About the Course
Our Principles of ESG – Foundations course offers a foundational knowledge of environmental challenges and the significance of ESG principles as a response, especially within the financial industry.
Participants will be able to understand the concept of ESG and its role in addressing the environmental challenges facing the world today.
Participants will be able to identify the environmental, social, and governance factors that make up ESG and their relevance to sustainable finance.
Participants will be able to apply knowledge of ESG factors and metrics, ESG frameworks, reporting standards and ratings.
Participants will be able to understand the basics of sustainable investing strategies, understand the basic concept of corporate stewardship, and explore the introductory aspects of sustainability regulations and greenwashing.
Participants will be able to analyse the future direction of ESG, considering elements such as climate finance and the road to COP 28 and beyond.
Module 1: Understanding Climate Challenges
Code red for humanity
Climate Tipping Points
Climate Mitigation and Adaptation
Climate first but not climate only
Sustainable Development Goals (SDGs)
Module 2: Introduction to ESG
What is ESG
The evolution of ESG
Environmental Factors and Metrics
Social Factors and Metrics
Governance Factors and Metrics
How ESG fits into Sustainable Finance
Module 3: Measuring ESG
Challenges in ESG metrics
ESG frameworks and reporting standards
Choosing the right framework
ESG ratings and rankings
Module 4: Sustainable investing and strategies
Sustainable investing strategies
Benefits of sustainable investing
Stewardship: Corporate engagement, shareholder action and proxy voting
Leveraging Activism and legal action
Module 5: Regulation and Greenwashing
Sustainability attracts profits and consumers
The regulatory backdrop
Greenwashing and Green hushing
Module 6: The road to COP 28 and beyond
Conference of Parties (COP) – An overview
Key COP Milestones
Understanding Climate Finance
Key conversations for COP 28
The journey beyond COP 28
Required Knowledge and Skills
The course is suitable for anyone in the financial services industry. This course can be adapted so that it specifically addresses individuals working in specific roles such as risk and compliance, front, back, and middle office personnel, board members, and senior managers.
About Your Trainer
Zoe is a highly experienced finance professional with over 20 years of expertise in Investment Banking Compliance. She has held various key roles, including Head of Public Side Advisory, Head of Central Compliance, Certifications, Control Room, and Surveillance.
With a deep understanding of UK and international regulations pertaining to investment banks, Zoe excels in senior management engagement, designing and implementing governance and risk frameworks, and overseeing comprehensive Compliance policies, procedures, and training programs.
As a Senior Consultant at Leaman Crellin, Zoe focuses on regulatory consulting and training, specialising in Environmental, Social, and Governance (ESG) and Sustainable Finance. She completed the University of Cambridge Sustainable Leadership Sustainable Finance course with an exceptional overall grade of 92%, showcasing her dedication and knowledge in the field. Zoe has cultivated a vast network of experts, including academics, scientists, policymakers, regulators, investors, financiers, and sustainable leaders, ensuring she stays up to date in this dynamic landscape.