Sustainable Finance Leadership Training Course

Participants can select and structure financing instruments suited to climate objectives and evidence requirements.

• Green, social and sustainability-linked instruments compared by use-of-proceeds and KPI structures
• ICMA Green Bond Principles eligibility, process, management, reporting and review
• Loan Market Association Sustainability-Linked Loan Principles and KPI calibration
• Second-party opinions, external verification and assurance scopes evaluated critically
• Greenium evidence tested against tenor, credit quality, liquidity and issuance conditions
• Term sheets allocate reporting failures, step-ups, cure periods and events of default

Participants can test whether projects and financing claims meet defined eligibility and disclosure criteria.

• EU Taxonomy technical screening criteria, DNSH tests and minimum safeguards
• Taxonomy alignment calculations separating turnover, CapEx and OpEx denominators
• Sector eligibility screens for power, buildings, transport and manufacturing assets
• Climate Bonds Standard sector criteria used to assess labelled-finance eligibility
• Use-of-proceeds categories reconciled with project budgets and procurement evidence
• Greenwashing red flags identified in labels, claims, exclusions and disclosures

Participants can build and challenge climate investment cases using commercial and concessional finance assumptions.

• Project finance model connects construction costs, operating assumptions, debt and equity
• Weighted average cost of capital estimated using debt pricing and equity returns
• Debt service coverage ratio sized against lender downside cases
• NPV, IRR and payback compared for decarbonisation investment decisions
• Blended-finance structures allocate concessional capital, guarantees and first-loss protection
• Investment committee papers present base case, sensitivities, risks and conditions

Participants can translate climate scenarios and hazard evidence into financial risk assessments.

• NGFS scenarios translated into sector variables, revenues, costs and default probabilities
• Physical-risk datasets screened for flood, heat, drought and wildfire exposure
• Scenario analysis separates exploratory pathways from stress-testing assumptions and outputs
• Climate value-at-risk limitations considered alongside conventional credit and market risk
• Portfolio heatmaps combine exposure, vulnerability, insurance and adaptation indicators
• Risk appetite statements specify limits, escalation triggers and accountability

Participants can establish financed-emissions baselines, targets and client-engagement approaches.

• PCAF financed-emissions methods apply attribution factors, data quality scores and boundaries
• Portfolio baselines reconcile asset classes, reporting periods and financed-emissions scopes
• Science Based Targets initiative finance guidance informs target-setting choices
• Engagement escalation ladders define asks, milestones, voting and divestment criteria
• Sectoral decarbonisation pathways tested against client transition-plan assumptions
• Climate-adjusted credit policies set covenants, conditions and review frequencies

Participants can explain carbon-market structures and assess the implications of credit transactions.

• Compliance and voluntary carbon markets distinguished by legal obligation and claim
• Article 6 authorisation, corresponding adjustments and ITMO accounting explained
• Paris Agreement Article 6.4 mechanism contrasted with bilateral Article 6.2
• Carbon credit lifecycle follows project design, validation, issuance, retirement and cancellation
• Additionality tests examine regulatory surplus, financial barriers and common practice
• Registry records checked for serial numbers, ownership, retirement and double counting

Participants can perform structured carbon-credit due diligence and assess claim credibility.

• ICVCM Core Carbon Principles applied to credit-quality due diligence
• Project methodologies assessed for baseline setting, leakage, permanence and uncertainty
• Buffer pools, reversal provisions and monitoring obligations evaluated for removal projects
• Human-rights safeguards assess consultation, benefit sharing, tenure and grievance mechanisms
• VCMI Claims Code distinguishes corporate claims from offsetting assertions
• Procurement controls document vintage, methodology, host country and retirement evidence

Participants can define governance arrangements for sustainable finance decisions, data and claims.

• Climate-finance operating model assigns board, treasury, risk, sustainability and business roles
• Three-lines model clarifies controls, challenge, assurance and independent oversight
• Climate data architecture maps sources, owners, controls, lineage and reporting outputs
• Internal carbon prices designed using shadow, implicit and market-linked approaches
• Remuneration scorecards link climate targets, financial metrics and conduct safeguards
• Policy hierarchy connects commitments, standards, procedures, approvals and exceptions

Participants can prioritise sustainable finance actions and create an accountable implementation plan.

• Material portfolio opportunity prioritisation ranks value, emissions, feasibility and control
• 90-day implementation plan sequences governance decisions, data work and pilot transactions
• Stakeholder map identifies decision rights, incentives, blockers and communication needs
• Decision log records assumptions, approvals, evidence gaps and review dates
• Management dashboard tracks financing volumes, emissions, risk indicators and claim status
• Personal action commitments specify first actions, sponsors, deadlines and success measures