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Description

Finance and Sustainability: Embedding ESG Criteria, Funding and Steering the Transition

Connecting sustainability commitments to the company's financing and investment decisions

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

Finance departments are increasingly handed sustainability matters without the data or the methods to address them. Non-financial indicators sit alongside management reporting rather than within it. Investors and banks ask questions that financial statements do not answer.

These two days connect the finance function to transition issues. Participants learn to position the expectations of capital providers and then to embed sustainability criteria into investment analysis. They work on collecting non-financial data and on building a performance framework that combines economic results with the commitments made.

Learning objectives

  • Position the sustainability expectations of investors and banks
  • Organise the collection and reliability of non-financial data
  • Embed sustainability criteria into investment appraisal
  • Identify financing instruments linked to sustainability commitments
  • Build a performance framework combining financial and transition indicators

What makes this programme different

Sustainability criteria are introduced into an existing investment appraisal model
A non-financial data collection plan is built together with its reliability controls
Discussions with a lender on the commitments made are rehearsed in role play

Programme

1The Subject Seen from the Finance Function

Understanding what is actually being asked, and by whom

  • Expectations of investors, banks and major client organisations
  • Interaction between financial reporting and non-financial reporting
  • Division of roles between finance and the sustainability function
  • Transition risks and physical risks viewed from a financial angle

2Data and Reliability

Building auditable non-financial information

  • Identifying the required data and the teams that produce it
  • Consolidation scope and consistency with the financial scope
  • Consistency checks and traceability of calculation methods
  • Handling estimates and documenting them

3Investment and Sustainability

Bringing the transition into the calculation

  • Including transition costs and risks in forecast cash flows
  • Time horizon and the effect of discounting on the outcome
  • Comparing projects with different sustainability profiles
  • Trade-offs between expected returns and commitments made

4Funding and Steering the Transition

Delivering on commitments made to funding providers

  • Financing instruments linked to sustainability targets
  • Consequences of a missed commitment on financing terms
  • Building a dashboard that combines both dimensions
  • Reporting to governance bodies

Who is it for

Chief financial officers · management controllers · non-financial reporting managers · financing officers.

Prerequisites

Confident reading of financial statements and a working knowledge of investment analysis.

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.