A1: From Financial Planning to Sustainable Wealth Management through ESG Integration
A1.1 Purpose and understanding ESG
A1.2 ESG integration in financial planning and wealth management
A1.3 ESG integration in investments
M1: From CSR to ESG: A Journey to Achieve Sustainability
M.1.1 Linkage of CSR and ESG
M1.2 Relating Entrepreneurship and Leadership to Business Sustainability
M1.3 Understanding ESG Integration and Asian Perspective
M2: Green Finance and ESG
M2.1 Introduction of Green Finance
M2.2 Understand Green Bond and Its Development
M2.3 Linkage between Green Bonds and ESG
M3: Integrate ESG in Investing
M3.1 ESG Involvement
M3.2 Framework and Techniques for ESG Integration
M3.3 Key Drivers, Barriers, and Milestones of ESG Integration
A2: Capstone Seminar in Sustainable Wealth Management
A2.1 Advanced Topics of ESG Integration
A2.2 Dialogue with Industry Practitioners on ESG Integration (Including Q&A)
M4: ESG Integration and SRIs
M4.1 What is Triple Bottom Line?
M4.2 What is Responsible Investment?
M4.3 What is Socially Responsible Investment?
M4.4 What is Sustainable and Responsible Investment?
M4.5 What is TCFD?
M4.6 What is SFDR?
M5: Market Drives for ESG Integration
M5.1 Global Challenges: World Economic Forum
M5.2 Global Challenges: UN SDGs
M5.3 Global Challenges: Public Perception
M5.4 Global Challenges: Investor Demand & Initiatives
M5.5 Global Challenges: Data Availability
M5.6 Global Challenges: Regulatory Framework
M6: UN Principles for Responsible Investment and Green Finance Guidelines from SFC
M6.1 What are the Principles for Responsible Investment and Global Milestones for ESG Development?
M6.2 A Blueprint for Responsible Investment and the role of asset owners
M6.3 How would ESG issues affect investment performance across companies, sectors, regions and asset classes?
M6.4 Hong Kong: Strategic Framework for Green Finance and Cross-Agency Steering Group
M6.5 International: Sustainability Task Force of IOSCO
M6.6 SFC Initiatives
A3: Common ESG/ Responsible Investment Strategies
A3.1 Understanding SRI/ESG Strategies in Europe
A3.2 The Essence of Best-in-Class Investing
A3.3 Diving into Engagement & Voting Investing
A3.4 Unveiling Exclusions Investing
A3.5 Demystifying Impact Investing
A3.6 Navigating Norms-based Screening Investing
A3.7 Exploring Sustainability Themed Investing
A3.8 The Spectrum of ESG Investment Strategies
A4: Workshop: ESG Fund Classification Preparatory Session for SFC Authorized Funds
A4.1 Judging the validity of the claimed ESG investment strategies by looking at the extent of ESG integration across all parts of the investment process
A4.2 Whether SFDR Article 8 and 9 funds are ESG funds in Hong Kong?
A4.3 What are the criteria for considering whether a company/investment is related to that ESG theme?
A4.4 What is the expected or minimum proportion of fund assets to be invested in those underlying investments?
A4.5 How would the ESG assessment outcome affect the stock selection decision?
A5: Group Work Learning Exercises
What is the mechanism of the assessment?
Each participant is allowed for a maximum of three attempts. If participants don't pass the assessment in the first time, they can get two free chances to retake it. They may, however, request to pay for one additional attempt for the final evaluation if they are unable to pass after three trials. The participant will not be able to get the Certificate if they are unable to pass this final evaluation.
Where is the venue of the lecture?
All face-to-face lectures will be held in IFPHK Office located at 13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Road, Hong Kong. Any change of venue will be notified in advance.
How should I apply the reimbursement from Pilot Green and Sustainable Finance Capacity Building Support Scheme?
You should submit one application for each successfully completed Eligible Program only. To initiate an application, you shall create a personal account. Then submit a completed Application Form for Reimbursement of Eligible Programmes, together with all the required supporting documents via your personal account. We suggest you may visit www.greentalent.org.hk/Individuals/ReimbursementProcedures for application and check out more detail.
The Program fee is inclusive of study materials (all English in materials) and a digital certificate. Cantonese serves as the medium of instruction for the face-to-face lecture while e-learning sections will have all English speaking for Cluster 1 and Cantonese speaking for Cluster 2.