Target Audience

  • Account managers who work with companies in various industries, bank employees.

  • Good understanding of business management concepts and strategies.

  • The individuals who have completed Module 1 - Sustainable Finance.

Purpose of this microcourse

  • Understand the importance of considering ESG factors in strategic decisions

  • Gain confidence in discussing ESG and Sustainability strategy and targets

  • Be better equipped for the more complex and demanding world of business and finance

Course curriculum

    1. 1/5 What is Sustainable Lending?

      FREE PREVIEW

    2. Test your learnings

    3. 2/5 Why companies should care about ESG?

    4. What are characteristics that "sustainable businesses" share in common?

    5. Test your learnings

    6. 3/5 Resilience

    7. What techniques do you use to engage in sustainability strategy conversation?

    8. Test your learnings

    9. 4/5 Adapting the conversation to drive a positive change

    10. Test your learnings

    11. 5/5 Financing the transition to a sustainable economy

    12. Test your learnings

    13. Final Assessment

About this course

  • $60.00
  • 0.5 hours of video content
  • Language: Available in English and French
  • Approximate duration: 30 minutes
  • Format: asynchronous - 5-minute video clips, quizzes, interactive activities

Course Developed By

MATT ORSAGH, CFA

Matt has been working in the sustainability world for over 20 years. He was part of the original team that started GovernanceMetrics International (now part of MSCI), where he helped develop the first iterations of current ESG analysis. Matt spent the last 17 years at CFA Institute, pioneering ESG research and thought leadership, with an increasing focus on climate change, natural capital and degrowth. His report, “Climate Change Analysis in the Investment Process”, was named best global ESG paper by Savvy investor in 2020. Matt’s podcast “The Sustainability Story” has been named one of the top podcasts about corporate social responsibility. The podcast featured intimate conversations with thought leaders from the world of ESG integration and sustainability. Matt is currently a Director at RISE Sustainability Investment Consulting, and Chief Content officer at ED4S.

Stephen Kibsey, MBA, SIPC

Stephen is an investment professional with over thirty years of experience in various roles such as an analyst, portfolio manager, and risk manager at different organizations, including one of Canada's largest investment institutions, CDPQ, and one of Canada's largest corporate pension funds, BIMCOR. He has been actively involved in responsible investment and played a key role in the creation of the Sustainable Investment Professional Certificate and the Sustainability Ecosystem at Concordia University. He has also given lectures on risk management in investment portfolio construction, sustainable finance, and accounting at McGill University and Queen's University. Stephen was also a CFA from 1991 to 2019 and has been recognized as a Brendan-Wood Top Gun portfolio manager from 2008 to 2010.

Other Content Contributors

  • Lucie Bourgeois, ASC., C.DIR., M.SC, UMALIA
  • Maria Maisuradze, CFA, FSA
  • Emmanuel N'Dri, MSC

FAQ

  • How much time will I need to dedicate to complete this course?

    Course will require minimum of 2 hours to complete and can take up to 6 hours of your investment if you decide to complete all the recommended readings.

  • What does the course include?

    Course consists of 90 minutes of on demand microlearning videos, integrated quizzes, and additional reading resources, if you wish to dive deeper into certain topics. Upon completion, Certificate of Participation will be issued.

  • Is there a deadline to complete the course?

    Students have up to 2 months from the enrollment date to complete the course.

  • I am not from a finance background, is this course a good fit?

    This course is covering the essentials of Sustainable Lending, and is built to be accessible for individuals with various backgrounds.

  • Do you offer group discounts?

    Yes. We offer special rates for enrollment of 5 individuals and more. We also provide course customization services to better meet specific employee training needs. Contact us at [email protected] for more details