ESG Opportunities & Compliance Requirements
Medium of Instruction:
English/ Cantonese, supplemented with English materials
Overview
Overview
As ESG becomes a defining force in financial institutions’ asset management activities, institutions face growing pressure from regulators, investors, and high net worth clients to demonstrate credible ESG expertise. This course is designed to help professionals transform ESG from a regulatory obligation into a growth driver.
The ESG Opportunities & Compliance Requirements programme provides a practical, business focused understanding of how ESG is applied across investment strategies, asset classes, and client portfolios—while ensuring alignment with Hong Kong SFC ESG fund disclosure and reporting requirements.
This programme equips participants with the confidence, tools, and regulatory awareness needed to deliver ESG informed investment solutions in today’s evolving financial landscape.
Why This Course Matters
The Sustainability & ESG Foundations programme delivers a structured learning journey combining global ESG fundamentals with sector and regional relevance.
- ESG is now central to investment decision‑making and client suitability
- Regulators are increasing scrutiny on ESG disclosures, naming, and reporting
- Investors and clients demand transparent, credible, and defensible ESG strategies
- Financial professionals must align commercial goals with compliance expectations
This course bridges the gap between ESG theory, real investment practice, and regulatory compliance—helping institutions future‑proof their asset and wealth management capabilities.
What You Will Gain
What You Will Gain
By the end of this course, participants will be able to:
- Apply ESG principles effectively in business contexts
- Understand and explain mainstream ESG investment strategies
- Integrate ESG considerations across different asset classes
- Design ESG aware investment portfolios aligned with client preferences
- Navigate SFC requirements for ESG fund disclosure, naming, and reporting
- Strengthen client engagement while managing regulatory and reputational risk
Why Choose Kaplan Professional?
- Practical, market‑relevant ESG training
- Strong focus on real investment scenarios and regulatory expectations
- Designed for Hong Kong and regional financial markets
- Suitable for corporate training, team upskilling, and ESG capability building
Who Should Attend?
This programme is ideal for:
- Banking Professionals
- Asset Management Professionals
- Wealth Managers & Investment Advisors
- Private Bankers and Relationship Managers
- Product Development & Investment Strategy Teams
- Compliance, Risk, and Governance Professionals
- Banking and Financial Services Professionals developing ESG expertise
No prior ESG background is required.
Flexible Delivery Options
- Company wide enrolment for ESG capability building
- Department specific or role based learning pathways
- Blended learning integration with internal sustainability initiatives
Contact Us
Talk to our team and learn how Kaplan can help you meet your business objectives -
Name: Ms Rowena Li
Title: Director, Business Development
Tel. : 2116 3183
Email: [email protected]