Programme purpose
Learning designed for immediate organisational application.
A commercial and risk-focused programme for banks, investors and issuers developing sustainable-finance strategies, green and sustainability-linked instruments, climate-risk capabilities and credible use-of-proceeds and impact reporting.
Available datesChoose the session that works for you.
Detailed two-day curriculumSix modules, practical exercises and workplace-ready outputs.
The programme moves from core concepts to guided application. Every major module includes focused submodules and a practical exercise.
Day 1Sustainable-finance instruments, taxonomies and transaction assessment
Module 1 — Sustainable-finance market and product landscape
- Sustainable, green, social, transition and climate finance
- Green, social and sustainability bonds and loans
- Sustainability-linked instruments, blended finance and credibility risks
Practical application: Match financing needs to appropriate sustainable-finance instruments.
Module 2 — Principles, taxonomies and eligibility
- Use-of-proceeds and sustainability-linked principles
- Taxonomy objectives, technical criteria, exclusions and safeguards
- Project categories, transition credibility and do-no-significant-harm considerations
Practical application: Assess sample projects against an eligibility framework.
Module 3 — Project evaluation and environmental and social due diligence
- Business case, environmental benefit and additionality
- E&S risk screening, categorisation and safeguards
- Baseline, impact methodology, data quality and approval conditions
Practical application: Complete a sustainable-finance project appraisal.
Daily participant outputAn instrument-selection analysis, eligibility decision and project-appraisal file.
Day 2Climate-risk integration, framework governance and impact reporting
Module 4 — Climate risk in credit and portfolio decisions
- Physical and transition risk transmission to borrowers and assets
- Sector, geography, tenor, collateral and counterparty assessment
- Portfolio concentration, scenario analysis and risk appetite
Practical application: Assess climate implications for a sample credit portfolio.
Module 5 — Sustainable-finance framework and issuance governance
- Framework components, governance and project-selection process
- Management of proceeds, controls, conflicts and documentation
- Second-party opinions, verification, certification and stakeholder roles
Practical application: Draft the core sections of a sustainable-finance framework.
Module 6 — Allocation, impact measurement and assurance
- Allocation tracking, unallocated proceeds and portfolio approach
- Output, outcome and impact indicators, assumptions and attribution
- Investor reporting, external assurance and post-issuance governance
Practical application: Prepare an allocation-and-impact report for a mock issuance.
Daily participant outputA sustainable-finance framework, climate-risk assessment and allocation-and-impact report.
Who should attendDesigned for the people responsible for delivery.
- Banking and investment executives
- Credit, treasury, risk and product teams
- Finance, sustainability and investor-relations professionals
- Regulators, DFIs and capital-market practitioners
Learning outcomesWhat participants will be able to do.
- Design credible sustainable-finance products
- Strengthen climate-risk integration
- Build an issuance-ready governance framework
- Improve impact reporting and investor confidence
Participant resourcesPractical take-away tools.
- Sustainable-finance product canvas
- Eligibility and project-evaluation tool
- Green bond framework outline
- Impact reporting indicator library
Learning methodologyTechnical instruction translated into practical action.
Financial-sector cases, product design, project screening, framework critique and issuance simulation.
Secure your place or train your organisation.
Register an individual participant, book a corporate cohort or request a tailored in-house version aligned with your sector and implementation priorities.