Fully Accredited Program Chartered Sustainable Finance Manager (CSFM™)

Sustainable finance has become a pivotal component in the financial industry, providing the backbone of decision-making processes in areas such as impact investing, green finance, corporate social responsibility, and more. By integrating environmental, social, and governance (ESG) considerations into financial decisions, sustainable finance offers essential insights that enable organizations to address risks, identify opportunities, and drive sustainable growth. A study by Boston Consulting Group reveals that assets in dedicated sustainable and climate financing are expected to see a three-fold increase by 2027, underscoring the growing importance and demand for robust sustainable finance practices.

This Chartered Sustainable Finance Manager (CSFM™) program aims to empower you to excel in the dynamic world of sustainable finance. By blending theoretical understanding with real-world case studies, this comprehensive course will provide you with the advanced skills and knowledge required to confidently navigate the complexities of sustainable finance. This program covers a broad range of critical topics, including sustainable finance principles, ESG integration, impact investing, stakeholder capitalism, green finance, and regulatory frameworks, offering an extensive understanding of the multifaceted nature of sustainable financial management.

During the program, you will learn how to define and apply sustainable finance, assess the impact of financial decisions on sustainability goals, manage ESG risks, and identify investment opportunities that align with sustainable development goals (SDGs). You will also gain expertise in the application of green and social finance, the design and implementation of sustainable investment strategies, and the evaluation of financial instruments in light of sustainability metrics. Furthermore, the program will guide you on avoiding 'greenwashing', a deceptive practice that undermines genuine sustainable finance initiatives.

Upon completion of the program and successfully passing the Chartered exam, participants will earn the Chartered Sustainable Finance Manager (CSFM™) designation. This credential will demonstrate your expertise in navigating the complex intersection of finance and sustainability. It will also equip professionals with the necessary tools and resources to implement transformative sustainable finance strategies that drive positive environmental, social, and economic change and thrive in the intricate realm of corporate finance.

4.6 (936 Professional Learners) 1

1 Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.

This program will entitle you:

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  • Over 13 hours of powerful on-demand program content on delving into the core values and principles that underpin a resilient and sustainable financial system.
  • Earning the CSFM™ designation will demonstrate your expertise in the green finance framework, industry standards, SDG financing, sustainable finance reporting, financial disclosures, and the strategic roadmap for sustainable finance.
  • This program will also empower you with essential skillsets in analyzing complex financial data, evaluating sustainability metrics, and discerning the financial implications of ESG.
  • Full lifetime access.
  • For inquiries, chat with our Program Advisors at [email protected] or call us at:
    • Singapore and Asia Pacific: +65 6716 9980
    • Australia and New Zealand: +61 3 9909 7310
    • UK, Europe and Middle East: +44 (020) 335 57898
    • USA: +1 888 745 8875

7 days money back guarantee

Accreditations

4.8 

This Chartered Sustainable Finance Manager (CSFM™) is a mark of excellence and distinction that signifies a fully qualified finance professional with the expertise and skill set in driving the integration of environmental, social, and governance (ESG) principles into financial decision-making. It is accredited by the Chartered Institute of Professional Certifications, which maintains the governing standards for all members. The CSFM™ charter is a trademarked charter available only to professionals who have completed and passed this program. The certification is governed and maintained by Chartered Institute of Professional Certifications with over 90,000 members around the world. It is also endorsed by prominent associations and organizations worldwide.

The content of this program has been fully certified and accredited by CPD as conforming to Continuing Professional Principles.

What Can You Expect From This Certified Program

Sustainable finance has experienced a notable surge in recent years due to the increasing awareness of its advantages and the imperative for global environmental and social measures. In 2021 alone, sustainable bond issuance surpassed $700 billion, tripling the amount recorded five years prior. Additionally, significant institutional investors are actively acknowledging this trend with 90% of the world's 500 largest asset owners now consider environmental, social, and governance (ESG) factors when making investment choices.

This Chartered Sustainable Finance Manager (CSFM™) program is designed to immerse you in the vast and dynamic landscape of sustainable finance. You will gain a comprehensive understanding of intricate sustainable finance topics including sustainable finance risk, responsible investing, greenwashing, and green, blue, and social bonds. It will also encompass specialized topics like spatial financing and impact measurement and management. Moreover, you will delve into essential sustainability reporting, regulatory, and governance standards including GRI, SASB, CSRD, SFDR, and gain insights into emissions, scopes 1, 2, & 3, and carbon footprinting. Through this powerful journey, you will cultivate the confidence, skills, and knowledge to capitalize on opportunities, navigate risks, and catalyze impactful change within sustainable finance.

Throughout the program, you will also attain proficiency in executing sustainable finance strategies, employing an array of tools and resources that encompass sustainability-linked loans and sustainable cryptocurrencies. You will also discover how to build sustainable investment product portfolios with precision. Additionally, the program hones your abilities in data collection, impact measurement, and reporting, enabling you to articulate the value of sustainable investments persuasively to clients, regulatory bodies, and investors, thereby consolidating your stature as a credible authority in sustainable finance.

Upon completion of the program and successfully passing the Chartered exam, participants will earn the Chartered Sustainable Finance Manager (CSFM™) designation. This credential will demonstrate your expertise in navigating the complex intersection of finance and sustainability. It will also equip professionals with the necessary tools and resources to implement transformative sustainable finance strategies that drive positive environmental, social, and economic change and thrive in the intricate realm of corporate finance.

Globally demanded and recognized, this designation is an industry-recognized trademarked charter developed by the Chartered Institute of Professional Certifications and has lifelong validity. It is also independently accredited by CPD as adhering to the highest standards of continuing professional development.

Key Skills You Will Gain

  • Sustainable Financing
  • Taxonomy Of Sustainable Finance
  • Green Finance Framework
  • Impact Measurement
  • ESG Integration
  • Green Initiatives
  • Green Financial System
  • Green Financial Instruments
  • SDG Financing
  • Responsible Investment Strategies
  • Green Finance Standards
  • Global Reporting Initiative
  • Integrated Reporting Framework
  • Sustainable Finance Framework
  • ESG Investing
  • Green Bond Principles
  • Impact Investing
  • Sustainability Reporting
  • Integrated SDG Strategy
  • ESG Integration
  • Financial Disclosures
  • Asset Valuation
  • Financial Modeling
  • Emission Calculations
  • Environmental Footprinting
  • Spatial Financing
  • Greenwashing Detection
  • Social Bond
  • Capital Allocation Strategies
  • Sustainability Reporting

Your Faculty Director

Stephen Snider
Stephen Snider
Renowned Sustainability Expert and Sustainable Finance Lead

Stephen Snider is a prominent figure in sustainable finance and a dedicated environmental advocate. With an extensive background in corporate banking and finance, he has garnered invaluable expertise over the course of a decade, working with esteemed global institutions such as State Street, Santander, and Ameriprise. Stephen's proficiency extends across multiple domains, including asset management, corporate treasury, reporting, and analytics. He has proactively engaged in carbon literacy training, equipping himself with an in-depth understanding of carbon management and its practical application within the finance industry.

Currently, Stephen holds the position of Sustainable Finance Lead at oikos International, where he spearheads the development of training programs and workshops aimed at instilling sustainability knowledge among higher education institutions and young professionals. Demonstrating his thought leadership, he has authored and published numerous articles covering a range of topics, including sustainability, impact investing in the Caribbean, and the advancement of small island states.

Chartered Sustainable Finance Manager (CSFM™) Program Agenda

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150 Lectures

13 hours 27 minutes

Module 1 - Introduction To Sustainable Finance
Module 2 - Principles Of Financial Sustainability
Module 3 - Core Knowledge, Skills, And Approaches Towards Sustainable Finance
Module 4 - How Is Sustainable Finance Incorporated Into Financial Instruments
Module 5 - ESG
Module 6 - Impact Investing
Module 7 - Sustainability Reporting
Module 8 - Carbon Management
Module 9 - Action & Change
Module 10 - What Comes Next?
Examination

Chartered Exam

At the end of the program, there will be a Chartered exam comprised of 50 multiple choice questions. Upon passing the exam, you will be accredited with Chartered Sustainable Finance Manager (CSFM™) designation.

  • 98% of students who have taken this exam have passed the exam successfully. Almost all professionals who have taken our courses have passed this exam and attain their Chartered Sustainable Finance Manager (CSFM™) designation
  • The exam has 50 multiple choice questions and you need to answer 25 out of 50 questions correctly to pass the exam
  • You can re-take the exam online as many times as you want, with no additional charges for retaking of exams
  • The program cost already includes the exam fees, so there are no additional charges for taking the exam

If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.

Chartered Sustainable Finance Manager (CSFM™) Designation

Upon completion of the program and successfully passing the Chartered exam, you will be awarded the prestigious Chartered Sustainable Finance Manager (CSFM™) designation, a global trademark that carries lifelong validity and is widely recognized across industries. This distinguished credential will establish you as an expert in the field of sustainable finance, equipped with a comprehensive understanding in navigating the complex intersection of finance and sustainability with confidence and impact. As a result, you will be positioned to enhance your professional credibility and marketability to potential employers or clients.

Developed by the prestigious Chartered Institute of Professional Certifications, the CSFM™ designation is a highly regarded industry-recognized trademark that signifies excellence in the area of sustainable finance. In addition, the program content has been independently accredited and certified by CPD, ensuring that it conforms to the highest standards of continuing professional development.

Program Pricing

On Demand Learning

USD 490


  • Lifetime access to high-quality self-paced eLearning content curated by industry experts
  • 24x7 learner assistance and support
  • Attain your Chartered Sustainable Finance Manager (CSFM™) designation that you can use across your professional credentials
  • Demonstrate your professional expertise in navigating the complex sustainable finance with confidence
  • Over 10 hours of professional sustainable finance management learning
  • 5 powerful global case studies and best practices on implementing transformative sustainable finance strategies
  • Full lifetime access
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Corporate Training

Customized To Your Needs


  • If you have more than 30 participants from your organizations, you can contact us to host a program customized to your training needs through a blended learning or physical classroom model
  • By customizing your program, the faculty leader can tailor the content that is specific to your needs
  • Prior to the commencement of the bespoke program, we will schedule conference calls to identify your training needs and map out the sessions most relevant to your organization
Contact Us

Download Brochure

You can download our program brochure below. If you have any inquiries on this program, please contact our Program Advisor at [email protected] or call us at:

  • Singapore and Asia Pacific: +65 6716 9980
  • Australia and New Zealand: +61 3 9909 7310
  • UK, Europe and Middle East: +44 (020) 335 57898
  • USA: +1 888 745 8875

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100% Money Back Guarantee

We value the trust of our customers immensely. But, if you feel that this Chartered Sustainable Finance Manager (CSFM™) does not meet your expectations, we offer a 7-day money-back guarantee. Just send us a refund request via email within 7 days of purchase and we will refund 100% of your payment, no questions asked!

Chartered Sustainable Finance Manager (CSFM™) Reviews and Testimonials

One of the most comprehensive programs I have ever participated in. The facilitator has significant and relevant experience across the program. The inclusion of practical tools and reference to many materials and approaches to build your own momentum in this area.
Great, Would have appreciated an explanation on acronyms on material
This program has transformed my approach to finance, equipping me with the tools to drive sustainable practices in my organization.
The Chartered Sustainable Finance Manager (CSFM™) course was transformative! It equipped me with invaluable insights and practical tools to drive sustainable financial strategies, empowering me to make a meaningful impact in my organization and beyond.
The course provided invaluable insights into sustainable finance, equipping me with the tools to drive impactful change in our organization.

Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.

Convincing Your Boss To Attend This Program

Securing approval from your boss to attend this program can be difficult if you don’t know what to say. So we’ve prepared a template for you! All you need to do is to download this template, copy and paste in email and send it to your boss!

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Chartered Sustainable Finance Manager (CSFM™)

4.6 (936 ratings)