ESG and Sustainability Reporting: SFDR, CSRD, TCFD and SDR

Course description

Join our very practical 1 day session on ESG and Sustainability Reporting conducted by a senior industry advisor and regulatory expert and a Member of Governing Board of Commonwealth Human Ecology Council (CHEC).

Sustainable Finance, ESG and sustainability disclosures are now the focus of public and regulatory attention. The United Nations 2030 Agenda for SDGs (Sustainable Development Goals) and the goals of the Paris Climate Agreement have provided a roadmap for sustainability for governments, regulators, and investment firms. This has gained urgency with a number of ESG disclosure regulations like EU SFDR/Taxonomy, UK TCFD/SDR, and CSRD/ESRS, which banks, asset managers, insurers and public and private corporates need to understand and fulfil as a course of business.

By directing financial flows into sustainable activities and integrating environmental, social and governance (ESG) criteria into business and investment decisions, the financial sector has great potential to change markets and to shape sustainable economic systems, to enable public and private organizations reach Net Zero emissions. This course provides both the ESG risks and opportunities in achieving ESG regulatory compliance while integrating with organisational frameworks.

What will you learn

  • Background and Scope
  • UK Sustainability – TCFD, SDR, and ESG Labelling
  • EU Sustainability – SFDR, Taxonomy Regulations, CSRD/ESRS, Single and Double Materiality
  • Global Standards – GRI, ISSB/SASB, US ESG, and TNFD Disclosures
  • Next Steps – Sustainability Risks and Opportunities. Upcoming Regulations and Best Practices in the Industry


Main topics covered during this training

  • Introduction to ESG Criteria and Sustainability
  • Sustainable Finance and Sustainable investment strategies
  • Global Sustainable Finance Disclosure Regulations – EU SFDR/ Taxonomy Regulations, UK TCFD and SDR, US ESG Disclosures, EU CSRD, APAC ESG Regulations, and TNFD Disclosures
  • Overview of Sustainable Finance Products
  • UK ESG Regulations – TCFD, SDR and ESG Labelling for Financial Services and UK Corporates
  • EU SFDR and Taxonomy Regulations for Financial Services
  • EU CSRD/ESRS for Corporates
  • Global Sustainability Reporting and Best Practices

Who should attend

From banks, asset managers, insuring companies, and public and private companies with sustainability disclosure requirements:

  • Chief Operations Officers
  • Chief Risk Officers
  • Heads of Corporate Governance,
  • Heads of Sustainability
  • Heads of Investments
  • Heads of Sales
  • Compliance and Audit, and
  • Key decision-makers

ESG and Sustainability Reporting: SFDR, CSRD, TCFD and SDR - 1 Day Course

Background and Scope

  • UN SDGs and Paris Climate Agreement
  • Introduction to ESG Criteria and Sustainability
  • Sustainable Finance and Sustainable investment strategies
  • Global Sustainable Finance Disclosure Regulations – EU SFDR/ Taxonomy Regulations, UK TCFD and SDR, US ESG Disclosures, EU CSRD, APAC ESG Regulations, and TNFD Disclosures
  • Overview of Sustainable Finance Products – Green bonds, Sustainable Equity and ESG funds, Sustainability linked loans, etc. 

UK ESG Regulations – TCFD, SDR and ESG Labelling for Financial Services and UK Corporates

  • The TCFD Recommendations – Governance, Strategy, Risk Management, and Metrics and Targets
  • Considerations for UK Asset Manager and Asset Owners (Scope 1,2,3 Emissions, Climate Risks)
  • UK Entity and Product Level Reporting – Scope, Thresholds and Exemptions
  • Climate Scenario Analysis – Physical/Transition Risk and Implied Temperature Alignment
  • UK Sustainability Disclosure Requirements (SDR) – Entity and Product Level Disclosures
  • UK SDR ESG product labelling regime – Definition and Usage of Sustainability Terms
  • Anti-greenwashing rule – Identifying and preventing Greenwashing, and Legal/Reputational Risks 

EU SFDR and Taxonomy Regulations for Financial Services

  • SFDR Objectives – Sustainability and ESG Integration, protection from Greenwashing
  • Sustainability Themes – Mitigation, Adaptation, Biodiversity, Transition to Circular Economy
  • SFDR Disclosure Requirements – Principal Adverse Indicators (PAI), Key Sustainability Indicators (KSI), European ESG Template (EET) for Client Reporting
  • EU Taxonomy Objectives and Concepts – Article 6/7, Article 8 article 9 Funds
  • Entities and Products in Scope
  • Delegated Acts under MIFID II and IDD – Product Governance and Client Sustainability Obligations

EU CSRD/ESRS for Corporates

  • ESRS Requirements – Double Materiality, Mandatory Disclosures
  • CSRD – EU Corporates in scope (and impact on non-EU corporates)
  • CSRD – Key Timelines and Deliverables for Compliance
  • CSRD Components of Sustainability Report – Environmental, Social and Governance topics and metrics

Next Steps – Global Sustainability Reporting and Best Practices

  • The GRI, SASB/ISSB frameworks and standards; Global Carbon and Climate Accounting
  • US SEC ESG Disclosures – Scope 1,2 and Sustainability Risks; Deferred Timelines
  • The TNFD Recommendations – Impact to Nature and Biodiversity
  • Sustainability Methodologies and Metrics
  • Sustainability Risks and Opportunities
  • Climate Finance, Carbon Markets and Carbon Offsets
  • UN SDGs, UNFCCC, and G20 Sustainability Policies and Practices

 

Trainer

Course Director is a highly experienced and result-driven senior industry advisor and regulatory expert with 20 years of experience in leading multi-disciplinary projects to achieve regulatory compliance and strengthen performance for firms such as T. Rowe Price, Barclays, Deutsche Bank, HSBC, JP Morgan, and Investec (Ninety One) Asset Management, to name just a few.

He has extensive experience in integration of Environmental, Social and Governance (ESG) frameworks within the Funds and Products lifecycle, from ESG principles and metrics into the investment process, Stewardship and Governance, aligning with the EU Sustainable Finance Disclosures Regulation (SFDR), Taxonomy Regulation and the Task Force on Climate-Related Financial Disclosures (TCFD), Responsible Investing models within portfolio management and trading models, sustainability risks and climate risks (incl. Stranded Assets) within Risk Management, modeling and incorporating Principal Adverse Impacts (PAI) within Product, Marketing and Distribution, and managing data and analytics for client and regulatory reporting.

He also has a deep expertise in managing ESG Ratings providers (MSCI, Sustainalytics, S&P TruCost, etc.), and configuring and normalising sustainability metrics including carbon and energy emissions, pollution, waste, biodiversity, labour, human rights, whistleblowing, remuneration, etc.

 

FAQ

We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.

Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.

In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.

Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.

In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).

In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.

Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.

Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.

Dress code is smart casual.

All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.

The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.

We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.

In order to understand your requirements and expectations, we will send you a pre-course questionnaire.

You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.

There are 2 easy ways to register:

  1. Go to the course of your choice and click Register Now button to fill the registration page
  2. Email us to enquiry@eurekafinancial.com

After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.

If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.

We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.

We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.

You can pay by:

  • Making a bank transfer
  • Debit/credit card
  • Cheque payable to Eureka Financial Ltd. - only within UK

Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.

If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.

Included in the price of a public course are:

  • Course tutorial
  • Take away course materials
  • Course Certificate
  • Lunch on the days of the training as well as drinks and snacks throughout the course

The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.

Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.

If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.

If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.

See our Customer Loyalty Discounts page for more details.

All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.

You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:

For Delegates coming from the EU countries

If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the UK
  • You don't make any supplies in the UK

You can find some more information here. In order to claim the VAT you have to fill Form 65.

For the Delegates from Non EU countries

If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the EU
  • You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
  • You don't make any supplies in the UK

If the following rules apply to you, please fill the 65A form and send it to HMRC.

Webinars

You can cancel your participation up to a month before the course and receive a refund minus 10% of the full course value. Between 2-4 weeks before the course you will be charged 50% cancellation fee and if you cancel less than 2 weeks before the course you can only offer your place to a colleague. Up to 2 weeks before the course you can reregister for another edition for 10% reregistration fee if there is another webinar offered or you can rebook for a course in London by paying the difference in price plus 10% reregistration fee.

Classroom Courses

If there is any official travel restriction or difficulty related to the COVID pandemic around the time of the course we will convert the training into a webinar or offer to attend the next classroom edition at no extra cost.

If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 10 days before the training, you can transfer your booking to another edition within the next 6 months paying administrative fee of 20% of the full course price. For any cancellation requests received between 11 days and 4 weeks from the course we offer 50% refund or reregistration to another edition for 25% of the value of the booking. For any cancellation requests received more than 4 weeks before the course date we will offer a refund less an administration fee of 10% of the full course price.

Cancellations must be made in writing (letter or email) and reach our office four weeks prior to the course date. We regret that only limited refunds can be given after this period as per points above. Non-attendance without any notification will be charged at full rate. Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.

All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.

Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.

Yes, you will receive a Certificate of Attendance at the end of the course you attend.

If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.

It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.

Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.

We will need the following information to issue an invitation letter:

  • Full name as it appears on your passport
  • Date of birth
  • Passport number
  • Passport issue date
  • Passport expiry date

21 Oct 2024, Online / Virtual

Register by 31 Jul to save £200

Early bird price £895 + VAT

Regular price £1095 + VAT


10% discount for 3 people.


This topic can be arranged on in-house basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements


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