Review the contractual and legal exposure created by sustainable finance and green bonds.
Sustainable Finance and Green Bond Portfolio Management
Learn to design, measure and defend your organisation's approach to sustainable finance and green bonds.
📍 Tripoli🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Regulators no longer accept intent as evidence of control over sustainable finance and green bonds. The audit trail behind green bonds matters as much as the decision itself. Practitioner evidence points the same way: the financial and banking practice discipline improves fastest where responsibility for it is named and owned. What blocks progress on sustainable finance and green bonds is usually unclear ownership rather than unclear intent. The programme suits teams tackling the financial and banking practice capability together as readily as individuals attending alone. Each session closes with a decision the participant must justify about green bonds in their own setting. The course covers sustainable finance and green bonds at the level of detail needed to act, and stops there. They gain the ability to sequence improvements to green bonds in an order their organisation can absorb. It closes by agreeing the smallest change to the wider financial and banking practice agenda that would make a visible difference.
Expected Learning Outcomes
Review contracts and agreements for the obligations they create around green bonds.
Build the client due diligence and monitoring appropriate to sustainable finance and green bonds.
Assess the capital and liquidity implications of green bonds.
Set a realistic target state for sustainable finance and green bonds and a defensible route to it.
Document the approval chain for exceptions to policy on green bonds.
Assess the current state of sustainable finance and green bonds against a structured set of criteria rather than impressions.
Who Should Attend
Compliance officers overseeing sustainable finance and green bonds.
Relationship and product managers whose targets depend on green bonds.
Anyone whose accountability for sustainable finance and green bonds exceeds their current formal training in it.
Financial technology and change staff modernising green bonds.
Managers with direct responsibility for sustainable finance and green bonds within the business line.
Internal auditors reviewing the controls around green bonds.
Course Modules
Sustainable finance and green bonds: risk appetite, limits and policy
2 sessions · 8 pointsSession 1The hard cases in sustainable finance and green bonds and how to reason about them
- Record what was learned when sustainable finance and green bonds did not go as planned.
- Compare the cost of green bonds with the cost of its absence.
- Review whether sustainable finance and green bonds is aligned with the objectives of the business line.
- Define the trigger that would require green bonds to be redesigned.
Session 2Comparing green bonds with recognised practice
- Identify single points of dependency in sustainable finance and green bonds and reduce them.
- Set out the decisions in green bonds that require sign-off and by whom.
- Confirm reporting on sustainable finance and green bonds reaches the committee that can act on it.
- Verify six months later that changes to green bonds have held.
Green bonds: the control framework and segregation of duties
2 sessions · 8 pointsSession 1Pricing green bonds for the risk actually taken
- Test sustainable finance and green bonds against a scenario the organisation would rather not model.
- Confirm regulatory reporting on green bonds is complete, timely and reconciled.
- Design the exception process for sustainable finance and green bonds and require a documented rationale.
- Remove steps in green bonds that add effort without adding assurance.
Session 2The early warning on green bonds that arrives in time
- Set out how exceptions to sustainable finance and green bonds are requested and approved.
- Confirm client due diligence standards applied to green bonds are current.
- Distinguish symptoms from causes when sustainable finance and green bonds underperforms.
- Identify the key controls over green bonds and who tests them.
Green bonds: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Handling a breach of policy on green bonds properly
- Agree who signs off sustainable finance and green bonds and record that they did.
- Set escalation thresholds for green bonds that work out of hours.
- Verify reconciliation and settlement controls covering sustainable finance and green bonds.
- Document the remediation plan for each known weakness in green bonds.
Session 2Building the method for sustainable finance and green bonds step by step
- Review concentration by counterparty, sector and geography inside sustainable finance and green bonds.
- Check the legal and contractual exposure created by green bonds.
- Confirm that reporting on sustainable finance and green bonds reaches the people who can act.
- Assign responsibility for keeping documentation of green bonds current.
Green bonds: exceptions, breaches and remediation
2 sessions · 8 pointsSession 1What a supervisor will ask about green bonds, and in what order
- Confirm segregation of duties across initiation, approval and settlement of sustainable finance and green bonds.
- Review the pricing of green bonds against the risk being assumed.
- Check the accounting treatment applied to sustainable finance and green bonds against current standards.
- Set early warning indicators for green bonds with defined action thresholds.
Session 2The assumption inside the model for green bonds that nobody revisits
- Benchmark the organisation's sustainable finance and green bonds against comparable operations.
- Build the internal briefing that explains green bonds to those affected.
- Translate the appetite for sustainable finance and green bonds into limits someone monitors daily.
- Identify where judgement in green bonds is legitimate and where it is not.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.