ESG Risk, Compliance & Sustainable Lending

Euromoney Learning
Training overview
Professional Course
Classroom, Self-paced Online
4 days
From 3,413 GBP

Start dates
3,413 GBP
Enquire for more information

3,413 GBP
Enquire for more information

3,413 GBP
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Course description

ESG Risk, Compliance & Sustainable Lending

The explosive growth of Environmental, Social and Governance (ESG) related lending and investing requires board members, executives, investors and staff to understand more deeply how ESG will impact their company's strategic decisions. This practical course will help participants gain a deeper understanding of ESG, as well as EU, ESG-related compliance, in particular—focusing ultimately on how to shape oversight and develop a broad range of ESG disclosure policies. The course will also address sustainable lending and how ESG factors can be incorporated in credit assessment and lending decisions, with speculative discussions about stress-testing ESG factors in lending and investment portfolios.

Who should attend?


The course is directed towards board members, executives and senior managers whose organizations are involved in financing businesses and activities exposed to ESG risk factors. The content is also relevant for similar members of non-financial businesses that are directly exposed to or partnered with ESG-exposed entities or activities. No previous knowledge of the subject matter is assumed.

Training content

Day 1.


  • What is ESG?
    • Different concepts
  • What are ESG Factors?
  • The Business Case for ESG: ESG Risks and Opportunities

ESG Fundamentals

  • Screening out becomes Strategic ESG
  • Shareholder purpose” becomes stakeholder purpose”

ESG Oversight:

  • Board-level Oversight

    • Allocation models

      • Full board

      • Existing Board Committee

      • New Board Committees

      • Multiple Existing Board Committees

    • Case Examples

      • Current practices

      • Example reporting content

  • Reporting up to the board
    • ESG Topics and metrics
    • Frequency
  • Management-level oversight
    • Committees
    • Expertise and staffing

Day 2.

ESG Disclosure in Practice:

  • Case Examples

ESG Regulation and Reputation Management

  • EU ESG Compliance Rules

    • Taxonomy

    • Climate

    • Green finance and Green Bonds

    • The Shareholder Rights Directive (SRD II)

    • The Non-Financial Reporting Directive

    • Prudential Measures

    • Other Measures and Protocols

Day 3.

Developing a Disclosure and Reputation Risk Management Program

  • Case Examples

    • Creating a self-report card for your bank

    • Sustainable Lending:

      • Building a foundation

        • Developing a Sustainability and ESG Strategy

          • Creating targets for sustainable finance

            • Example: climate targets for corporate lending book

            • Example: investment funds to support ESG

            • Example: Green bonds

            • Example: startups

            • Example: Governance & Integrity

            • Example: Environmental footprint

            • Example: Employment and diversity

      • Creating an ESG Credit Policy

        • ESG Screening

        • ESG Assessments

        • Embedding ESG into credit policy

          • Diving into customer business models and sustainability

          • Evaluating ESG Integration

          • Developing ESG Internal Ratings

Day 4.

  • Understanding Elevated Risk Factors

    • Arms and defense

    • Fossil fuels

    • Forestry

    • Mining and Minerals

  • Developing a sustainably lending, investment, stakeholder and diversity/inclusion policy
  • Creating position statements
  • Engaging with stakeholders and stakeholder policy
  • Creating a sustainability report

Concluding Remarks & Discussion


Course fee: £4095 + VAT

Certification / Credits

  • The evolution of ESG as a concept and growth of ESG lending and investing
  • The business case for ESG, both in terms of stress factors and opportunities
  • ESG Oversight at the board, sub-board and management levels
  • ESG Compliance—both informal and formal (e.g., EU Directives)
  • EU ESG disclosure and regulatory requirements, including:
    • Taxonomy regulation
    • Disclosure regulation
    • Climate benchmarks regulation
    • Green financing and Green Bonds
    • The Shareholder Rights Directive (SRD II)
    • The Non-Financial Reporting Directive and others
    • How to develop an ESG disclosure apparatus, including:
      • An ESG strategy for the business
      • A sustainability lending credit policy
      • An ESG Credit policy
      • Understanding elevated risk factors and how to include them
      • Developing diversity/inclusion policies and position statements

Why choose Euromoney Learning?

4.6/5 rating on course check for service

60,000 professionals trained across public courses

80+ countries where training is delivered

About Euromoney Learning

Euromoney Learning

At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...

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