ESG, SFDR and Sustainable Investing

Course description

We are absolutely thrilled to share that this programme has been nominated as


by FindCourses!

This programme is available on in-company basis only. Contact us to discuss your requirements.

This is a 1 day session conducted by a senior market practitioner with over 30 years of market experience which can be delivered either virtually or in-person, in any location worldwide. The programme is very practical and interactive and will include discussions, Q&As and exercises. You will receive a set of course materials and certificate on completion.


Sustainable Finance and sustainability risks linked to Climate Change are now in the focus of public and political attention. Initiatives including Sustainable Development Goals (SDGs), the Paris Climate Agreement, the Task Force on Climate-related Financial Disclosures (TCFD) as well as increasing mandatory requirements (the EU Sustainable Finance Action Plan, the UK SDR & TCFD) as well as developing global standards (ISSB) have provided a roadmap for sustainability for governments, regulators, and investment firms.

By integrating sustainability criteria into investment decisions, asset owners and managers have a great potential to change markets and to shape sustainable economic systems, to enable public and private organisations embrace circularity and ultimately deliver the move to credible Net Zero emissions targets.

Increasingly understanding climate and sustainability risks in asset portfolios, has become both a business imperative and subject to regulatory scrutiny and controls.

By attending this very practical 1 day course conducted by a senior market practitioner you will learn about the key requirements for Climate Change investing, explore the characteristics of sustainable financial products and their investment potential and learn how to incorporate sustainability into asset portfolios.

What will you learn

This course will provide the following key elements to understand Climate Change & Sustainable Investing:

  • Requirements for Sustainable Finance in Asset Management
  • Sustainable Financial Products within Equities and Fixed Income
  • Approaches to integrating Climate Change into asset portfolios
  • Sustainability Methodologies, understanding ESG data and different ratings from key vendors such as MSCI and Sustainalytics
  • Regulatory and Policy Frameworks for ESG and Sustainability integration including SFDR


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Main topics covered during this training

  • Key Environmental, Social and Governance Criteria
  • Sustainable Financial Products and their Characteristics
  • Application of Sustainable Finance for Investing/Asset Management
  • Sustainability Methodologies, ESG Ratings Vendors, limitations of data
  • Impact of SFDR and EU Taxonomy regulation
  • Other Regulatory and Policy Frameworks for Sustainability
  • Real life business cases and analysis of integrating climate change into investment portfolios

Who should attend

  • Chief Financial/Operations Officers
  • Chief Risk/Compliance Officers
  • Heads of Audit / Audit teams
  • Heads of Corporate Governance, Sustainability, and Investments
  • Investment Managers
  • Client Relationship Managers / Sales Teams

ESG, SFDR and Sustainable Investing - A 1 Day Course

Sustainable Finance and ESG Integration


  • Climate and Biodiversity Science
  • UN SDGs and the Paris Climate Agreement
  • Other Sustainability initiatives
  • Sustainable Finance Disclosures

What are ESG criteria?

  • Key Environmental, Social and Governance Criteria
  • ESG Data and Sustainability Ratings – MSCI, Sustainalytics, TruCost, et al

What is Sustainable Finance?

  • Economics of Sustainability, transition to a low carbon and sustainable organisation
  • Integrating Sustainability into Business decisions
  • Sustainable Financial Products – Green bonds, Sustainable Equity and ESG funds, Sustainability linked loans, etc.

Sustainable Methodologies and Metrics

  • Quantitative versus Qualitative, deep versus broad…
  • Methodologies of Sustainability Rating Agencies, and limitations
  • Case studies
  • ESG Data – Aggregation, calibration, understanding quantitative and qualitative data and approximations
  • Benchmark Construction – issues & solutions
  • Operational frameworks – TCFD: from an understanding to Climate Scenario Analysis

Sustainability Investing

  • The spectrum of sustainable investing – from Traditional via Impact to Philanthropy
  • Asset Management and Portfolio Strategies – from ESG to Impact
  • To quantify Non-financial impacts of investments or not?
  • Measurement and Reporting – $ value? tCO2 emitted/saved?…

Regulations and Policy Frameworks

  • USA – re-joins Paris Accords, but SEC disclosure rules? State legislation? or litigation risk & responses…?
  • EU Action Plan on Sustainable Finance – Taxonomy, SFDR, TCFD, Green Bond Standards and mandating TCFD
  • ISSB developments & Other frameworks

Other Considerations

  • Greenwashing
  • Sustainability Audits and B Corp firms
  • Stranded Assets and Sustainability Risk Stress Testing



The Course Director is a founder of a sustainable asset management business and is responsible for risk, compliance and operations. He is also Chair of the investment committee. He has over 35 years’ experience as a trader, broker, management consultant and asset management risk manager. He was responsible for establishing and authorising the UK and Guernsey regulated entities and fund vehicles. He has acted as an expert witness on fund regulation and client classification cases, both of which settled in line with his advice. He has sat on LP Advisory Committees and acts as a NED for a range of companies.

Prior to this he was a Global Head of Risk Management for Credit Suisse Asset Management, which had assets under management of cUS$350 billion when he left. At CSAM he established their independent risk function, sat on the Credit Suisse Group Risk Committee and was a trustee director of the Credit Suisse UK pension schemes. Previously, Neil was Global Head of Risk Management at HSBC Asset Management, where he established their independent risk function.

Neil is a Chartered Fellow of the CISI. For the past fifteen years he has chaired the CISI diploma panel for the Financial Derivatives paper and chairs the CISI Bond Forum.

Neil has worked with well-known clients across the asset management industry on a range of diverse projects.



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

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.


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

This topic can be arranged on in-company 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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