Essentials of Sustainable Finance: Essential know-how to transform conventional capital into sustainable funding

Course Overview

This half-day course offers a thorough introduction to Sustainable Finance (SF) fundamentals, equipping participants with the essential ESG elements to be implemented within their organization to enhance the possibilities in attracting SF flows. It also discusses the global and local market dynamics in SF market, SF products and provides insights into key frameworks, guidelines and regulations such as SF/ Green Finance Taxonomy, SFDR and CSRD. At the end of the course, participants may be able to access the readiness/ identify the gaps in obtaining SF facility. The course is designed to help organizations stay ahead of changing market dynamics in terms of capital inflows.

Course Outline

Section 1 – Introduction to SF

  • What is SF?
  • Current market dynamics
  • Importance of SF
  • Benefits of SF for your organization

Section 2 –Frameworks, Guidelines & Regulations

  • SF frameworks
  • SF regulations for Europe market participants –CSRD & SFDR
  • Sri Lanka Green Finance taxonomy
  • Environment & Social Framework of ADB
  • ESG performance standards of IFC

Section 3 – Sustainable Finance Products & Structuring Green Finance Facility

  • Green bonds
  • Green loans
  • Sustainable loans
  • Sustainable bonds
  • Sustainable-linked loans
  • Sustainable-linked bonds
  • ICMA framework
  • Case study discussion on developing a SF framework for your organization
  • Tips for successful integration and managing challenges

Key Benefits to
Individuals

  • Develop a solid understanding of essentials of SF, gain practical skills in developing SF framework and structuring of SF facilities.

Key Benefits to the Organization

  • Enhance investor confidence & better chances to grab new funding opportunities available in the capital markets
  • Improvement in credit rating

Target Audience

  • ESG heads and executives
  • Corporate Finance Managers & Executives
  • Treasury dealers
  • Risk Managers
  • Financial Analysts
  • Investors
  • Relationship Managers
  • And any others interested in SF

Facilitators

Sulani Gunasena, B.Sc (Spl in Physics - Col), MBA (Col)
Sulani Gunasena, B.Sc (Spl in Physics - Col), MBA (Col)Associate Director Banking Services
Acuity Knowledge Partners
Ama Wickramarachchi, ACMA(UK), CGMA, MBA (Cardiff Met UK), B.Sc (Spl in Forestry & Env.sci)
Ama Wickramarachchi, ACMA(UK), CGMA, MBA (Cardiff Met UK), B.Sc (Spl in Forestry & Env.sci)Assistant Director Banking Services
Acuity Knowledge Partners
Avi Garg, MBA in finance and Marketing
Avi Garg, MBA in finance and MarketingDelivery Lead, Banking Services
Acuity Knowledge Partners
  • Date: Wednesday, 27th June 2025
  • Time: 8.30 am to 12.30 pm
  • Venue: Sapphire 3|4 Hall, Courtyard by Marriott, Colombo City Centre

Register before – 25th of June 2025

Registrations are on a first-come-first-served basis and limited

Participant fee

  • CFA Charterholders and CFA Society Candidate Council Members – Rs. 12,500 
  • Other/ Non-members – Rs. 15,000

To Join:

If an invoice is not required, follow the process below

Step 1 : Register Here

Click to register

Step 2:

Make the payment to the following bank account (Direct Deposit / Fund Transfer) : 

  • Bank                     : HNB
  • Account Title    : CFA SOCIETY SRI LANKA
  • Account No       : 701010017612
  • Swift Code         : HBLILKLX
  • Bank Code          : 7083
  • Branch Code      : 701 ( Nawam Mawatha )

Step 3:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org  with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)

  • CFA Charterholders and Candidate Council Members : Rs. 12,000 
Click Here To Pay
  • Non-Members : Rs. 18,000 
Click Here To Pay

If an invoice is required, follow the process below

Step 1 : Register Here

Click to register

(If there are more than 1 participant to register, please register them one by one)

Step 2: 

Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org  (Please note that these details mentioned in the email need to match with registered details.)

Step 3:

Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):

  • Bank                   : HNB
  • Account Title   : CFA SOCIETY SRI LANKA
  • Account No      : 701010017612
  • Swift Code        : HBLILKLX
  • Bank Code         : 7083
  • Branch Code     : 701 ( Nawam Mawatha )

Step 4:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org

Missed the program? Click on the button below to download a softcopy of the presentation slides,

Download Slides 1
Download Slides 2

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org

Missed the program? Click on the button below to view the presentation slides,

View Slides

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org

Inquiries

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org