The ABC of ESG

• Module 1: SFDR 101
  Understand the purpose and scope of the SFDR
  Identify the SFDR classification categories for financial products
  Recognise key reporting requirements and deadlines
  Apply the SFDR disclosure rules to ensure compliance and transparency in your organisation
• Module 2: EU Taxonomy 101
  Define the purpose and scope of the EU Taxonomy and its role within the broader ESG regulatory framework.
  Identify the criteria for determining whether an economic activity is environmentally sustainable under the EU Taxonomy.
  Use the EU Taxonomy Compass to explore activities, objectives, and technical screening criteria relevant to environmentally sustainable investments.
  Recognise the information provided by investee companies to evaluate Taxonomy alignment and comply with SFDR reporting obligations.
• Module 3: EU Climate Benchmarks 101
  Identify the key objectives and regulatory foundations of EU Climate Benchmarks
  Recognise the minimum standards and exclusion criteria for EU Climate Transition Benchmarks (EU CTB) and EU Paris-Aligned Benchmarks (EU PAB)
  Analyse how EU Climate Benchmark regulations interconnect with the broader sustainable finance framework, including SFDR and ESMA Guidelines on funds’ names with ESG or sustainability-related terms.
• Module 4: Amendments to MiFID II, UCITS and AIFMD 101
  Explain the key amendments to AIFMD, UCITS, and MiFID II, and their roles in incorporating sustainability risks and factors into operations.
  Evaluate the impact of these regulatory changes on organisational structures, risk management processes, and due diligence procedures.
  Understand how to assess and incorporate client sustainability preferences into investment advice in alignment with MiFID II requirements
• Module 5: CSRD 101
  Understand the strategic intent behind the CSRD and its role in shaping sustainable business practices.
  Be able to explain the core principles of sustainability reporting, including materiality, transparency, and stakeholder relevance. 
  Recognise the importance of integrating ESG considerations into corporate governance and risk management. 
  Identify CSRD legal obligations and enforcement.

The course is divided into the following key sections:

• Module 1 – SFDR 101
  Chapter 1: SFDR: What, why, and who?
  Chapter 2: Main ESG concepts and their definition
  Chapter 3: Principal Adverse Impacts (PAIs)
  Chapter 4: SFDR disclosures at the product level
  Chapter 5: SFDR disclosures at the entity level
• Module 2 – EU Taxonomy 101
  Chapter 1: What is the EU Taxonomy Regulation? 
  Chapter 2: What are Environmentally Sustainable Activities? 
  Chapter 3: How do companies calculate their EU Taxonomy alignment?  
  Chapter 4: How do financial market participants use the EU taxonomy? 
• Module 3 – EU Climate Benchmarks 101
  Chapter 1: What is the EU Climate Benchmarks Regulation?
  Chapter 2: Understanding Benchmarks
  Chapter 3: Climate Benchmarks minimum standards
  Chapter 4: Climate Benchmarks in the broader regulatory landscape
• Module 4 – Amendments to MiFID II, UCITS and AIFMD 101
  Chapter 1: Amendments to the AIFMD and the UCITS Directive
  Chapter 2: Amendments to MiFID II
• Module 5 – CSRD 101
  Chapter 1: Sustainability reporting 
  Chapter 2: The Spirit of CSRD
  Chapter 3: Obligations, general principles and general disclosures
  Chapter 4: Building a resilient reporting system
  Chapter 5: Staying ahead of regulatory change

Our fully digital learning programme features:

• Flexibility: learn at your own space and time
• Modernity: light course design
• Final Assessment: summary of essential knowledge

2 hours

This e-learning programme is primarily designed for financial market participants, including asset managers, insurance undertakings, credit institutions and pension fund manufacturers. It is also suitable for anyone interested in sustainable finance and ESG investment strategies, and who wishes to deepen their understanding of ESG principles and the broader sustainable finance landscape.