Compliance, Legislative & Regulatory Standards

ESG Regulation & Reporting - Part 1

概要

This course was previously known as ESG & SRI Investing - Part 6

In March 2021, the European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force. The SFDR is designed to help institutional asset owners and retail clients understand, compare, and monitor the sustainability characteristics of investment funds by standardizing sustainability disclosures. Under the SFDR, firms must make both firm- and product-level disclosures about the integration of sustainability risks, the consideration of adverse sustainability impacts, the promotion of environmental or social factors, and sustainable investment objectives. This course provides an overview of the SFDR and its implications for financial firms.

宗旨

On completion of this course, you will be able to:
- Define the SFDR and its role within the broader EU regulatory framework
- List the key objectives of the SFDR and its scope
- Identify the core disclosure requirements of the SFDR and their applicability to different firms

內容

Sustainable Finance Disclosure Regulation (SFDR)
Topic 1: SFDR Overview
Topic 2: SFDR Disclosures
Topic 3: SFDR Scenarios

詳情

活動編號
TERCR21015301
地點
網上平台
相關主題
第4類 - 就證券提供意見,第6類 - 就機構融資提供意見,第6類 - 就機構融資提供意見 - 保薦人,第9類 - 提供資產管理,監管合規
語言
英文
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HKD285
非會員: HKD420
機構會員員工: HKD285