Course description
We offer a unique opportunity to complete this course remotely via live virtual session conducted by an expert with over 30 years of practical experience from the sector.
This is a 1 day session from 9 a.m until 5 p.m. The sessions are very practical and interactive and will include discussions and Q&As. You will receive a set of course materials and certificate on completion.
Sustainable Finance is increasingly becoming accepted as a pre-requisite for addressing not only Climate Change but also an increasingly wider range of environmental and social issues. With a wide range of initiatives from supra-national (SDGs, the Paris Climate Agreement, TCFD and TNFD) through regulation (EU Sustainable Action Plan, UK SDR and mandatory TCFD) to reporting and accounting standards (ISSB, EU CSRD and the SEC), issuers and investors are increasingly being required to measure, manage and report the impacts of their actions.
Green, Blue and Other Sustainable bonds raise funds for new and existing projects which deliver environmental or social benefits or help companies finance their transition to more sustainable low-carbon or circular economic footprints. The use of these instruments in an investment portfolio has obvious benefits in moving towards credible net-zero emissions targets or to supporting wider environmental (eg biodiversity or marine based) or social benefits.
Attend this 1 day course conducted by a senior fund management practitioner to learn about the main characteristics and frameworks for sustainable bonds, how the issuer frameworks must be structured and the potential for raising capital and building portfolios which contribute to the delivery of the environmental and social benefits.
Upcoming start dates
Course content
This course will provide the following key elements to understanding Green and Sustainable Bonds:
- The main frameworks for and the key characteristics of Sustainable Bonds
- The Current markets and how these are evolving
- How issuer frameworks must be structured
- What independent analysis can be provided and how useful is it
- The potential for raising capital or building investment portfolios tailored to specific client requirements.
Main topics
- The climate context
- Types of sustainable bonds
- Frameworks for sustainable bonds
- The markets in sustainable bonds
- Details of the framework including proceeds and verification and reporting
- The issuer process
Suitability - Who should attend?
This one day program is relevant for:
- Multi and Single Family Offices
- Wealth Managers
- Private Bankers
- Investment Managers, Strategists & Analysts
- Risk managers
- Trustees
- Heads of Audit / Audit teams
- Client Relationship Managers / Sales Teams
Outcome / Qualification etc.
Course Certificate on completion
Course delivery details
We offer this course for both individual students, as well as the ability to book them as private in house training for companies looking to train employees.
Expenses
Virtual: Early Bird £795, regular price £995 + VAT. 10% discount for 3 people. There is no VAT for delegates based outside of the EU.
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Eureka Financial
Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...