefits of ESG reporting
    • The latest requirements of ESG reporting in HKEX
    • Calculations of environmental KPIs (e.g. air pollutants and GHGs)
    • Practical steps in stakeholder engagement and materiality analysis
    • Introduction of TCFD, ISSB S1 and S2
  3. Sustainable Business Model and Long-term Value Creation by Dr. Mike Hui
    • From sustainable development to ESG analysis
    • Competitive strategy and business model
    • Materiality analysis, circular economy and long-term value creation
    • Non-financial KPIs in ESG integration
  4. CEPAR methodology and ESG Investment by Dr. Mike Hui
    • Financial KPIs and ESG project analysis
    • CEPAR methodology and consolidation of concepts
    • Introduction to sustainable and responsible investment
    • Sustainable investment strategies in practice and empirical evidence of performance
Elective Modules
  1. Social Innovation and Social Enterprises by Dr. Angus Yip
    • Stages of social innovation and points to note (Oxford Model)
    • Examples of social innovation
    • Introduction of social enterprises in Hong Kong
    • Supporting for setting up a social enterprise
    • Experience sharing with a social entrepreneur
  2. Communication in Sustainable Business Practices by Ronald Mok
    • The importance of communicating sustainable business value
    • Stakeholders in the communication model
    • Tools in financial communication
    • How to craft compelling sustainable messages
    • How to create and package the sustainable company story
    • Examples of communication of sustainability with stakeholders
  3. Introduction to Information Technology and Fintech Application to Sustainable Development by Dr. Mike Hui & Guest Speaker
    • IT, Fintech and their availability to the public
    • Fintech Benefits to Sustainable Finance & Sustainable Development
    • Sustainable development applications in banking/ insurance/ investing
    • Case studies of Fintech and sustainable development


Course Details

Ms Lydia Lam
Phone: 2774 8552
Email: lydialam@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: 2774 8500 / Ivy Ng 3468 6023 / Shino Choi 3468 6024 / Windy Ng 3468 6025
Email: hkma@hkma.org.hk
Fax: 2365 1000

Payment Methods