PROGRAM DESCRIPTION

SHORT TERM COURSES (CISI) (ONLINE):

7. INTRODUCTION TO PORTFOLIO CREATION:

This module examines how and why it is important for firms to gather customer data, the process involved in developing, implementing and reviewing portfolios, how Environmental, Social and Governance (ESG) and ethical issues can be incorporated into an Investment Strategy, and the ways in which portfolios can be evaluated.

8. ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INVESTING:

Conventionally, investors select a range of investments with the goal of maximising total returns within their risk tolerance levels. With Environmental, Social and Governance (ESG) investing, environmental and social considerations also apply. This module examines what ESG is, why it matters, ways to invest, the screening processes that are available, corporate social responsibility, faith-based investing, ESG investment indices, and the future of ESG.

9. GREEN BONDS AND ASSET - BACKED SECURITIES:

As understanding of the importance of tackling climate change has risen, as well as greater awareness of a range of Environmental Issues, Ethical, Responsible and Sustainable investing has grown in importance and popularity. Green bonds and asset-backed securities offer an alternative for investors concerned with the environmental and ethical impact of how their money is used. This module will explore the various types of bonds and securities available, as well as their benefits and risks.