Social Bonds:

Unlocking Sustainable Investment Opportunities

Course Overview

This program delves into the evolving landscape of Social Bonds, offering a comprehensive understanding of their role in sustainable finance. Participants will gain knowledge on best practices, challenges, and opportunities in the Social Bond market.

Program Outline/Schedule

  1. Introduction to the session and objectives
  2. Presentation by the Issuer (Alliance Finance PLC)
    • Overview of the issuing entity.
    • Approach for issuing Social Bonds.
    • Project categories funded through Social Bonds.
    • Lessons Learned.
  1. Technical Presentation (Deloitte
    • Introduction to Social Bonds
    • Social bond principles/guidelines
    • Evaluation and selection of projects that may feasible/eligible
    • Role of External Reviewers, External Review process (both pre and post assurances).
    • Best practices and guidelines on reporting
    • Regulatory Framework for the issuance of Social Bond.
    • Pricing / interest rate determination.
    • Market trends and outlook
    • Regulatory Framework for External Reviews in Sri Lanka.

 

  1. Panel Discussion and Q & A

Key Benefits to
Individuals

  • Understand the fundamentals of Social Bonds and their role in sustainable finance.
  • Gain insights into the processes behind Social Bond issuance.
  • Learn about regulatory frameworks, best practices, and assurance mechanisms.
  • Explore market trends and investment opportunities in the Social Bond space.
  • Engage in discussions with industry experts on challenges and future developments.

Key Benefits to the Organization

  • Thought Leadership & Brand Positioning
  • Networking & Business Development
  • Knowledge Sharing & Capacity Building of the members.

Target Audience

This course is designed for:

  • Financial and Investment professionals
  • corporate and sustainability leaders
  • regulatory bodies
  • Auditors
  • Assurance Providers & Rating Agencies

Facilitator

Moderator

  • Date: Wednesday, 12th November 2025
  • Time: 8:30 am to 11.00 am
  • Venue: Courtyard by Marriott

Register before 10th November 2025

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

Participant fee

  • CFA Charterholders and CFA Society Candidate Council Members – Rs. 7,500 
  • Other/ Non-members – Rs. 9,000

To Join:

If an invoice is not required, follow the process below

Step 1 : Register Here

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 
  • Non-Members : Rs. 18,000 

If an invoice is required, follow the process below

Step 1 : Register Here

(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,

Inquiries