Sustainable Finance Training Course

Participants can connect emissions sources and climate hazards to financial transmission channels.

• GHG Protocol scopes mapped to operational, value-chain and financed emissions
• Physical hazards classified by acute, chronic, direct and indirect effects
• Transition drivers traced through regulation, technology, markets and litigation
• Sector emissions pathways compared using absolute and intensity-based metrics
• Revenue, operating cost, capital expenditure and terminal value impacts
• Materiality thresholds set using exposure, sensitivity and adaptive capacity

Participants can screen activities against taxonomy-style eligibility and alignment criteria.

• Taxonomy objectives linked to mitigation, adaptation and environmental safeguards
• Eligible activities identified through sector codes, asset purpose and revenues
• Technical screening criteria assessed against activity-level performance evidence
• Do-no-significant-harm tests documented for material environmental objectives
• Minimum safeguards reviewed through labour, governance and human-rights evidence
• Eligibility, alignment and use-of-proceeds classifications kept distinctly reported

Participants can assess whether climate governance and strategy support credible financial decisions.

• Board oversight responsibilities mapped to climate decisions and escalation routes
• Management accountability assigned through mandates, incentives and control ownership
• Climate materiality assessment built from stakeholder, financial and impact evidence
• Transition strategy tested against business model, assets and capital allocation
• Capital expenditure plans reconciled with stated decarbonisation commitments
• Key performance indicators linked to management reporting and remuneration

Participants can prepare disclosure inputs that connect climate governance, risk and financial effects.

• IFRS S1 requirements applied to sustainability-related financial information
• IFRS S2 disclosures organised around governance, strategy, risk and metrics
• Climate-related risks separated from opportunities within financial statement assumptions
• Scope 1, 2 and 3 data boundaries documented
• Transition plan disclosures supported by targets, actions and financing evidence
• Assurance-ready evidence trails created for reported climate metrics

Participants can calculate and document financed emissions for priority asset classes.

• PCAF asset classes selected using portfolio exposure and data availability
• Attribution factors calculated from outstanding amounts and enterprise value
• Listed equity and corporate bond emissions allocated proportionately
• Business loan emissions estimated using borrower data and proxies
• Data-quality scores assigned using PCAF hierarchy and source records
• Financed-emissions inventory documented with boundaries, assumptions and limitations

Participants can design proportionate climate scenarios and interpret financial impacts.

• NGFS scenarios selected by temperature pathway, policy timing and disorderliness
• Scenario variables translated into carbon prices, demand and energy costs
• Physical-risk assumptions defined using hazard, location and vulnerability data
• Credit risk effects estimated through probability-of-default transmission pathways
• Sensitivity analysis tests key assumptions, ranges and model uncertainty
• Management actions prioritised from scenario findings and residual exposures

Participants can incorporate climate evidence into credit and investment appraisal.

• Climate due diligence questions integrated into credit memoranda
• Borrower transition plans assessed for governance, funding and milestones
• Asset location data screened against flood, heat and wildfire hazards
• Covenants designed around emissions reporting, targets and corrective actions
• Investment theses tested against policy, technology and demand assumptions
• Risk ratings adjusted using documented climate materiality judgements

Participants can outline credible use-of-proceeds bond structures and reporting requirements.

• ICMA Green Bond Principles applied to use-of-proceeds frameworks
• Eligible project categories linked to taxonomy criteria and exclusion policies
• Project evaluation processes defined with roles, criteria and approvals
• Bond proceeds tracked through subaccounts, registers and allocation controls
• Impact reporting metrics selected for energy, transport and buildings
• External review scopes compared for second-party opinions and verification

Participants can design sustainability-linked financing terms with credible performance incentives.

• Sustainability performance targets selected from material business drivers
• Key performance indicators tested for relevance, measurability and comparability
• Baseline years and target dates fixed using verifiable source data
• Margin adjustment mechanics calculated for achievement and non-achievement outcomes
• Sustainability-linked loan principles applied to documentation and monitoring
• Anti-greenwashing controls address target ambition, restatements and assurance

Participants can assess whether transition financing supports credible decarbonisation rather than delayed action.

• Transition finance purpose defined for high-emitting and hard-to-abate activities
• Science-based pathways compared with company targets and asset lifecycles
• Capital expenditure alignment assessed against stated transition milestones
• Managed phaseout plans evaluated for financing, workers and communities
• Interim targets tested for coverage, accountability and implementation evidence
• Transition finance exclusions identified for new unabated fossil fuel expansion

Participants can identify climate finance considerations within infrastructure project appraisal.

• Project cash flows modelled from revenues, costs, debt service
• Revenue contracts assessed for volume, price and counterparty risk
• Climate resilience measures incorporated into capital expenditure and operating assumptions
• Debt service coverage ratios tested under climate and policy sensitivities
• Blended finance structures compared across grants, guarantees and concessional debt
• Environmental and social action plans linked to financing conditions

Participants can select blended finance structures that address specific investment barriers.

• Investment barriers diagnosed as risk, return, maturity or transaction-cost gaps
• Concessional capital justified through additionality and minimum-subsidy principles
• Guarantees structured for political, credit, construction and currency risks
• First-loss tranches allocated according to risk appetite and market mobilisation
• Results-based finance linked to independently verified climate outcomes
• Public finance governance protects procurement integrity and financial additionality

Participants can distinguish carbon market mechanisms, participants and financial uses.

• Compliance and voluntary carbon markets compared by legal demand drivers
• Allowance trading distinguished from project-based carbon credit issuance
• Carbon credit lifecycle traced from methodology through retirement and claims
• Primary issuance and secondary trading risks identified for buyers
• Spot, forward and offtake contracts compared for price exposure
• Registry accounts, serial numbers and retirement records explained

Participants can evaluate carbon-credit quality and document a purchase recommendation.

• Additionality tested against regulatory, financial and common-practice baselines
• Baseline methodologies reviewed for assumptions, monitoring and revision rules
• Permanence risk assessed through buffers, reversal provisions and insurance
• Leakage sources identified for forestry, agriculture and energy projects
• Verification records checked against accredited validation and verification bodies
• Credit quality memo records claims, limitations, pricing and approval conditions

Participants can assess Article 6 transaction issues affecting credit use and claims.

• Article 6.2 cooperative approaches explained through bilateral transfer arrangements
• Internationally transferred mitigation outcomes distinguished from voluntary credits
• Corresponding adjustments examined for host-country accounting and claims
• Article 6.4 mechanism roles compared with project-standard processes
• Authorisation evidence reviewed for transfer, use and revocation conditions
• Host-country policy risk incorporated into carbon procurement decisions

Participants can set defensible carbon-credit procurement and claims controls.

• Emissions reduction hierarchy applied before credit purchase decisions
• VCMI Claims Code considered for credible corporate climate claims
• Carbon credit procurement policy defines quality thresholds and exclusions
• Portfolio diversification balances geography, methodology, vintage and delivery risk
• Forward purchase exposure managed through volume limits and contract protections
• Retirement claims reconciled with registry evidence and public disclosures

Participants can establish data controls for climate metrics, financing labels and carbon claims.

• Data owners assigned for emissions, assets, proceeds and targets
• Source-to-report data lineage documented for material climate metrics
• Control activities designed for completeness, accuracy and approval evidence
• Estimation methods governed through assumptions, version control and review
• Greenwashing risk indicators monitored across labels, claims and disclosures
• Internal audit testing planned for sustainable finance control effectiveness

Participants can build, review and present a complete climate finance recommendation for a selected transaction, portfolio or programme.

• Decision scope defines financing need, counterparties, objectives and constraints
• Materiality assessment prioritises climate risks, opportunities and affected stakeholders
• Financed-emissions baseline documents data sources, calculations and quality scores
• Transition assessment tests targets, capital expenditure and governance evidence
• Instrument recommendation specifies eligibility, terms, monitoring and reporting
• Carbon-market assessment addresses credit quality, claims and procurement controls
• Executive presentation defends assumptions, trade-offs, recommendations and implementation actions