本課程主旨是教授學員綠色及可持續金融的投資生態系統，環境、社會及管治 (Environmental、Social and Governance 簡稱ESG) 環球標準、框架及報告、氣候風險和可持續金融發展的監管趨勢。
 

透過綠色及可持續金融的實際案例，讓學員了解可持續金融產品和碳排放市場及於不同市況下將ESG纳入風險管理。課程範疇包括綠色及可持續金融基礎設施、綠色可持續金融發展的監管體系、環球ESG投資產品生態圈及可持續金融與金融科技應用。

 

 

 

 

“This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme.”

Name of Programme Provider: HKU SPACE
Programme Provider Identification Code: PP-CLQ189
Programme Identification Code: GTP-443226
Programme Name: Certificate for Module (CFA ESG Investing)

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.

Application should be sent directly to the Pilot GSF Capacity Building Support Scheme office within three months after programme completion. For details, please visit the Scheme website: www.greentalent.org.hk or contact the Scheme enquiry hotline: 852-2258-6000 or email to enquiry@greentalent.org.hk.

 

Speakers

Dr. Angus Yip, Adjunct Associate Professor, HKU SPACE

Dr. Yip is a veteran corporate banker and asset manager for more than 30 years. He is the Founding Chairman of ICSD (International Chamber of Sustainable Development). Dr. Yip has been providing ESG reporting consultancy services to listed companies in Hong Kong and the U.K. since 2015. Dr. Yip was educated in the U.K. and got double Master’s Degrees in Accounting & Finance (Lancaster University) and Sustainability Leadership (Cambridge University) respectively. In addition, Dr. Yip possesses a Master’s Degree in Management from Harvard University and got his Doctoral Degree at the University of Wales TSD (U.K.) with the research area in ESG reporting.

 

Mr. Alvin Cheung, Research Director, Prologue Communications

Alvin co-founded Prologue Communications and is currently the Research Director, overseeing policy researches with focus on green finance and ESG. Prior to his venture, Alvin served in Hong Kong Exchanges and Clearing Limited (HKEX) as Assistant Vice President. He had a core role in pushing forward HKEX’s major initiatives in ESG and corporate governance (CG) including the revision of HKEX’s ESG Guide and CG Code, and monitoring of listed companies’ ESG and CG reporting.

 

Mr. Jeffrey Leung, Seasoned Practitioner in ESG and Financial Services 

Jeffrey Leung has been in the financial industry for more than 15 years. He has been in various global banks in various divisions including Chief Investment Office, Chief Risk Office, Market Risk Management. He has an MBA, MSc of Investment Management, MSocSc in Sustainability Leadership and Governance. He is also an FRM, certificate holder of CFA ESG Investing, certificate holder of GARP Sustainability and Climate Risk (SCR), EFFAS Certified ESG Analyst® (CESGA). 

    

完成課程後，學員應能夠：

1. 說明綠色及可持續發展概念、可持續金融生態系統及環球綠色及可持續金融發展與監管趨勢;
2. 描述綠色及可持續金融與金融科技術語;
3. 解釋環境、社會及管治(ESG)因素、框架、報告及金融科技的數據治理;
4. 說明可持續投資產品的基本原理和環球碳排放市場的最新發展;
5. 剖析綠色及可持續金融與金融科技的實際應用案例。

 

本課程共有2個單元:

• 單元一: 綠色及可持續金融
• 單元二: 可持續金融與金融科技

 

修業期:

• 2個單元合共99小時
  • 單元一 60小時
  • 單元二 39小時
• 每堂3小時，合共33堂

 

評核方式:

• 個人習作: 2個單元合共6份各800字功課(短文題、個案分析)

 

頒授證書

• 學員修畢課程，上課出席率達70%或以上，並通過評核取得合格成績，可按香港大學體制，經香港大學專業進修學院頒授《綠色及可持續金融證書》。

 

授課模式:

• 課程以面授形式進行，並配合個案分析及小組討論。
• 課程以中文教學。

 

Speakers

Dr. Angus Yip, Adjunct Associate Professor, HKU SPACE

Dr. Yip is a veteran corporate banker and asset manager for more than 30 years. He is the Founding Chairman of ICSD (International Chamber of Sustainable Development). Dr. Yip has been providing ESG reporting consultancy services to listed companies in Hong Kong and the U.K. since 2015. Dr. Yip was educated in the U.K. and got double Master’s Degrees in Accounting & Finance (Lancaster University) and Sustainability Leadership (Cambridge University) respectively. In addition, Dr. Yip possesses a Master’s Degree in Management from Harvard University and got his Doctoral Degree at the University of Wales TSD (U.K.) with the research area in ESG reporting.

 

Mr. Alvin Cheung, Research Director, Prologue Communications

Alvin co-founded Prologue Communications and is currently the Research Director, overseeing policy researches with focus on green finance and ESG. Prior to his venture, Alvin served in Hong Kong Exchanges and Clearing Limited (HKEX) as Assistant Vice President. He had a core role in pushing forward HKEX’s major initiatives in ESG and corporate governance (CG) including the revision of HKEX’s ESG Guide and CG Code, and monitoring of listed companies’ ESG and CG reporting.

 

Mr. Jeffrey Leung, Seasoned Practitioner in ESG and Financial Services 

Jeffrey Leung has been in the financial industry for more than 15 years. He has been in various global banks in various divisions including Chief Investment Office, Chief Risk Office, Market Risk Management. He has an MBA, MSc of Investment Management, MSocSc in Sustainability Leadership and Governance. He is also an FRM, certificate holder of CFA ESG Investing, certificate holder of GARP Sustainability and Climate Risk (SCR), EFFAS Certified ESG Analyst® (CESGA). 

    

報名代碼	2255-FN097A	現時接受報名
現時接受報名

單元一: 綠色及可持續金融

1. 綠色及可持續發展簡介

2. 可持續金融生態系統

3. 香港綠色可持續金融發展的監管體系

4. 環境、社會及管治標準與框架

5. 綠色低碳轉型

6. 綠色融資、貸款及投資原則

7. 可持續投資生態圈

8. 可持續投資產品

9. 碳中和與綠色金融

10. 香港發展綠色金融的優勢與挑戰

 

單元二: 可持續金融與金融科技

1. 金融科技生態系統 (1)

2. 金融科技生態系統 (2)

3. 區塊鏈及分散式帳本技術

4. 程式設計入門

5. 可持續金融與金融科技生態圈

 

單元一: 綠色及可持續金融

暫定開課日期: 2024年11月15日 (星期五), 每週一堂

 

 

 

單元二: 可持續金融與金融科技

開課日期: 待公佈

報名費用

HK$150 （取錄與否，恕不退還）

課程費用

• 學費 : HK$20,790

申請人必須

(i)  於香港中學文憑考試獲5科第2級，包括中國語文科 ; 或

(ii) a) 於香港中學會考獲5科E級，包括中國語文科 (2007年或以前) ; 或

       b) 於香港中學會考獲4科E級及中國語文科獲第2級(2007年或以後) 。

 

申請人如持有其他同等學歷及年滿21歲或以上將會作個別考慮。

• 香港大學專業進修學院的持續進修基金院校編號是 100

持續進修基金課程
Certificate in Green and Sustainable Finance 綠色及可持續金融證書
課程編號 33C153378	學費 $20,790	查詢號碼 2867-8322

	持續進修基金 本課程已加入持續進修基金可獲發還款項課程名單內
	綠色及可持續金融證書 本課程在資歴架構下獲得認可 (資歴架構第3級)

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