In order to share the experiences that our team acquired in consulting hundreds of financial institutions and investment projects worldwide, we have developed a series of highly relevant, interactive E-Learning courses and offer these course now on our new E-learning platform sustainability.training for financial institutions in developing countries and beyond.
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New courses E-Learning on Sustainable Finance – an overview:
- What kind of courses are we offering?
- What are the courses’ aspirations?
- Who are these courses for?
- How do the courses “work”?
- How to benefit?
WHAT KINDS OF COURSES ARE WE OFFERING?
E-Learning on sustainable finance = sustainability.training
Our courses cover all relevant issues related to “sustainable finance” respectively “sustainable banking” – under three different perspectives:
- the risk perspective,
- the opportunity perspective and
- from a motivational point of view
Good international practices as formulated in the IFC Performance Standards are the bottom line in all our E-Learning courses. Case studies, lessons learnt, lines or argumentation, games and quizzes are our didactical vehicles. All crisp, varied and practical.
These courses are different from what you might expect:
- focus on typical loopholes and related problem solving.
- anticipate your training needs
- explain why to do something and not only how to do
- show what is a must have and what are nice to haves
- bring across in a the most time efficient manner the key learnings
- Allow the trainees to be more confident in performing their job
sustainability.training – this is what is covered:
State of the art E&S Management in Financial Institutions – implementation barriers and lessons learnt
This is really the bread and butter training module as it covers all relevant issues that forward looking banks should do, respectively not do.
This course is very practical and focusses on those issues that typically tend to go wrong or become at least difficult.
Target group: E&S Team / Investment Manager
Estimated duration: 100 min
Convincing your customer – and yourself
These two subjects point at the two most important implementation barriers when managing E&S risks in financial institutions:
How can bank internal barriers best be overcome and how do I need to talk to my client if I want to convince him about a better E&S performance.
The module contains a series of typical business cases, case studies, lines of argumentation as well as role plays (internal to the banks as well as in relation with the client).
Target group: ALL relevant functions in financial institutions
Duration: 50 minutes
Bankers and site visits: What to look for on the E&S side?
As first point of contact the investment manager / key account manager / customer relationship manager usually visits the client frequently to discuss financial issues.
This course explains what investment managers could actually look for on the E&S side when making a client visit. As is the case for “good house keeping” a good common sense as well as some proven practices are key to this exercise.
It is more than looking for workers wearing helmets or stack with black fume but still it is not complicated if you learn from the cases provided in this training. This course covers environmental issues, occupational health and safety issues as well as social issues (including labour / resettlement / community) and gives good advice on what is really important and what would be a nice to have.
Target group: Investment Manager / Key Account Manager / Customer Relationship Manager
Duration: 50 minutes
Sustainable Banking: the business case
For many green or social banking is still a subject for “tree huggers”. While this may be true to a large extent, there are by now many excellent examples for “proving the business case”.
This either means that money (or reputation) got saved due to better E&S risk management, or new green or sustainable financing products / mechanisms have been developed that ultimately turned into cash cows for banks.
This course explains what other banks are doing well and how to identify such cash cows.
Target group: Business Development / E&S Team
Duration: 100 minutes / plus 10 minutes module for decision makers
Understanding development financing institutions E&S requirements
When refinanced by Development Financing Institutions like IFC, DEG, FMO, Proparco, you will sometimes be confronted with certain E&S related requirements.
What these requirements typically are, why they are possibly even meaningful and how they are best being implemented will be discussed in this course.
Target group: CEO / Finance Department / E&S Team
Duration: 30 minutes
Private Equity funds – Owning E&S risks
Owning E&S risks is very different to just financing E&S risks. Subjects like “Liability” or “Reputational risks” are much more prominent when you are a shareholder.
At the same time your leverage may be much higher as much as your interest to make the “bride pretty” once you intend to sell of the business.
Target Group: General Partner / Investment Advisor / Limited Partner / E&S Team / Investment Manager
Duration: 50 minutes
Non obvious IFC PS case studies – and how they were solved
The IFC Performance Standards constitute quite a comprehensive and complex risk management framework at the credit taker level.
Nevertheless, they cannot prescribe how specific risk situations are best being handled. What should be considered as IFC PS complying in a given / typical scenario? How were those cases solved that are by no means obvious but rather require innovative strategies?
What makes an E&S Action Plan that is meant to bridge compliance gaps really a good Action Plan?
Target Group: E&S Team / possibly Investment Managers
WHAT ARE THE COURSES’ ASPIRATIONS? And what not?
Not sure if these courses are really relevant for your bank?
- For the “risk related” courses the idea is NOT:
- To transform investment managers into E&S experts.
Whenever serious environmental or social problems come up, ‘real’ experts will need to be involved.
- To ‘offload’ work from local authorities to your managers.
Obviously, the local authorities’ roles and responsibilities remain unchanged.
- To unnecessarily ‘increase’ the workload for credit officers. The additional workload will actually be marginal and allow for a much deeper understanding of the investment project thereby reducing risks.
- To create more ‘bureaucratic hurdles’ for the companies in need of credits thereby reducing your competitive situation.
- To transform investment managers into E&S experts.
- The “business opportunity related courses” may give you some examples of what other financial institutions have successfully done in the larger field of “Green Finance”. However, more importantly, they will explain how financial institutions could ideally develop their own, individual business strategies.
- The courses that focus on motivational aspects related to sustainable finance will provide you with some proven line of arguments when selling the idea of sustainable financing as well as proper E&S management for investment projects. These arguments may not be readily applicable to all thinkable scenarios but prepare you well for discussions with clients as well as colleagues.
WHO ARE THESE COURSES FOR?
Our courses target financial institutions that at least have a soft corner for environmental and social aspects related to their financing.
This clearly includes corporate finance, investment banking (corporate advisory, structured lending and capital, trading), equity investments, project finance, project finance advisory, structured commodity finance, small and medium business lending, trade and leasing, and other forms of direct lending.
This clearly does not include financial institutions that engage in CSR-related activities in a minimum manner, but still expect that they can create highly positive brand image for the company by publicising their CSR efforts.
Very often our customers have a business relationship with a Development Financing Institution (DFI), a Development Bank or an Equator Principles Financing Institution which almost always will lead to E&S requirements to your lending. However, this is not a must, i.e. courses are meaningful to all financial institutions interested in sustainable finance.
Within each financial institution we target the following functions:
To quickly get the key arguments for better E&S risk management and the business case
- E&S Team
To overcome implementation barriers internally and with regard to the client by learning best practices and lines of arguments
- Investment Manager
To better understand related risks and discuss issues at eye level with the customer
- Business Developer
To understand that E&S issues can be full of opportunities
Getting a full understanding for DFI requirements and the relation to your core business
HOW DO THE COURSES “WORK”?
George is the trainer of most E-Learning courses provided by sustainability.training. He will guide you through the training modules – step by step. In the trainings you will benefit from his experience and his capability to address those issues that really matter.
You will then meet different characters in our trainings each of which with a very specific job role (Managing Director, Investment Manager, Client, E&S Officer, etc.). The characters interact with each other, discuss problems that you also may face and jointly develop suitable solutions. You will recognize our team as avatars for people you meet in your daily work.
HOW TO BENEFIT?
There are various ways to benefit from our experiences:
Expand your corporate training concept
We offer corporate clients that are interested in larger scale E&S related trainings for their staff or clients customised E-Learning access. This allows you to integrate our E-learning courses into your overall E-learning strategy, allowing for an unlimited number of trainees and the tracking of training performance.
Moreover, we offer corporate customers to adapt our off-the-shelf products to own specifications (design, terminology, procedures) or to develop new courses on E&S topics.
– Corporate training licenses –
Upgrade individual skills
In case you want to have only a small number of staff trained, you may want to consider buying access for off the shelve courses.
– Individual training licenses –
Become a test user
Just try our free courses. Or request free access to one of our modules and provide us with your feedback.
Interested? Please visit sustainability.training