Exploring GSF-Related Products and Markets
Course Objectives:
By the end of this course, participants will be able to:
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Understand the fundamentals of Green and Sustainable Finance (GSF) and its relevance to insurance and financial products.
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Identify and explain GSF-related products such as green bonds, ESG funds, and sustainability-linked policies.
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Recognize how GSF principles can be integrated into insurance products and client advisory roles.
Expected Learning Outcomes:
Participants will:
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Understand the role of GSF in the insurance and financial industries.
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Identify opportunities to integrate GSF products into insurance offerings.
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Gain practical skills to advise clients on sustainable finance solutions.
Course Duration:
12 Hours
Course Sessions:
Session 1 (3 hours): Introduction to Green and Sustainable Finance
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Overview of GSF and its significance for the insurance industry.
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Explain Key terminologies: ESG, SDGs, climate finance.
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Group discussion: How sustainability influences risk management in insurance.
Session 2 (3 hours): GSF-Related Products for Insurance and Finance
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Green Bonds: Investment opportunities for insurance-linked products.
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Sustainability-Linked Loans: Benefits for corporate clients of insurers.
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ESG Funds: Assessing ESG-linked insurance policies.
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Practical example: Enhancing insurance offerings with GSF products.
Session 3 (3 hours): Regulatory Frameworks and Market Trends
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International standards: ICMA Green Bond Principles, Climate Bonds Initiative.
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Regional focus: Hong Kong and Greater Bay Area regulations affecting insurance.
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Market trends: Growth opportunities for insurers in GSF.
Session 4 (3 hours): Practical Applications for Insurance Agents
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Developing ESG-linked insurance policies: Practical examples and exercises.
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Roleplay activity: Advising clients on integrating GSF into insurance solutions.
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Final Quiz: Multiple-choice and short-answer questions.