Green Finance Training Course

Participants can determine whether activities meet formal green-finance eligibility requirements.

• EU Taxonomy substantial-contribution tests, DNSH criteria and minimum safeguards
• Taxonomy eligibility and alignment calculated from activity-level revenue data
• China Green Bond Endorsed Project Catalogue compared with EU Taxonomy
• Use-of-proceeds eligibility screens documented through taxonomy evidence registers
• Transition finance assessed where activities lack full taxonomy alignment
• Internal green-finance frameworks aligned with board-approved sector policies

Participants can evaluate governance arrangements and transition plans used in financing decisions.

• Board oversight responsibilities defined through climate-governance charters and delegations
• Transition plans tested against emissions baselines, targets and capital expenditure
• Science Based Targets initiative requirements compared with financed-emissions targets
• Management incentives linked to climate KPIs without creating perverse outcomes
• Sector decarbonisation pathways applied to borrower transition-plan assessments
• Credibility tests identify dependence on offsets, divestment or unproven technologies

Participants can assess physical and transition risks using structured financial-risk methods.

• Scenario analysis distinguishes acute hazards, chronic hazards and transition shocks
• Risk registers connect climate events with operational, market and credit impacts
• Location-based hazard screening identifies exposed facilities, assets and supply routes
• Carbon-price sensitivity analysis tests margins, debt service and covenant headroom
• Collateral valuations adjusted for flood, heat and energy-efficiency risks
• Risk appetite statements incorporate climate thresholds, escalation and monitoring triggers

Participants can construct scenario-based financial tests for climate-sensitive portfolios and projects.

• NGFS scenarios selected according to portfolio exposures and decision purpose
• Orderly, disorderly and hot-house pathways translated into financial assumptions
• Stress-test variables include carbon prices, demand shifts and insurance costs
• Sensitivity tables isolate material assumptions driving valuation and credit outcomes
• Reverse stress testing identifies conditions that breach financial viability
• Scenario narratives document limitations, uncertainty ranges and management actions

Participants can calculate and interpret financed emissions and related portfolio indicators.

• PCAF attribution factors calculate financed emissions for listed equity holdings
• Enterprise value including cash determines attribution for corporate investments
• Scope 1, 2 and 3 emissions assessed for decision relevance
• Data-quality scores expose estimation uncertainty and reporting improvement priorities
• Portfolio temperature alignment methods compared with financed-emissions intensity metrics
• Financed-emissions baselines connected to target setting and client engagement

Participants can structure and review green-bond transactions against accepted market practice.

• ICMA Green Bond Principles applied to eligible project categories
• Green bond frameworks define use of proceeds and exclusion criteria
• Project evaluation processes documented through governance roles and approval controls
• Management of proceeds reconciled through subaccounts, tracking systems or portfolios
• Allocation reports separate committed, disbursed and unallocated bond proceeds
• Impact reports define avoided emissions, renewable capacity and beneficiary metrics

Participants can distinguish and structure green loans and sustainability-linked loan facilities.

• LMA Green Loan Principles applied to project eligibility and proceeds
• Sustainability-linked loans price margin adjustments against selected sustainability performance targets
• KPIs tested for materiality, ambition, measurability and external verification
• Baseline years, recalculations and target boundaries defined within facility documentation
• Loan covenants address reporting failures, data disputes and missed milestones
• Term sheets allocate verification costs, reporting dates and remedy provisions

Participants can develop credible sustainability performance targets for financing instruments.

• ICMA Sustainability-Linked Bond Principles applied to target-setting processes
• Material KPI selection uses sector emissions, safety and resource-intensity data
• Sustainability performance targets benchmark historical performance and peer commitments
• Calibration methods set margin step-ups and step-downs proportionate to performance
• External assurance scopes test reported KPI data and calculation controls
• Anti-greenwashing reviews challenge weak baselines, immaterial targets and vague disclosures

Participants can appraise low-carbon infrastructure projects for financing and investment approval.

• Project cash flows model construction costs, operating costs and revenues
• Debt service coverage ratios tested against generation and price scenarios
• Power purchase agreements assessed for offtaker credit and curtailment provisions
• Merchant-price exposure modelled through capture rates and price-floor structures
• Technology due diligence reviews performance guarantees, degradation and availability assumptions
• Lender due diligence identifies permitting, land, grid and completion risks

Participants can select blended-finance structures that address specific project bankability barriers.

• Concessional debt addresses affordability gaps without displacing commercial capital
• First-loss capital allocates downside risk between public and private investors
• Guarantees improve credit quality through defined coverage, triggers and exclusions
• Viability gap funding assessed against project economics and public-policy additionality
• Results-based finance links payments to verified emissions or service outcomes
• Development-finance term sheets compare currency, tenor, security and reporting requirements

Participants can assess adaptation investments using climate-risk reduction and financial-value evidence.

• Climate-resilience benefits quantified through avoided losses and service continuity
• Adaptation project pipelines prioritised using hazard, vulnerability and exposure data
• Cost-benefit analysis includes residual risk, maintenance and asset-life assumptions
• Nature-based solutions assessed for ecological performance and revenue uncertainty
• Resilience bonds link insurance savings with infrastructure-risk reduction investments
• Adaptation indicators distinguish outputs, outcomes and long-term resilience capacity

Participants can evaluate regulated carbon-market obligations, costs and trading exposures.

• Cap-and-trade systems allocate allowances, establish caps and permit trading
• EU ETS compliance cycles track monitoring, reporting, verification and surrender
• Allowance demand modelled from emissions forecasts, allocations and abatement options
• Carbon-cost pass-through assessed across contracts, markets and regulated tariffs
• Hedging strategies compare spot allowances, futures and forward procurement
• Registry controls prevent unauthorised transfers, fraud and reconciliation failures

Participants can perform due diligence on voluntary carbon credits and associated claims.

• Carbon-credit project types compared across avoidance, removal and conservation activities
• Additionality tests examine regulatory surplus, financial barriers and common practice
• Baseline methodologies reviewed for assumptions, counterfactuals and monitoring frequency
• Permanence risk assessed through buffer pools, reversal provisions and insurance
• Leakage analysis identifies displaced emissions beyond project boundaries
• ICVCM Core Carbon Principles applied to credit-quality screening

Participants can assess Article 6 transaction structures and corresponding-adjustment requirements.

• Article 6.2 cooperative approaches govern internationally transferred mitigation outcomes
• Corresponding adjustments prevent double counting between buyer and host-country claims
• Host-country authorisations define permitted uses, revocation rights and reporting obligations
• Article 6.4 mechanism requirements compared with voluntary-credit programme rules
• International transfer agreements allocate delivery, reversal and policy-change risks
• Carbon-credit contracts specify title, registry transfer and claim rights

Participants can value carbon credits and design controlled procurement decisions.

• Price curves distinguish vintage, project type, methodology and delivery timing
• Discounted cash-flow models value forward credit-purchase agreements and delivery schedules
• Procurement scorecards weight integrity evidence, price, volume and counterparty strength
• Counterparty due diligence reviews developer finances, project rights and delivery history
• Portfolio construction diversifies credit sources, geographies and reversal-risk profiles
• Claims policies match purchased credits with approved corporate climate communications

Participants can prepare controlled climate-finance disclosures supported by evidence and assurance.

• IFRS S2 disclosures organise governance, strategy, risk management and metrics
• TCFD recommendations mapped to decision-useful climate financial reporting content
• GHG Protocol organisational boundaries determine controlled emissions-reporting inventories
• Internal controls trace reported metrics to source systems and accountable owners
• Limited assurance readiness tests evidence quality, calculation files and audit trails
• Greenwashing controls challenge claims, labels, images and environmental benefit statements

Participants can prepare decision-quality materials for climate-finance approval and monitoring.

• Investment memoranda integrate economics, climate impact, risks and financing terms
• Materiality matrices rank issues requiring committee discussion and approval conditions
• Decision trees compare financing options under changing policy and market assumptions
• Conditions precedent address permits, certifications, contracts and verification evidence
• Monitoring dashboards track financial covenants, impact metrics and reporting deadlines
• Post-investment reviews test realised outcomes against original underwriting assumptions

Participants can build, review and present a complete green-finance transaction proposal with climate metrics, risk analysis, financing terms and carbon-market assumptions.

• Project eligibility assessed against selected taxonomy and financing-framework criteria
• Financial model integrates capital expenditure, revenues, debt terms and sensitivities
• Climate-risk register documents physical, transition and mitigation-control measures
• Emissions baseline and impact metrics support allocation and performance reporting
• Carbon-credit assumptions tested for quality, price, delivery and claim risks
• Investment committee presentation defends recommendations, conditions and monitoring arrangements