Our packs
Our additional products
Target skills
- Obtain a general understanding of the institutional and economic framework of sustainable finance
- Acquire a reading grid of the products and methodologies used
- Offer products tailored to customer needs and preferences
- Pass the exam questions
Certification program
1-MAIN CONCEPTS OF SUSTAINABLE FINANCE
Initial warning that the concept of sustainable finance is under construction : multiplicity of terms, multiplicity of approaches, multiplicity of expectations.
- Frequently used terminology and meaning: CSR, ESG, SRI, other concepts, etc. :
- UN Sustainable Development Goals (SDGs),
- State commitments under the Paris Agreement.
- The European Commission’s strategy for sustainable finance.
- The sustainable finance ecosystem and stakeholders, including non-financial research and non-financial actors (international organizations, NGOs, etc.).
2- THE FRENCH AND EUROPEAN REGULATORY FRAMEWORK
Harmonization and increased transparency:
- The principles of the European Disclosure Regulation.
- Core concepts: sustainability risks, negative sustainability impacts, sustainable investment categories.
- Applicable approach to products and players.
- Sustainability from an environmental perspective:
- European regulation taxonomy: principles, impacts for companies and future developments expected on the social aspect.
- The European green bond market and standards.
- The impact on existing European and French regulations: MiFID, UCITS and AIFM provisions.
- The changes in regulation related to indices (Benchmark Regulation):
- The new "PAB" and "CTB" indices, the notion of a "decarbonization" trajectory,
- Strengthening transparency requirements for benchmarks regarding the inclusion of ESG criteria in their methodology.
- The inclusion of ESG criteria in the mission and activities of agencies
3- COMPANIES AND NON-FINANCIAL ACTORS: ENVIRONMENTAL, SOCIAL AND GOVERNANCE ISSUES
- Introduction: the double materiality - impact of the company on the environment and impact of the environment on the company.
- The components and characteristics of CSR: Environment, Social, Governance.
- Information to be provided by European companies: the extra-financial performance statement.
- French specificities: the duty of vigilance, Sapin II (corruption component), the raison d'être (mission-driven companies).
- Rating and extra-financial research: quality of information, "extra-financial" rating agencies, different scoring approaches and extra-financial ratings.
4- THE NON-FINANCIAL CRITERIA APPROACHES IN THE ASSET MANAGEMENT SPHERE
- Management approaches: ESG integration, exclusions, Best in Class, Best in Universe, green bond funds, impact funds, thematic approach (example: transition, climate, social inclusion etc.)
- French AMF doctrine on the materiality and commitment of the extra-financial approach (position-recommendation 2020-03).
- The voting and engagement policy of management companies and their influence in corporate governance.
5- MARKETING PRODUCTS RELATED TO SUSTAINABLE FINANCE
- National and European labels, their characteristics and their differences: Greenfin, ISR, European Ecolabel, Finansol…
- Consumer appetite and objectives for sustainable finance: MiFID 2 and ESG preferences in the suitability test, reminder of performance characteristics and components, distinction between financial and non-financial objectives in the expectations of the customer/in the characteristics of the products offered etc.
- AMF doctrine on promotional communication on sustainable finance to prevent greenwashing (position-recommendation 2020-03): objectives and principles, centrality of communication, product categories and the notion of “significant commitment”.
- Social and solidarity finance
People concerned ?
Students aiming at getting an additionnal certification on sustainable matters linked to financial products and issues.
Our partner schools
ACFB, ACTIFormation, Adalia, Aden Formations, AFOREM Rennes, Alardine, Audencia, BA, BTS Banque, CCI Charente, CCI Deux Sèvres, CCI Maine et Loire, CETFI – Université Aix-Marseille, CFA Descartes, CFA DIFCAM Toulouse, CFA Stephenson, CSM IGS, CSM Rouen, Cytech, Dauphine, EBS (European Business School), École de Management Léonard de Vinci, ECORIS, EDC Paris Business School, EDHEC, Edugroupe, EFASUP, EISTI, EM Normandie, EMLYON Business School, ENSAE, ENSAI, ESC Clermont, ESC Pau, ESCAM, ESCEM, ESCP BS, ESDES, ESDES Lyon, ESG Bordeaux, ESG Finance, ESG Toulouse, ESG Tours, ESGCV Aix-en-Provence, ESGCV Nantes, ESGCV Rennes, ESGCV Rouen, ESGCV Strasbourg, ESICAD Toulouse, ESIGELEC, ESILV, ESLSCA, ESPI Campus Montréal, ESSCA, ESSEC, ESTM / FCF Argos, ESTM Besançon, ESTUDIA, Etablières, EVOCIME Reims, EVOCIME Rennes, EXCELIA, EXCHANGE COLLEGE, FILEA Institut, Financia BS, Fore Alternance, Formaposte Méditerranée, FSES – Université de Lille, GRETA Metehor, GRETA Nîmes, GRETA Pyrénées Orientales, Groupe Espi, Groupe IGS CFA IGS-CIEFA ESAM, Groupe INSEEC, Homneo BS, IAE Bordeaux, IAE Caen, IAE Grenoble, IAE Gustave Eiffel (dépend de l'UPEC), IAE La Rochelle, IAE Paris, IAE Perpignan, IAE Poitiers, IAE Tours, Icadémie, IDAIC, IES Normandie, IESEG, IFC, IFCV, IFG-IHFI, IFTE AIX, IGR – IAE Rennes, IMPI, INSEEC Bordeaux, INSEEC BS Paris, INSEEC Chambery, INSEEC London, INSEEC Lyon, INSEEC Marseille, INSEEC MBA Institute, INSEEC MSC Paris, IPAC Bachelor factory Caen, IPAC Bachelor factory Rennes, IPAC Bachelor factory Vannes, IPAG Paris, ISC PARIS, ISCA, ISCV Jean XXIII, ISFAC La Rochelle, ISG, ISIFA, ISME La Rochelle (dépend de ISME Nantes), ISME Le Mans, ISME Nantes, ITC Ecole Supérieure, IUT Meaux, IUT Niort (dépend Uni Poitiers), IUT Sénart (dépend de l'UPEC), Junia (ex-ISA Lille), Kedge BS Bordeaux, Kedge BS Marseille, LB Consulting Formation, LCGP Formation, Les 2 Rives, Lycée Claude Nicolas Ledoux, Lycée EIC, Lycée Ernest Bichat, Lycée Ernest Bichat, Lycée ESCAP, Lycée Évariste Galois, Lycée Gaston Berger, Lycée Joseph Savina, Lycée Louise Michel, Lycée Marie France, Lycée Nelson Mandela, Lycée Notre-Dame Du Roc, Lycée Polyvalent de Cachan, lycée Privé Sévigné, Lycée Racine, Lycée René Cassin, Lycée Saint Charles, Lycée Sophie Berthelot, Lycée Sophie Germain, Lycée Technologique Montplaisir, Lycée Wallon, MBA ESG (dépend de l'ESG Finance), MBway Caen, MBWAY Grand Genève, MBWAY LILLE, MBway Lyon, MBway Montpellier, MBway Paris, MBway Rennes, MBway Vannes, NEOMA BS, Noschool, Omega Finance, Pigier Bourges, Pigier Toulouse, PRIUM, PSB, Réseau GES, Sciences Po Paris, Skema, Softec, Sully Business School, SUP'Affaires, Talis Business School Bayonne, Talis Business School Bernom - Bordeaux, Talis Business School Périgueux ( ESPECO MIX - Perigueux), Talis Paris, UFR Poitiers, Université Bordeaux, Université Catholique de Lille, Université Catholique de l’Ouest Laval (UCO Laval), Université Clermont-Ferrand 1, Université d'evry Paris Saclay, Université de Cergy-Pontoise M2 Droit Pénal, Université de Cergy-Pontoise M2 Gestion instruments , Université de Reims, Université d’Évry - M2 Banque Finance, Université Gustave Eiffel, Université Gustave Eiffel, Université Jean Moulin LYON III, Université La Réunion, Université Lorraine, Université Metz, Université Paris I Panthéon-Sorbonne, Université Paris II Panthéon Assas, Université Paris Nanterre, Université Paris XIII, Université Poitiers, UPEC- Paris Est Créteil
Training tools
Exam
- The duration of the exam is one hour ½ maximum.
- The exam is made of 60 questions (out of a 760 questions total data base).
- Three answers available per question, only one correct answer, one good answer = one point.
- There is no negative point on a wrong answer.
- The success rate is of 80% correct answer.
- A careful and regular monitoring of the digital modules will makes it much easier to pass the final evaluation test.
- Summary sheets are available to secure knowledge.