A WORLD OF KNOWLEDGE. A NEW HORIZON.info@smarthorizon.uk
Finance & Accounting

ESG Investing and Sustainable Finance

Sustainable finance has moved from a niche activity to a core expectation of investors, lenders and regulators. This course explains how environmental, social and governance factors are integrated into investment, lending and corporate finance decisions. Participants examine ESG data and ratings, green and sustainability-linked financing instruments, EU sustainable finance regulation, climate-related financial risk and the prevention of greenwashing. Practical exercises cover ESG integration in portfolio analysis, evaluating green bond frameworks and assessing the credibility of sustainability claims.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF
Why attend

From knowledge to real-world impact.

Finance professionals increasingly need to understand how ESG factors affect risk, value and access to capital. This course gives you a practical understanding of sustainable finance instruments, regulation and analysis methods, enabling you to contribute confidently to ESG-related investment and financing decisions.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

The course combines expert-led sessions with analysis of real sustainable finance transactions, ESG data exercises, regulatory case studies, group discussions and practical workshops on evaluating green and sustainability-linked instruments.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

  • Explain the principles and market landscape of sustainable finance
  • Integrate ESG factors into investment and credit analysis
  • Evaluate green, social and sustainability-linked bonds and loans
  • Understand key regulation including the EU Taxonomy and SFDR
  • Assess climate-related financial risks and opportunities
  • Identify and avoid greenwashing in products and disclosures
Target audience

Who should attend.

This course is suitable for:

  • Investment analysts and portfolio managers
  • Corporate finance and treasury professionals
  • Bankers and credit risk professionals
  • Sustainability and ESG specialists working with finance teams
  • Risk, compliance and investor relations professionals
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • ESG integration
  • Sustainable finance instruments
  • EU sustainable finance regulation
  • Climate risk analysis
  • ESG data evaluation
  • Greenwashing prevention
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Foundations of Sustainable Finance

  1. 09:00–09:54The growth of sustainable finance and investor expectations
  2. 09:54–10:48ESG factors and their link to financial performance
  3. 10:48–11:00Approaches: exclusion, integration, thematic and impact investing
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Approaches: exclusion, integration, thematic and impact investing (continued)
  6. 12:12–13:06Key market participants and initiatives
  7. 13:06–14:00Exercise: Identifying material ESG issues for different sectors

Day 2ESG Data, Ratings and Analysis

  1. 09:00–09:54Sources of ESG data and their limitations
  2. 09:54–10:48Understanding ESG ratings and why they differ
  3. 10:48–11:00Integrating ESG into equity and credit analysis
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Integrating ESG into equity and credit analysis (continued)
  6. 12:12–13:06Materiality and sector-specific considerations
  7. 13:06–14:00Exercise: ESG integration in a company valuation

Day 3Sustainable Financing Instruments

  1. 09:00–09:54Green, social and sustainability bonds
  2. 09:54–10:48Sustainability-linked bonds and loans
  3. 10:48–11:00Use-of-proceeds frameworks and external reviews
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Use-of-proceeds frameworks and external reviews (continued)
  6. 12:12–13:06Pricing, reporting and investor demand
  7. 13:06–14:00Case study: Evaluating a green bond framework

Day 4Regulation and Disclosure

  1. 09:00–09:54EU Taxonomy and its technical screening criteria
  2. 09:54–10:48Sustainable Finance Disclosure Regulation (SFDR)
  3. 10:48–11:00Corporate sustainability reporting and its use by investors
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Corporate sustainability reporting and its use by investors (continued)
  6. 12:12–13:06Greenwashing risks and regulatory enforcement
  7. 13:06–14:00Workshop: Reviewing a fund's sustainability disclosures

Day 5Climate Risk and Strategy

  1. 09:00–09:54Physical and transition risks in financial portfolios
  2. 09:54–10:48Scenario analysis and stress testing
  3. 10:48–11:00Net-zero commitments and transition plans
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Net-zero commitments and transition plans (continued)
  6. 12:12–13:06Engagement and stewardship strategies
  7. 13:06–14:00Capstone: Designing a sustainable finance strategy for an organisation

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Istanbul 9 Nov - 13 Nov 2026
Confirmed dates
£2,650.-Register
Online Live virtual classroom 9 Nov - 13 Nov 2026
Confirmed dates
£1,250.-Register
Amsterdam 23 Nov - 27 Nov 2026
Confirmed dates
£2,540.-Register
Online Live virtual classroom 23 Nov - 27 Nov 2026
Confirmed dates
£1,250.-Register
Singapore 7 Dec - 11 Dec 2026
Confirmed dates
£2,820.-Register
Online Live virtual classroom 7 Dec - 11 Dec 2026
Confirmed dates
£1,250.-Register
London 14 Dec - 18 Dec 2026
Confirmed dates
£2,450.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
£1,250.-Register
Rome 4 Jan - 8 Jan 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 4 Jan - 8 Jan 2027
Confirmed dates
£1,250.-Register
Dubai 11 Jan - 15 Jan 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 11 Jan - 15 Jan 2027
Confirmed dates
£1,250.-Register
Frankfurt 25 Jan - 29 Jan 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 25 Jan - 29 Jan 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 8 Feb - 12 Feb 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 8 Feb - 12 Feb 2027
Confirmed dates
£1,250.-Register
Paris 22 Feb - 26 Feb 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 22 Feb - 26 Feb 2027
Confirmed dates
£1,250.-Register
Vienna 1 Mar - 5 Mar 2027
Confirmed dates
£2,940.-Register
Online Live virtual classroom 1 Mar - 5 Mar 2027
Confirmed dates
£1,250.-Register
Istanbul 8 Mar - 12 Mar 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 8 Mar - 12 Mar 2027
Confirmed dates
£1,250.-Register
Amsterdam 22 Mar - 26 Mar 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 22 Mar - 26 Mar 2027
Confirmed dates
£1,250.-Register
Singapore 12 Apr - 16 Apr 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 12 Apr - 16 Apr 2027
Confirmed dates
£1,250.-Register
London 26 Apr - 30 Apr 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 26 Apr - 30 Apr 2027
Confirmed dates
£1,250.-Register
Cape Town 3 May - 7 May 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 3 May - 7 May 2027
Confirmed dates
£1,250.-Register
Dubai 10 May - 14 May 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 10 May - 14 May 2027
Confirmed dates
£1,250.-Register
Frankfurt 24 May - 28 May 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 24 May - 28 May 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 14 Jun - 18 Jun 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 14 Jun - 18 Jun 2027
Confirmed dates
£1,250.-Register
Paris 21 Jun - 25 Jun 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
£1,250.-Register
Barcelona 5 Jul - 9 Jul 2027
Confirmed dates
£2,840.-Register
Online Live virtual classroom 5 Jul - 9 Jul 2027
Confirmed dates
£1,250.-Register
Istanbul 12 Jul - 16 Jul 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 12 Jul - 16 Jul 2027
Confirmed dates
£1,250.-Register
Amsterdam 26 Jul - 30 Jul 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 26 Jul - 30 Jul 2027
Confirmed dates
£1,250.-Register
Singapore 9 Aug - 13 Aug 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 9 Aug - 13 Aug 2027
Confirmed dates
£1,250.-Register
London 23 Aug - 27 Aug 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 23 Aug - 27 Aug 2027
Confirmed dates
£1,250.-Register
Cape Town 30 Aug - 3 Sept 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 30 Aug - 3 Sept 2027
Confirmed dates
£1,250.-Register
Dubai 13 Sept - 17 Sept 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 13 Sept - 17 Sept 2027
Confirmed dates
£1,250.-Register
Frankfurt 20 Sept - 24 Sept 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 20 Sept - 24 Sept 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 11 Oct - 15 Oct 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 11 Oct - 15 Oct 2027
Confirmed dates
£1,250.-Register
Paris 25 Oct - 29 Oct 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 25 Oct - 29 Oct 2027
Confirmed dates
£1,250.-Register
Rome 1 Nov - 5 Nov 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 1 Nov - 5 Nov 2027
Confirmed dates
£1,250.-Register
Istanbul 8 Nov - 12 Nov 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 8 Nov - 12 Nov 2027
Confirmed dates
£1,250.-Register
Amsterdam 22 Nov - 26 Nov 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 22 Nov - 26 Nov 2027
Confirmed dates
£1,250.-Register
Singapore 6 Dec - 10 Dec 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 6 Dec - 10 Dec 2027
Confirmed dates
£1,250.-Register
London 13 Dec - 17 Dec 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 13 Dec - 17 Dec 2027
Confirmed dates
£1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

Keep exploring

Your next horizon awaits.

All courses
Your next chapter starts here

Enquire about this course.

Send your selected programme and session to our learning team.

Your email app opens a draft. Nothing is sent until you send that email; no booking is created.