General Management
ESG Series: ESG Management
ESG 系列之「ESG管理學」
Course No. : 243-829362-21|Start Date : 07/09/2024
Instructor
Dr. Angus Yip
Dr. Mike Hui
Language Used
02
Total Hours
17
Place
Start Date
07/09/2024
Tuition Fee
$7,500
Level
General Short Courses
Enrolment Enquiries
2209 0290
Closing Date for Application
30/08/2024
1 Course Description
This course aims to help learners to keep pace with sustainability in commercial sector, allow learners to have an in-depth understanding of ESG and sustainability issues in the business world, and master relevant theoretical knowledge, industry trends, and practical methods of CEPAR applications.
We have started collaboration with the International Chamber of Sustainable Development (ICSD) for the course of ESG Series: Sustainable Banking and Finance (course code: 829362) since July 2022. The background of ICSD as below:
- ICSD is a registered non-profit making organization: https://www.icsd-global.org/
- The designation of “Certified ESG Planner CEP®” aims to equip students with essential knowledge and skills to cope with our world's most pressing ESG issues. In addition, CEP® holders can address sustainability problems and provide timely advisory services.
- CEP® is a trademark granted by the International Chamber of Sustainable Development (ICSD)* and registered with the United Nations SDGs Knowledge Platform. (Registration No.: 39533).
Upon completing the course and achieving a pass of the assignment, students will be granted the Certificate of Completion from CUSCS and the Certified ESG Planner credential from ICSD (administration and membership fee applied).
Students will be provided with teaching notes that tailor-made in Chinese, 2 hours pre-produced video clips about global ESG trends, case studies and reading references, etc.
We have started collaboration with the International Chamber of Sustainable Development (ICSD) for the course of ESG Series: Sustainable Banking and Finance (course code: 829362) since July 2022. The background of ICSD as below:
- ICSD is a registered non-profit making organization: https://www.icsd-global.org/
- The designation of “Certified ESG Planner CEP®” aims to equip students with essential knowledge and skills to cope with our world's most pressing ESG issues. In addition, CEP® holders can address sustainability problems and provide timely advisory services.
- CEP® is a trademark granted by the International Chamber of Sustainable Development (ICSD)* and registered with the United Nations SDGs Knowledge Platform. (Registration No.: 39533).
Upon completing the course and achieving a pass of the assignment, students will be granted the Certificate of Completion from CUSCS and the Certified ESG Planner credential from ICSD (administration and membership fee applied).
Students will be provided with teaching notes that tailor-made in Chinese, 2 hours pre-produced video clips about global ESG trends, case studies and reading references, etc.
2 Session 1: Essential knowledge of ESG management
• Origins of sustainability and ESG movement
• Sustainability risks and opportunities
• International Initiatives and frameworks
• Sustainable business model archetypes
• Sustainability risks and opportunities
• International Initiatives and frameworks
• Sustainable business model archetypes
3 Session 2: ESG business model and business analysis
• Integrating sustainability to business models and strategic management
• ESG integration business analysis approach
• Strategic positions, long-term value creation and KPIs of ESG management
• ESG integration business analysis approach
• Strategic positions, long-term value creation and KPIs of ESG management
4 Session 3: Sustainability reporting and disclosure management
• Introduction to ESG reporting
• HKEx’s latest ESG requirements
• ESG reporting and disclosure management
• HKEx’s latest ESG requirements
• ESG reporting and disclosure management
5 Session 4: ESG investment management, ESG investment instruments and CEPAR methodology
• Introduction to ESG investments financial analysis
• Development, strategies and performance of ESG investment instruments
• CEPAR model and application paper requirement
• Development, strategies and performance of ESG investment instruments
• CEPAR model and application paper requirement
6 Session 5.1: ESG Data, and IT and Fintech application in sustainable development
• ESG ratings and ESG industry data
• Sustainable development applications in banking/ insurance/ investing/ other industries
• Sustainable development applications in banking/ insurance/ investing/ other industries
7 Session 5.2: Social conscience and social entrepreneurship
• Social innovation and social conscience
• Management of social enterprises
• Management of social enterprises
8 Assessment, Professional Recognition & Credentials
Assessment
• a 500-1000 words Application Paper (Chinese or English) to apply the CEPAR methodology in tackling ESG issues
• pass or fail only
• achieve an attendance of not less than 70%
>> ESG Professional Recognition & Credentials
(please click this link for the illustrative diagram)
Upon completion of the course with a pass of the assignment, and achieving an attendance of not less than 70%, student will be eligible to apply for the followings:#
"1) Certificate of Completion" awarded by CUSCS
2) Membership of the International Chamber of Sustainable Development (ICSD)
and credential of "Certified ESG Planner CEP®"*
3) 2 modules of exemption for the Enhanced Competency Framework (ECF) Accreditation on Green and Sustainable Finance (GSF); approval of Hong Kong Monetary Authority (HKMA)
4) Professional Qualification (PQ) Role 1 Associate Green Finance Professional (Product and Servicing); approval of Hong Kong Monetary Authority (HKMA)
What is "Certified ESG Planner CEP®"?
* "Certified ESG Planner CEP®" is a trademark granted by the International Chamber of Sustainable Development (ICSD).
* The relevant education programme has been officially approved and registered with the United Nations Sustainable Development Knowledge Platform (聯合國可持續發展知識平台) in August 2021 with Registration Number: 39533.
Being a "Certified ESG Planner CEP®", you can:
1) have the authorization to use the trademark CEP® after your name as a credential;
2) obtain a solid knowledge of sustainability;
3) understand the trend and the state-of-the-art development in ESG;
4) apply the 5-step of CEPAR methodology to tackle pressing ESG issues.
>>More details of 3) & 4)
(please click the title link for the illustrative diagram)
Please click this:
Please click this: Official Website of HK Monetary Authority-Enhanced Competency Framework (ECF); then click on the Green Cluster for “Green and Sustainable Finance”.
Please click this: Office Website of Hong Kong Institute of Bankers-Enhanced Competency Framework (ECF)
Exception:
Student who completed the course and achieved 70% attendance, however not able to obtain a pass of the assignment, he/she can apply for the "Certificate of Attendance" from CUSCS. #
#administration / membership fees apply respectively
• a 500-1000 words Application Paper (Chinese or English) to apply the CEPAR methodology in tackling ESG issues
• pass or fail only
• achieve an attendance of not less than 70%
>> ESG Professional Recognition & Credentials
(please click this link for the illustrative diagram)
Upon completion of the course with a pass of the assignment, and achieving an attendance of not less than 70%, student will be eligible to apply for the followings:#
"1) Certificate of Completion" awarded by CUSCS
2) Membership of the International Chamber of Sustainable Development (ICSD)
and credential of "Certified ESG Planner CEP®"*
3) 2 modules of exemption for the Enhanced Competency Framework (ECF) Accreditation on Green and Sustainable Finance (GSF); approval of Hong Kong Monetary Authority (HKMA)
4) Professional Qualification (PQ) Role 1 Associate Green Finance Professional (Product and Servicing); approval of Hong Kong Monetary Authority (HKMA)
What is "Certified ESG Planner CEP®"?
* "Certified ESG Planner CEP®" is a trademark granted by the International Chamber of Sustainable Development (ICSD).
* The relevant education programme has been officially approved and registered with the United Nations Sustainable Development Knowledge Platform (聯合國可持續發展知識平台) in August 2021 with Registration Number: 39533.
Being a "Certified ESG Planner CEP®", you can:
1) have the authorization to use the trademark CEP® after your name as a credential;
2) obtain a solid knowledge of sustainability;
3) understand the trend and the state-of-the-art development in ESG;
4) apply the 5-step of CEPAR methodology to tackle pressing ESG issues.
>>More details of 3) & 4)
(please click the title link for the illustrative diagram)
Please click this:
Please click this: Official Website of HK Monetary Authority-Enhanced Competency Framework (ECF); then click on the Green Cluster for “Green and Sustainable Finance”.
Please click this: Office Website of Hong Kong Institute of Bankers-Enhanced Competency Framework (ECF)
Exception:
Student who completed the course and achieved 70% attendance, however not able to obtain a pass of the assignment, he/she can apply for the "Certificate of Attendance" from CUSCS. #
#administration / membership fees apply respectively
9 Professional Instructors
Dr. Angus Yip
Dr. Yip is a senior sustainability consultant and banker. He is a Chartered Banker (UK) and a Certified Banker (HK). He has over 30 years of working experience in banking, asset management, and consulting.
He was also awarded a master's degree in "Sustainability Leadership" from Cambridge University, a master's degree in "Management" from Harvard University, and a professional graduate certificate in "Corporate Sustainability and Innovation" from Harvard University.
Dr. Yip received his doctoral degree from the University of Wales TSD after completing the DBA programme. He focuses on research in the sustainable development of enterprises, ESG reports of listed companies, and the provision of related consulting services.
Dr. Mike Hui
Dr. Hui is an alumnus of the Chinese University of Hong Kong, holds a Master of Finance from CUHK, and has a Chartered Financial Analyst (CFA) qualification.
With more than 20 years of teaching and consulting experience, he has mainly taught the examination courses of "Chartered Financial Analyst (CFA)" and "Certified Financial Planner CFP" for many years.
Dr. Hui also provides professional customized analysis, management, and training services for banks and financial institutions. In recent years, he has also taught ESG courses in colleges and professional institutions and is committed to researching fields related to ESG investment.
He completed the DBA programme and received a doctoral degree from the University of Wales TSD. His thesis topic and research interests are also about ESG Investments.
Dr. Yip is a senior sustainability consultant and banker. He is a Chartered Banker (UK) and a Certified Banker (HK). He has over 30 years of working experience in banking, asset management, and consulting.
He was also awarded a master's degree in "Sustainability Leadership" from Cambridge University, a master's degree in "Management" from Harvard University, and a professional graduate certificate in "Corporate Sustainability and Innovation" from Harvard University.
Dr. Yip received his doctoral degree from the University of Wales TSD after completing the DBA programme. He focuses on research in the sustainable development of enterprises, ESG reports of listed companies, and the provision of related consulting services.
Dr. Mike Hui
Dr. Hui is an alumnus of the Chinese University of Hong Kong, holds a Master of Finance from CUHK, and has a Chartered Financial Analyst (CFA) qualification.
With more than 20 years of teaching and consulting experience, he has mainly taught the examination courses of "Chartered Financial Analyst (CFA)" and "Certified Financial Planner CFP" for many years.
Dr. Hui also provides professional customized analysis, management, and training services for banks and financial institutions. In recent years, he has also taught ESG courses in colleges and professional institutions and is committed to researching fields related to ESG investment.
He completed the DBA programme and received a doctoral degree from the University of Wales TSD. His thesis topic and research interests are also about ESG Investments.
10 Student Testimonials - What our Students are Saying?
Student Testimonials - What our Students are Saying?
Jul 2022 – Aug 2023 (5 intakes)
✓ The content of the course is very fruitful, practical and applicable in Hong Kong. The instructors share a lot of examples and case studies. We can take away useful information for work.
✓ An informative course for someone like me with no financial background. I can now learn and apply ESG analysis tools.
✓ Very rich experience of the instructors, a lot of insiders views and precious experience sharing from the two instructors, such as applicable tips for ESG reporting, ESG investment, and CEPAR tools, etc
✓ Enriched my banking and ESG knowledge
✓ The Course gives a good introduction to ESG with appropriate content.
✓ I will definitely recommend it to my colleagues.
✓ The instructors are very professional and resourceful, I enjoyed learning from them.
✓ 這課程非常之貼地，老師好有經驗，講的例子是我們熟悉的，而且息息相關。
✓ 學費及課程設計也非常好，我想學習一些專業知識，但又不會太深入而難以明白，但課程又真的能做到專業而大眾又明白的「精品」課程。
✓ 我也曾在網上搜尋過其他課程，沒有像這個課程如此具靈活性，有線上也有專業的導師教授。
✓ 老師課堂上的準備非常充足，又充滿幽默感，內容實在太豐富！
✓ 在疫情下能有這樣的「精品」課程實在難得。
✓ 老師授課很有熱誠，令到我們更加有熱情學習ESG這新領域！
Jul 2022 – Aug 2023 (5 intakes)
✓ The content of the course is very fruitful, practical and applicable in Hong Kong. The instructors share a lot of examples and case studies. We can take away useful information for work.
✓ An informative course for someone like me with no financial background. I can now learn and apply ESG analysis tools.
✓ Very rich experience of the instructors, a lot of insiders views and precious experience sharing from the two instructors, such as applicable tips for ESG reporting, ESG investment, and CEPAR tools, etc
✓ Enriched my banking and ESG knowledge
✓ The Course gives a good introduction to ESG with appropriate content.
✓ I will definitely recommend it to my colleagues.
✓ The instructors are very professional and resourceful, I enjoyed learning from them.
✓ 這課程非常之貼地，老師好有經驗，講的例子是我們熟悉的，而且息息相關。
✓ 學費及課程設計也非常好，我想學習一些專業知識，但又不會太深入而難以明白，但課程又真的能做到專業而大眾又明白的「精品」課程。
✓ 我也曾在網上搜尋過其他課程，沒有像這個課程如此具靈活性，有線上也有專業的導師教授。
✓ 老師課堂上的準備非常充足，又充滿幽默感，內容實在太豐富！
✓ 在疫情下能有這樣的「精品」課程實在難得。
✓ 老師授課很有熱誠，令到我們更加有熱情學習ESG這新領域！
11 Useful e-Learning Platform: personalized Moodle account
Moodle is a user-friendly Learning Management System. Students who successfully enrolled in this particular course will be eligible to use it for free.
Students can access all the teaching materials and submit assignments on Moodle. Before the commencement of the course, an email with the private login details will be automatically generated by the IT system and sent to each qualified student.*
*Students are advised to check their registered email address and trash box around one week before the course commencement date
Students can access all the teaching materials and submit assignments on Moodle. Before the commencement of the course, an email with the private login details will be automatically generated by the IT system and sent to each qualified student.*
*Students are advised to check their registered email address and trash box around one week before the course commencement date
12 The International Chamber of Sustainable Development (ICSD)
The International Chamber of Sustainable Development (ICSD) is a government-registered not-for-profit organisation (registration number: 0063358) based in Hong Kong. Its mission revolves around United Nations 17 Sustainable Development Goals (UN 17 SDGs) to promote international recognition of the sustainable development ideology among both individuals and corporations. More information on the ICSD website: ICSD
13 Pilot Green and Sustainable Finance Capacity Building Support Scheme
>> Hong Kong Monetary Authority: $$ Fee Reimbursement from the “Pilot Green and Sustainable Finance Capacity Building Support Scheme”;
(please click this link for the illustrative diagram)
Eligible applicants may apply for reimbursement of relevant fees upon successful completion of Eligible Programmes:
- subject to a ceiling of HK$10,000 and other conditions
- an eligible applicant may claim up to 80% of the reimbursable fee of each successfully completed eligible programme once
- applicants who are full-time students in relevant discipline during the whole period of the eligible programme are eligible to claim up to 100%
Programme Provider: School of Continuing and Professional Studies, The Chinese University of Hong Kong
Programme Provider Identification Code: PP-pnGa5A
Programme Identification Code: GTP-580236
Programme Name: ESG Series: Sustainable Banking and Finance
The scheme is on a first-come, first-served basis. Application may be rejected if the available funds under the scheme may have been used up. The content published on the official website of the Scheme shall prevail.
For the eligibility of application, please visit https://www.greentalent.org.hk/Individuals
For more details about the Scheme, please visit https://www.greentalent.org.hk/ or contact enquiry@greentalent.org.hk directly.
Enquiry Hotline of the Scheme: +852 2258 6000 (from 9:30am to 12nn, 2pm to 5:45pm, Monday to Friday, except public holidays)
(please click this link for the illustrative diagram)
Eligible applicants may apply for reimbursement of relevant fees upon successful completion of Eligible Programmes:
- subject to a ceiling of HK$10,000 and other conditions
- an eligible applicant may claim up to 80% of the reimbursable fee of each successfully completed eligible programme once
- applicants who are full-time students in relevant discipline during the whole period of the eligible programme are eligible to claim up to 100%
Programme Provider: School of Continuing and Professional Studies, The Chinese University of Hong Kong
Programme Provider Identification Code: PP-pnGa5A
Programme Identification Code: GTP-580236
Programme Name: ESG Series: Sustainable Banking and Finance
The scheme is on a first-come, first-served basis. Application may be rejected if the available funds under the scheme may have been used up. The content published on the official website of the Scheme shall prevail.
For the eligibility of application, please visit https://www.greentalent.org.hk/Individuals
For more details about the Scheme, please visit https://www.greentalent.org.hk/ or contact enquiry@greentalent.org.hk directly.
Enquiry Hotline of the Scheme: +852 2258 6000 (from 9:30am to 12nn, 2pm to 5:45pm, Monday to Friday, except public holidays)
14 Remarks
Discounts are not applicable