Green Planet Concept

Professio​nal Certificate in

Sustainable Investment Management and ESG Integration


Recognition of 12 hours IFPHK CE Credits,

12 hours SFC CPT Hours and

12 hours MPFA (Non-core) CPD

Government Subsidy

This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme, (https://greentalent.org.hk/).Programme Identification Code: GTP-193239 Effective date under the Scheme^: 2023/07/20
^The Pilot Green and Sustainable Finance Capacity Building Support Scheme only accepts reimbursement applications in relation to an Eligible Programme with an enrolment date that is on or after the effective date of such Programme.
Programme fee: up to HKD 9,800* (reimbursable fees under the Pilot Green and Sustainable Finance Capacity Building Support Scheme)
*Reimbursement amount is dependent on the actual amount incurred by the programme participant and the applicable percentage of reimbursement based on that participant’s applicant category.

World environment day reforesting eco bio arbor CSR ESG ecosystems reforestation concept.Image of hands of father and daughter child growing tree on soil. Parent and child planting nature together

Program Objectives

As stated in IFPHK’s ESG statement, ESG policy is anchored in ESG promotion. Therefore, IFPHK is committed to promoting ESG education, disseminating its advantages, and increasing awareness among its members and pertinent business professionals. We want to develop our ESG practices and raise the professional standards of financial planners in Hong Kong and Asia by leveraging academic research and industry knowledge in ESG area.


This course is designed to provide latest knowledge in investment management with a focus on ESG integration. Major topics include development of ESG integration, green finance, investment analysis of ESG integration, drivers for ESG integration, UNPRI concepts, regulatory framework, and common ESG integration approaches. This subject employs a dynamic learning approach combining physical lecture, online training with assessments and discussions with senior ESG professionals to enhance the learning experience of the students.

Course Outline

  • A1: From Financial Planning to Sustainable Wealth Management through ESG Integration
  • M1: From CSR to ESG: A Journey to Achieve Sustainability
  • M2: Green Finance and ESG
  • M3: Integrate ESG in Investing
  • A2: Capstone Seminar in Sustainable Wealth Management
  • M4: ESG Integration and SRIs
  • M5: Market Drivers for ESG Integration
  • M6: UN Principles for Responsible Investment and Green Finance Guidelines from SFC
  • A3: Common ESG /Responsible Investment Strategies
  • A4: Workshop: ESG Fund Classification Preparatory Session for SFC Authorized Funds
  • A5: Group Work Learning Exercises

Face-to-face lecture : 12 hours (5 sessions) & FPLearning (e-learning) : 8 hours

Completion Criteria

75% Class participation (Face-to-Face Lectures and Workshops)

Passed the End of Module Assessments (Online Learning) (*Passing Mark: 60%)

Program Advisors

Professor Louis Cheng

DBA in Finance (Louisiana Tech University)

MBA in General (Northeast Louisiana University)

DIP in Business Administration (H.K. Shue ​Yan College)

Dr S H Ho Professor of Banking and Finance

Director of Research Centre for ESG

Director of Research Institute for Business

The Hang Seng University of Hong Kong

Department of Economics and Finance office

Professor Cheng is a Dr. S H Ho Professor of Banking and Finance at the Hang Seng University of Hong Kong. He is a member of the Investment Committee of the Hospital Authority Provident Fund Scheme in which he leads the effort in promoting ESG integration for an investment portfolio of about USD 8.74bil (as of March 2020). Dr. Cheng actively engages in ESG and green finance research. In addition to publishing on Green Bond, he received various research donation and grants related to ESG and financial services for a total exceeding HKD8mil.


Before joining Hang Seng University, he was Professor of Finance and Director of Economic Sustainability and Entrepreneurial finance at PolyU. From 1989 to 1998, he was an Assistant Professor and then Associate Professor at Murray State University in Kentucky. In 2003, he served as the HSBC Fellow at the University of Exeter in UK. Moreover, he has more than 90 articles published in research journals including the Journal of Finance. Professor Cheng is an author of Fundamentals of Financial Planning, and the lead author of Financial Planning and Wealth Management: An International Perspective, both by McGrawHill.

Chris Tse

Chairman of Institute of Financial Planners of Hong Kong


Chris is the Chairman of IFPHK and a CFP professional. And Chris is currently Head of ETF Client Advisory at Mirae Asset Global Investments and is responsible in developing regional institutional business platform as well as offering Global X ETF solutions to sovereign wealth funds, pensions and endowments.


Chris is a subject matter expert in designing and offering index/sustainable investment solutions to the investment community throughout his tenure since 2010 with top 3 leading global ESG/Climate Change research/data providers, namely MSCI, FTSE Russell anAd Nasdaq Indexes that are leading. He worked closely with asset owners and other public-sector investment entities in their asset allocation and sustainable investment strategy implementation processes.


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Learning Esg

for a

SUSTAINABLE FUTURE

US Dollar

Schedule

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2 Intake 2024

A1 10 Sep 2024 18:30-20:30

A2 19 Sep 2024 18:30-20:30

A3 2 Oct 2024 18:30-21:30

A4 7 Oct 2024 18:30-21:30

A5 10 Oct 2024 18:30-20:30

Total 12 hours face-to-face Lecture




FPLearning (e-learning)

A1&M1-M3: 11-18 Sep 2024

M4-M6: 19 Sep - 1 Oct 2024

Total 8 hours e-learning

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Fee

HK$9800

Educational Book Collection

Eligible for application

  • IFPHK members
  • Financial service industry practitioners
  • Senior management
  • Board of directors
  • Education professionals
  • Financial product development specialist
  • University students
  • Other professionals who are interested in ESG planning for wealth management
  • People with passion who want to provide a positive impact to the world
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29827888