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Finance Montréal

Advanced Training Path in Sustainable Finance

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Target audience: investment and finance professionals, and any finance profesional interested in deepening their knowledge of sustainable finance

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Launch of the next mixed cohort of the Sustainable Finance and ESG Integration path on February 5, 2025. Registrations until January 29, 2025.

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2 training paths: Sustainable Finance and ESG Integration (10 hours) and CSR and Disclosure Standards (8 hours)

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For the Sustainable Finance and ESG Integration path:
Finance Montréal member price: 820$
Non-member price: 950$

Please note that the courses are available in French only.

Transform your financial skills

Our advanced training paths in sustainable finance allow you to explore ESG (environmental, social and governance) issues and CSR (corporate social responsibility) factors to integrate them into your investment strategies. Be a leader in shaping the future of financial markets for more responsible management by learning from ESG experts in academia and the financial industry.

NEW! : This winter, take part in advanced training courses virtually, from 6 to 8 p.m.

Register for the Sustainable Finance and ESG Integration path

With the support of

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About our cohorts

These programs are offered twice a year in mixed cohorts (employees of various organizations and financial institutions), in the fall and winter.  

Programs are also offered in dedicated cohorts (employees of a single organization or financial institution). Thus, member organizations of Finance Montréal have the option to deploy one or two programs internally for a group of approximately 20 people. For more information on dedicated cohorts, please contact Gaëtan Bourgoin, Senior Advisor, Education and Training Programs in Sustainable Finance at gaetan.bourgoin@finance-montreal.com.

Discover our two training paths

Sustainable Finance and ESG Integration path

Learn how to master ESG issues and develop the skills needed to integrate these criteria into your investment decisions. This training is a major asset for financial professionals wishing to transition to more responsible management.
Learn more

CSR and Disclosure Standards path

Understand and effectively use international disclosure standards and frameworks. This training is for professionals who wish to develop analytical skills to assess climate-related risks, seize investment opportunities and contribute to a more sustainable future.

Learn more

Sustainable Finance and ESG Integration path

Registration deadline for the next mixed cohort: January 29, 2025.

Register here or contact Gaëtan Bourgoin at gaetan.bourgoin@finance-montreal.com for more information.

 

10 hours of training, divided into 5 workshops and 8 learning modules  

Theoretical courses, practical cases, case studies

 

Course 1 : February 5, 6 p.m. to 8 p.m.

Course 2 : February 12, 6 p.m. to 8 p.m.

Course 3 : February 19, 6 p.m. to 8 p.m.

Course 4 : February 26, 6 p.m. to 8 p.m.

Course 5 : March 5, 6 p.m. to 8 p.m.

Register here

  • Analyze ESG issues in a global economy   

  • Assess the impact of ESG factors on markets and prices of financial instruments

  • Break down ESG issues into materiality issues   

  • Measure ESG risks and opportunities

  • Integrate ESG standards into investment strategies and decisions

  • Understand and be introduced to the role of shareholders' engagement towards more responsible business management

  • Adopt best practices in ESG, from the assessment and management of ESG opportunities and risks to accountability  

 

Our training course is recognized by the Institute of Financial Planning and represents 10 CFU (continuing education units).   

You will receive a certificate of participation at the end of the training path.  

The trainers: 

Frank Coggins, Ph. D. | Professor of the Desjardins Research Chair, Professor in charge of the GREFA, and Associate Researcher at the Interuniversity Centre on Risk, Economic Policy and Employment, Université de Sherbrooke

Amr Addas | Senior Director, Sustainable Finance, Farm Credit Canada  

Michel Léveillée | Director, ESG and Public Markets, Bureau de Coopération interuniversitaire

Vincent Beaulieu | Head of Sustainable Investing, Public Markets, Fiera Capital 

Réjean Nguyen, CFA | Senior Director, Impact Investing and ESG Integration, Addenda Capital  

Solène Hanquier | Head of Responsible Investment, National Bank Investments  

Odrey Robillard, M.Sc, M. Env. | Director, Sustainable Development, PVP, Private Placements and Impact Investments, Fonds de solidarité FTQ and lecturer, School of Management Sciences at UQÀM  

  

Put theory into practice: 7 videos to learn more about sustainable finance in action!  

Contributors to the videos:   

Jean-Philippe Renaut | Director, Maison du développement durable

Lilya Mincheva | Senior Manager, Responsible Investment Ecosystems, UN PRI Canada  

Laurent Da Silva | Climate change economist

Claude Cyr | Executive Vice President, Optimum Global Asset Management  

Nancy Goudreau | Managing Director, Sustainable Finance, Desjardins  

Christine Bisson-Roberge, CPA | Director of Finance and Administration, Agence de mobilité durable

Alexandre Hovette | Vice President, Capgemini Invent  

Discover the detailed content of our training path

Module 1:
Introduction to sustainable finance (1 hour)  

Content:  

  • Welcome note
  • Introduction to sustainable finance
Module 2:
ESG impact - from theory to practice (1 hour) 

Content: 

  • Traditional financial theory   
  • Positivist theories – ESG risk factors   
  • Normative theories – risk factors and sustainability 
Module 3 (part 1):
ESG overview (2 hours)

Content: 

  • Environmental factors  
  • Social factors  
  • Governance factors  
  • Case studies  
1 2 3 4

CSR and Disclosure
Standards path

Registration deadline for the next mixed cohort: March 12, 2025.

Register here or contact Gaëtan Bourgoin at gaetan.bourgoin@finance-montreal.com for more information.

 

8 hours of training, divided into 4 workshops and 8 learning modules  

Theoretical courses, practical cases, case studies

Winter 2025

Course 1 : March 19, 6 p.m. to 8 p.m. 

Course 2 : March 26, 6 p.m. to 8 p.m.

Course 3 : April 2nd, 6 p.m. to 8 p.m. 

Course 4 : April 9, 6 p.m. to 8 p.m.

Register here

  • Familiarize yourself with international CSR and ESG disclosure standards and frameworks

  • Effectively integrate CSR and ESG into a company’s financial strategies and disclosure processes

  • Develop analytical and practical skills to assess sustainability risks and opportunities  

  • Understand the impact of governance on financial performance and climate risk management

  • Develop the skills to navigate an increasingly demanding ESG market 

Frank Coggins, Ph. D. | Professor of the Desjardins Research Chair, Professor in charge of the Applied Finance Research Group and Associate Researcher at the Interuniversity Centre on Risk, Economic Policy and Employment, Université de Sherbrooke  

Kais Bouslah | Professor of Market Finance, Université du Québec à Trois-Rivières 

Odrey Robillard, M.Sc, M. Env. | Director, Sustainable Development, PVP, Private Placements and Impact Investments, Fonds de solidarité FTQ and lecturer, School of Management Sciences at UQÀM  

Élisabeth Lécuyer | Analyst, ESG Research, Jarislowsky, Fraser Limited  

Charles Benoît | Net-zero expert, Net Zero Banking Alliance (NZBA), UNEP FI  

Jérôme Petigny | Team Leader, Climate Change, Biodiversity and ESG data, Desjardins  

Erica Coulombe | Vice-President, Millani   

Mariel Langlois | Manager, Millani  

Marie-Josée Privyk | ESG Founder and Consultant, FinComm Services and ESG Strategic Advisor, QG100 Network  

Charles-Étienne Borduas | Lawyer, Norton Rose Fulbright 

Register

Discover the detailed content of our training path

Module 1:
Introduction to Sustainable Development and Corporate Social Responsibility (CSR) (1 hour)  

Content:  

  • Definitions (CSR, sustainable development, sustainable development goals)  
  • History and evolution of CSR  
  • Theoretical foundations of CSR  
  • Stakeholder management models  
  • The CSR standards and norms  
Module 2:
Presentation of the different disclosure standards (1 hour)

Content:  

  • Evolution of the ecosystem and disclosure by companies  
  • Concept of materiality  
  • Most commonly used standards and reference frameworks  
  • Similarities and differences between these standards and frameworks  
Module 3:
Task Force on Climate-Related Financial Disclosures (TCFD) and Climate Change (1 hour)  

Content:  

  • History of TCFD recommendations on climate change  
  • TCFD Climate Change Recommendations  
  • Case study
1 2 3
Register

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