Hong Kong Institute of Education for Sustainable Development (HiESD)

Executive Diploma in Sustainable Financial Analyst 可持續金融分析師高級文憑

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Course Information

Schedules
  • 8 Oct 2026 (Thu) - 21 Oct 2026 (Wed) 2:30 PM - 5:30 PM
  • 17 Oct 2026 (Sat) 10:00 AM - 5:30 PM
  • 21 Oct 2026 (Wed) 2:30 PM - 5:30 PM
Registration period
3 Aug 2026 (Mon) - 2 Oct 2026 (Fri)
Price
HKD 6,800
Course Level
Study Mode
Duration
12 Hour(s)
Language
Cantonese, English, Mandarin
Location
19/F., K. Wah Centre, 191 Java Road, North Point, Hong Kong/ 3/F, Patriotic Education Centre, No.1 Fung Shek Street, Tai Wai, Shatin, N.T. (nearby Che Kung Temple MTR Station)
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Course Overview

In response to the escalating global demand for sustainable finance, particularly following the advancements in climate-related financial disclosures and carbon accounting standards, the Sustainable Financial Analyst (SFA) Registration Scheme represents a pivotal step forward in equipping both financial and non-financial professionals to navigate the intersection of finance and sustainability.

  • Expand professional network with the sustainable finance community
  • Gain industry recognition and explore new green investment opportunities
  • Enhance regulatory compliance capabilities and strengthen climate-related financial risks management

After having completed the course for 60 hours in total, candidates can apply for the SFA Examination offered by Hong Kong Quality Assurance Agency. Please see https://www.hkqaa.org/en/page/our-services/training-hong-kong for details.

為應對全球可持續金融日益增長的需求,特別是氣候相關財務披露和碳會計標準的進展,可持續金融分析師(SFA)註冊計劃代表了為金融及非金融專業人士裝備技能的重要一步,讓他們能夠深入探討金融與可持續性的交匯領域。

  • 擴展與可持續金融社群的專業網絡
  • 獲得行業認可,並探索新的綠色投資機會
  • 提升監管合規能力,並加強氣候相關財務風險管理

完成共60小時課程後,考生可申請由香港品質保證局提供的可持續金融分析師考試。請瀏覽 https://www.hkqaa.org/en/page/our-services/training-hong-kong

 

What You’ll Learn

Unit 1: Sustainability Information Disclosure

  • Global standards for sustainability and ESG information disclosure
  • Key disclosure frameworks and standards, including TCFD, HKFRS S1, HKFRS S2, HKEX ESG Reporting Guide Part D, ISSB and NGFS

Unit 2: Audit and Assurance

  • International standards for audit and assurance, including ISAE 3000 & ISAE 3410
  • Audit and assurance principles and processes

Unit 3: Carbon Markets and Carbon Assets

  • Carbon credits and offsets
  • Operations of carbon markets, including trading mechanisms


Unit 4: Carbon Accounting

  • Application of carbon accounting in corporate decision-making
  • Carbon accounting methods, footprint analysis, and reporting standards fundamentals
  • Carbon accounting tools and software

Unit 5: Green GDP

  • Green GDP and its application in policy-making
  • Balancing environmental costs and economic benefits

Unit 6: Green Finance and Investment

  • Latest initiatives, polices, and regulations for green finance
  • Green investment facilities, including Green Bonds, Green Funds, and Sustainable Development Loans
  • Challenges and opportunities in green finance markets, green investment strategies, and associated risks management

單元 1:可持續發展資訊披露

  • 可持續性及 ESG 資訊披露的全球標準
  • 主要披露框架及標準,包括 TCFD、HKFRS S1、HKFRS S2、HKEX ESG 報告指引第 D 部分、ISSB 及 NGFS

單元 2:審計及保證

  • 審計及保證的國際標準,包括 ISAE 3000 及 ISAE 3410
  • 審計及保證原則及程序

單元 3:碳市場及碳資產

  • 碳信用及抵銷
  • 碳市場運作,包括交易機制

單元 4:碳會計

  • 碳會計在企業決策中的應用
  • 碳會計方法、足跡分析及報告標準基礎
  • 碳會計工具及軟件

單元 5:綠色 GDP

  • 綠色 GDP 及其在政策制定中的應用
  • 平衡環境成本及經濟效益

單元 6:綠色金融及投資

  • 綠色金融的最新倡議、政策及法規
  • 綠色投資工具,包括綠色債券、綠色基金及可持續發展貸款
  • 綠色金融市場的挑戰及機會、綠色投資策略,以及相關風險管理


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