NEW: two ESG training modules! Unlock sustainable finance excellence

In response to the evolving landscape of sustainability regulations, we are proud to introduce two comprehensive virtual training sessions designed for private bankers, financial advisers, and risk managers. These sessions aim to equip professionals with the essential skills and insights needed to navigate the complexities of ESG (Environmental, Social, and Governance) factors in the finance sector.

1. Operational Implementation of the New Sustainability Rules for Private Bankers and Financial Advisers

Overview

Bankers are encountering new challenges with the emergence of sustainability regulations applicable to investment firms. Unlike traditional suitability assessments, these regulations now require considerations for clients’ sustainability preferences in product governance, investment advice, and portfolio management.

Objectives

• Gain knowledge of regulator expectations for ESG risks under MiFID 2 in the context of Sustainable Finance.
• Seamlessly incorporate ESG regulations into your risk management system.
• Recognize and assess the impact of these regulations on your business.

Program Highlights

• Evolution of the suitability test on customer preferences.
• New product segmentation A, B, C under MiFID 2.
• Product combinations, mix, and asset allocation strategies.
• Summary and conclusion.

Target Audience

Professionals of the Financial Sector, especially risk managers and private bankers.

More info here

2. ESG Risks in Finance

Overview

ESG risk factors have become pivotal in the risk management framework of financial institutions. This module explores the evolving responsibilities of risk managers, new ESG factors, and dynamic interactions within business functions.

Objectives

• Obtain a comprehensive understanding of complexities surrounding ESG risk.
• Grasp forthcoming developments in the prudential framework concerning ESG risk.
• Recognize the issues and repercussions of these measures for banks.

Program Highlights

• Introduction to ESG risk and associated concepts.
• European measures to manage ESG risk.
• Changes in the prudential framework for ESG risk.
• Summary and conclusion.

Target Audience

Accountants, management controllers, risk managers, internal auditors, and finance managers with general banking knowledge.

More info here

Dates for both training sessions over Q1/2024 will be available soon. Join the ABBL, the House of Training, and Julien Froumouth on this journey towards sustainable finance excellence!

Why the ABBL?

The ABBL recognizes the critical importance of staying ahead in the finance industry amidst evolving sustainability regulations. Our tailored virtual training ensures that members are compliant and equipped with the necessary expertise to meet client’s expectations in the realm of ESG criteria. These training sessions are instrumental in empowering financial professionals to contribute to the sustainability of the financial industry.