Executive Certificate in Sustainable Finance & ESG Analytics

Jointly offered by Friends of the Earth (HK)and Lingnan University (Science Unit)

Course Schedule

19 Oct, 26 Oct, 2 Nov and 9 Nov 2024 (Every Saturday)

8 lectures with a total of 24 hours (3 hours per lecture)

Course Time

Morning Session : 10:00 - 13:00

Afternoon Session : 14:00 - 17:00

Course Language

English

Mode of Study

Face-to-face

Venue

12/F, Lingnan@WestKowloon

(M+, West Kowloon Cultural District, 38 Museum Drive, Kowloon)

Course Characteristics

1. The FIRST executive certificate programme launched for executives among higher education institutions in Greater Bay Area (GBA), which will be aligned with the Certified ESG Analyst® (CESGA) global certification

• Aims to equip students with a deep understanding of the evolving needs of capital markets concerning Environmental, Social, and Governance (ESG) factors and Sustainable Finance
• Provides foundational knowledge and practical skills in using cutting-edge data analytics methods, including Machine Learning techniques and Big Data analysis, to support Green Financing and ESG analysis, enabling effective ESG integration into investment decision-making processes, risk assessment, and portfolio management

2. Upon successful completion of the course, students will be

• Granted the Executive Certificate in Sustainable Finance and ESG Analytics jointly offered by Friends of the Earth (HK) and Lingnan University (Science Unit)
• Eligible to claim for Continuous Professional Development (CPD) hours with their respective professional institution that they are affiliated with

3. This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme：GTP-254234

• After completing this eligible programme, applicants can apply for a subsidy of up to 80% of the relevant fees (full-time student applicants can apply for a subsidy of up to 100% of the relevant fees), subject to a ceiling of $10,000*
  (*The reimbursement application should be submitted via the application portal of the Scheme (https://www.greentalent.org.hk/auth/login) within 3 months from the date of completion of the Eligible Programme.)

4. Who is this course suitable for?

• Investors: Fund managers or investment analysts, ESG investment teams, financial advisors, investment products or sales teams, asset management practitioners
• Corporate-related: Senior management (CEO, CFO, COO), investor relations team, corporate sustainability team, internal audit

5. Taught by professional instructors from commerce/business (CESGA and/or CFA holder) and data analytics sectors

• The course's teaching team comes from listed companies, international asset management companies, academic institutions, etc.
• All instructors have extensive industry experience. They can analyse the latest industry trends and explain relevant professional knowledge to students

Course Syllabus

• Global Trends in Development & Regulatory in ESG & Sustainable Finance
• ESG Investing & Responsible Banking
• ESG Reporting, Disclosures & Taxonomy
• Global Sustainable Finance and Carbon Markets Development
• ESG Asset Valuation and ESG Fundamental Analysis
• ESG Development in Asia Pacific Region & Case Study for ESG Integration
• A Comprehensive Review on ESG AI & Analytics, Machine Learning for Sustainable Business
• Review of ESG Analytics Performance Metrics and Generative AI (G-Ai) for ESG Reporting and Communication

Assessment Method

Part A
Individual or group case study to assess understanding of ESG Statistic Analysis, Machine Learning, Risk Analysis Techniques and Big data analytics concepts (50%).

Part B
Assessment of Multiple choice on Green finance & ESG investing (50%).

Completion Requirements

Final score is no less than 50 based on the calculation: (Part A+ Part B) /2 (Out of 100 for each part)/2; And class participation and attendance no less than 70%.

Course Fee

Course fee: up to HKD 9,800*

(reimbursable fees under the Pilot Green and Sustainable Finance Capacity Building Support Scheme)

* Full-time student refers to a student studying a full-time course offered by a recognised educational institution as of the date of application

**Reimbursement amount is dependent on the actual amount incurred by the programme participant and the applicable percentage of reimbursement based on that participant’s applicant category

The reimbursement application should be submitted via the application portal of the Scheme (https://www.greentalent.org.hk/auth/login ) within 3 months from the date of completion of the Eligible Programme.

Course Lecturers

Professional instructors from commerce/business (CESGA and/or CFA holder) and data analytics sectors:

• Dr. Stan Ho (CESGA)
• Ms. Karen Ho (CESGA)
• Ms. Karen Li (CESGA, CFA)
• Mr. Alan Lau (CESGA, CFA)
• Prof. Paulina Wong (Lingnan University)
• Dr. Ir. Rosiah Ho, CEng, CPEng, RPEng (Lingnan University)

Application

Click HERE to apply

A course calendar with instructor details will be provided to students two weeks before the first day of class.

Enquiry

scienceunit@ln.edu.hk or esg@foe.org.hk