ESG Opportunities & Compliance Requirements

Medium of Instruction:

English/ Cantonese, supplemented with English materials

Overview

Overview

As ESG becomes a defining force in financial institutions’ asset management activities, institutions face growing pressure from regulators, investors, and high net worth clients to demonstrate credible ESG expertise. This course is designed to help professionals transform ESG from a regulatory obligation into a growth driver.


The ESG Opportunities & Compliance Requirements programme provides a practical, business focused understanding of how ESG is applied across investment strategies, asset classes, and client portfolios—while ensuring alignment with Hong Kong SFC ESG fund disclosure and reporting requirements.


This programme equips participants with the confidence, tools, and regulatory awareness needed to deliver ESG informed investment solutions in today’s evolving financial landscape.

Why This Course Matters

The Sustainability & ESG Foundations programme delivers a structured learning journey combining global ESG fundamentals with sector and regional relevance.

  • ESG is now central to investment decision‑making and client suitability
  • Regulators are increasing scrutiny on ESG disclosures, naming, and reporting
  • Investors and clients demand transparent, credible, and defensible ESG strategies
  • Financial professionals must align commercial goals with compliance expectations

This course bridges the gap between ESG theory, real investment practice, and regulatory compliance—helping institutions future‑proof their asset and wealth management capabilities.

What You Will Gain

What You Will Gain

By the end of this course, participants will be able to:

  • Apply ESG principles effectively in business contexts
  • Understand and explain mainstream ESG investment strategies
  • Integrate ESG considerations across different asset classes
  • Design ESG aware investment portfolios aligned with client preferences
  • Navigate SFC requirements for ESG fund disclosure, naming, and reporting
  • Strengthen client engagement while managing regulatory and reputational risk

Why Choose Kaplan Professional?

  • Practical, market‑relevant ESG training
  • Strong focus on real investment scenarios and regulatory expectations
  • Designed for Hong Kong and regional financial markets
  • Suitable for corporate training, team upskilling, and ESG capability building

Who Should Attend?

This programme is ideal for:

  • Banking Professionals 
  • Asset Management Professionals
  • Wealth Managers & Investment Advisors
  • Private Bankers and Relationship Managers
  • Product Development & Investment Strategy Teams
  • Compliance, Risk, and Governance Professionals
  • Banking and Financial Services Professionals developing ESG expertise

No prior ESG background is required.

Flexible Delivery Options

  • Company wide enrolment for ESG capability building
  • Department specific or role based learning pathways
  • Blended learning integration with internal sustainability initiatives
     

Contact Us

Talk to our team and learn how Kaplan can help you meet your business objectives - 

 

Name: Ms Rowena Li

Title: Director, Business Development

Tel. : 2116 3183

Email: [email protected]

Salutation
Financial Markets
Accounting
Leadership and Professional Development
Language
IT and Technology
High Education
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