Programme Overview and Objectives
Sustainable investing is increasingly an important component of pension fund management and retirement planning. Driven by regulatory developments, evolving investor expectations, and the rising significance of ESG integration, finance and investment professionals should be equipped to navigate this shift.
The CASI Academy Special Program for the Mandatory Provident Fund (MPF) industry of Hong Kong offers a dedicated online training module on Sustainable Investing tailored for pension-sector stakeholders. This one-hour, self-paced online course, and participants will receive a Certificate of Participation on the subject upon completion. The program is delivered in English.
The objective is of this programme is to strengthen the professional knowledge of MPF industry stakeholders, including subsidiary intermediaries (SIs), in sustainable investing – enabling them to communicate key concepts clearly and support MPF scheme members with informed, accurate guidance. Specifically, the program aims to equip learners to:
- Explain the evolving Sustainable investment landscape and the market developments.
- Explain the differentiation between sustainable funds from traditional funds.
Enrollment
Enrollment is open year-round, allowing participants to begin the course at any time online.
The training course is hosted on CASI Academy. Please proceed with enrollment here: https://academy.casi.net/superExamination/personage/CertificateDetail?packageId=205784714808303616&isNoShowButtom=true
Please register for CASI Academy account to view the enrollment page and proceed with payment (USD 20) .
- Go to https://academy.casi.net/login and click “Sign Up”
- Complete the registration form to create your account
- Verify your email by clicking the link sent to your inbox
- Log in at https://academy.casi.net/login
- After logged in, navigate to "Certifications" to find the Sustainable Investing for MPF Industry, or access using the above link
- After successful payment, navigate to the “Courses” section and click “Start Learning” to begin the course
Continuing Professional Development (CPD) Eligibility
We are pleased to announce that this program qualifies for one hour of non-core MPF CPD for SIs. Participants will receive a Certificate of Participation upon completion of this program.
Who Should Apply?
This online program will enhance the professional knowledge of MPF industry stakeholders, including SIs, in sustainable investing, and assist and empower them to effectively help explain such messages to, educate and support MPF scheme members. It is particularly suitable for:
- Subsidiary Intermediaries seeking to fulfil CPD requirements and stay updated on sustainable investing market and regulatory developments.
- Financial planners and advisors looking to integrate sustainability considerations into client engagement and investment discussions.
Program content
- Sustainable Investing Ecosystem and Evolution: Understand the development of sustainable investing, the key drivers behind its growth, and its role in advancing the transition to a sustainable economy.
- Sustainability in the Pension Ecosystem: Explore the relevance of sustainable investment for pension funds, drawing on global examples and highlighting pensions’ role in intergenerational capital stewardship.
- Unique Features of Sustainable Funds: Compare sustainable funds and traditional funds, explore integration approaches, and understand the performance implications of sustainable investing.
- Challenges and Future Outlook: Identify the challenges facing institutional adoption and examine emerging trends shaping the future of sustainable investing.
Certificate
To be eligible for the certificate, participants must complete the course videos and finish the quiz at the end of the video. Completion is tracked on the learning platform.
The certificate will be issued within two weeks upon successful payment and completion of all required coursework. The digital certificate will be delivered to participants via email.
What is CPD?
An SI is required to attend 15 hours of CPD activities between 1 January and 31 December of each calendar year of which 4 hours must be core CPD activities. The remaining hours can be fulfilled by completing non-core CPD activities.
For details regarding CPD requirement, please refer to MPFA website.
Any Questions?
For inquiries, please contact the CASI Secretariat at casi@ifs.net.cn.
Contact Us
About the Organisations
About CASI
The Capacity-building Alliance of Sustainable lnvestment (CASl) is a global platform launched at COP28 in 2023 to strengthen sustainable finance capacity, especially in emerging and developing economies (EMDEs). With 70+ institutional members spanning Asia, Africa, Latin America, and the Middle East, CASl is recognized as a key contributor to the G20’s Transition finance framework CASl delivers high-impact training, e-learning (CASI Academy), policy support, and technical assistance to build the skils,knowledge, and tools needed to scale climate and sustainable investments. Aiming to train 100,000 individuals by 2030, CASI is apowerful force in global sustainable finance capacity development.
Website: www.casi.net
