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Description

Green and Sustainable Finance: Understanding Instruments, Securing Funding and Reporting

Meeting bank and investor expectations with data you can defend

  • 2 days — 14 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Finance departments are fielding requests from every direction. Banks ask for non-financial data before assessing a credit file. Investors question the company's environmental trajectory. Clients send questionnaires that nobody has the time to answer properly.

These two days bring sustainable finance back into the finance function. Participants identify funding instruments indexed to sustainability criteria, understand the logic behind reporting frameworks and organise the collection of the data lenders expect, so that discussions with funding partners rest on verifiable evidence.

Learning objectives

  • Position the main families of sustainable finance instruments
  • Describe how a facility indexed to sustainability indicators works
  • Identify the non-financial data expected by funding partners
  • Organise the collection and quality assurance of this data within the company
  • Prepare a funding file that incorporates the sustainability dimension
  • Spot weakly supported claims in financial communication

What makes this programme different

The mechanics of an indexed loan are broken down through to their impact on the margin
Questionnaires received by participants provide the raw material for the workshops
A quality assurance grid for non-financial data is built during the session

Programme

1Framework and Players in Sustainable Finance

Understanding who asks for what, and why

  • Origin of lender and investor expectations
  • Main families of reporting frameworks
  • Role of non-financial rating agencies
  • Vocabulary used and the most common confusions

2Funding Instruments

Selecting the vehicle suited to the need

  • Green bonds and sustainability-linked bonds
  • Loans indexed to performance indicators
  • Financing of projects with an environmental purpose
  • Cost and monitoring constraints specific to each instrument

3Data and Reporting

Producing figures that hold up

  • Identifying the indicators requested by financial partners
  • Internal sources and collection from operational teams
  • Consistency checks and audit trail
  • Alignment with existing financial reporting
  • Preparing for external verification work

4Engaging with Funding Partners and Reputational Risk

Defending your file without unsustainable promises

  • Structure of a sustainable finance file
  • Building arguments in response to analysts' questions
  • Spotting unsubstantiated claims
  • Monitoring commitments made and consequences of a shortfall

Who is it for

Chief financial officers and management control managers, as well as treasurers and financing officers in companies.

Prerequisites

Working in a finance role and able to read financial statements

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.