This two-day programme offers you a practical and comprehensive introduction to sustainability and environmental, social and governance (ESG) principles, tailored for professionals who work directly with clients. You will build foundational knowledge of ESG, understand its growing importance in business, and explore key global and regional frameworks.
Participants develop the skills to identify sustainable finance opportunities, engage your clients on ESG priorities, and clearly articulate the return on investment of sustainability initiatives.
Designed to blend theory with real-world application, this course empowers you to align sustainability strategies with your clients’ needs and drive meaningful impact.
Programme Provider & Registration
This programme is offered by Deloitte Singapore Assurance Pte. Ltd., the IBF-accredited training provider, in collaboration with CFA Society Singapore. Programme registration, administration and fee collection are managed directly by Deloitte Singapore Assurance Pte. Ltd.
Please refer to Deloitte’s registration portal for entry requirements and payment instructions.
9:00 AM – 6:00 PM on both days
CFA Society Singapore Office,
146 Robinson Road,
#07-02 UOI Building,
Singapore 068909
Course Fee
Full Course Fee (2 days): S$2,400 before GST (S$2,616 inclusive of GST)
| Eligible Individuals | IBF-STS funding | Net Fee Before GST | Net Fee (Incl. GST) |
| Singapore Citizens aged below 40 and Permanent Residents | 50% | S$1,200 | S$1,416 |
| Singapore Citizens aged 40 and above | 70% | S$720 | S$936 |
All fees are for the full two-day course. Net fees are subject to IBF-STS funding eligibility and approval. GST of S$216 is calculated on the full course fee before funding, subject to Deloitte's confirmation.
This programme is suitable for:
- Relationship managers
- Client and account managers
- Business development managers
- Product managers
- Risk advisers
- Understand foundational sustainability concepts and the role of ESG in today’s market.
- Articulate the value of sustainability for businesses and industries.
- Identify and understand key sustainability standards and how they impact clients.
- Gain skills to effectively discuss sustainability topics with clients.
- Recognise sustainable finance products and how to align these with client needs.
- Articulate the ROI of sustainable practices
Course Outline
- ESG principles and sustainability drivers
- ESG strategies and materiality concepts
- Benefits and risks of ESG adoption
- Sustainability trends across industries
- Identifying sustainable finance opportunities
- Case studies on investment & financing solutions
- Global ESG standards: GRI, SASB, TCFD, ISSB
- Singapore and APAC regulatory landscape
- Understanding industry-specific frameworks
- Conducting meaningful sustainability conversations
- Presenting ESG value propositions
- Communicating ROI and addressing client concerns
Trainer, CFA Society Singapore
Founder and Managing Director, Kai Asia Advisors
Director, Head of Sustainability & Capital Markets, LMS Compliance Ltd
Director, Deloitte Learning Solutions
Deloitte Singapore Assurance Pte Ltd
| Day 1 – Allen Cheong, CFA | |
Time |
Topic |
09:00 – 09:30 |
Welcome & Pre-assessment
|
09:30 – 10:30 |
Section 1: Introduction to Sustainability & ESG
|
10:30 – 10:45 |
AM Tea Break |
10:45 – 13:00 |
Section 2: The Business Case for Sustainability
|
13:00 – 14:00 |
Lunch |
14:00 – 15:30 |
Section 3a: Identifying Sustainable Investment and Financing Opportunities
|
15:30 – 15:45 |
PM Tea Break |
15:45 – 17:30 |
Section 3b: Identifying Sustainable Investment and Financing Opportunities
|
17:30 – 18:00 |
Reflection & Q&A |
| Day 2 – Sarjit Singh | |
Time |
Topic |
09:00 – 09:45 |
Section 4a: Global ESG Frameworks
|
09:45 – 10:30 |
Section 4b: APAC & Singapore Regulations
|
10:30 – 10:45 |
AM Tea Break |
10:45 – 13:00 |
Section 5: Client Engagement on Sustainability
|
13:00 – 14:00 |
Lunch |
14:00 – 15:30 |
Section 6: Communicating ROI
|
15:30 – 15:45 |
PM Tea Break |
15:45 – 16:45 |
Section 6: Communicating ROI (cont.)
|
16:45 – 17:00 |
Assessment Briefing |
17:00 – 18:00 |
Written Assessment (MCQ) |
This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Participants are advised to assess the suitability of the course and its relevance to their business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.
Funding Eligibility & Requirements
Participants must:
- Be a Singapore Citizen or Permanent Resident, physically based in Singapore. This scheme is available to both self-sponsored and company-sponsored individuals.
- Not be attending the programme as instructors or facilitators, including presenters, speakers or panellists, and must not be employees of IBF or MAS.
For company-sponsored candidates, eligible companies are:
- Singapore-based financial institutions; or
- FinTech firms certified by the Singapore FinTech Association (SFA).
Participants must meet both requirements:
- Achieve class attendance of 75% or more; and
- Pass the IBF assessment within the two permitted attempts.
Eligible for SkillsFuture Opening Credit only.
Participants will receive:
- Digital training slides from Allen Cheong, CFA, and Sarjit Singh.
- A Deloitte-issued Certificate of Completion in PDF format, emailed to participants who successfully complete the course.