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Sustainable Finance and Investment

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Course Objectives

This 3-hour lesson aims to provide participants a holistic view of the latest development of sustainable finance and investment.  The instructor will cover a wide range of hot topics in the field from basic sustainable investment to more in-depth social venture capital.  As sustainable finance is a cross-disciplinary topic and it is still emerging, real-life case studies will be used to outline the mindset change of decision makers in the field.

Target Participants

Professional in Insurance, Finance and related area. 

Course Contents

  • Overview of ESG
    • Sustainable Development Goals
    • Environmental, Social, Governance (ESG)
    • Thematic and Impact Investing
    • History and Objectives of Sustainable Finance
    • Disclosure and Greenwashing
    • Sustainability Initiatives
  • Opportunities and Challenges of Sustainable Finance
    • Challenges Explained
    • Reason for ESG Integration
    • Opportunities
    • Risks
    • Ratings
  • Traditional vs Sustainable Finance
    • Risks and Ratings
    • Shareholder and Stakeholder Engagement
    • Portfolio Construction Framework
    • Modern Portfolio Theory and ESG Integration

Approved Type 1 Qualified CPD Activities for Licensed Insurance Intermediaries

CPD ref.︰80.24.66


Mr. Jacob Wai

CPD / CPT Hours

  • IA CPD Hours︰3 hours
  • MPFA CPD Hours︰3 hours(Non-core)
  • SFC CPT Hours︰3 hours

Completion requirement

A Letter of Attendance will be issued by PolyU-IfE for those who fulfill 100% attendance requirement.

Medium of Instruction


Delivery mode

Virtual Training will delivery via Zoom, you will need one of the devices below with stable internet connection.

  • Desktop computer with camera, microphone and keyboard
  • Laptop with camera, microphone and keyboard
  • Tablet (i.e. iPad)
  • Smart phone (i.e. Mobile phone allows to install applications) 


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