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EU Taxonomy - Sustainable Finance in Practice

Overview

The EU Taxonomy is a pivotal classification system that defines ecologically sustainable economic activities, playing a crucial role in achieving and measuring EU-wide environmental goals. By integrating sustainability data into the economic framework, it fosters a unified understanding of sustainable economic practices. As the cornerstone of sustainable finance regulation at the EU level, the EU Taxonomy necessitates a comprehensive grasp by both real economy companies and financial market participants, especially in light of stricter disclosure requirements and the growing demand for sustainable financial products. 

Our one-day training course offers invaluable insights for a diverse range of participants. Throughout the day, our expert trainers will delve into the various applications of the EU Taxonomy across sectors such as energy and asset management, providing a holistic understanding of its mechanisms. Through practical case studies, participants will gain hands-on experience in implementing the EU Taxonomy and become attuned to its wide-ranging impacts. 

Led by trainers with deep expertise and active involvement in the European Commission’s Platform for Sustainable Finance, our training sessions are always up-to-date with the latest developments and discussions surrounding the EU Taxonomy.

Our many years of experience make us your reliable partner

Benefit from the unique and long-standing expertise of the Frankfurt School. We have been training (junior) managers in the financial sector since 1957. Our training approach offers a mix of media and methods, conveys practical content and is based on current research findings. The direct contact with the trainers, who have expertise in the financial sector and in the processes of sustainable finance, enables an intensive and enriching interchange.

Our full track record in training speaks for itself: In the past three years, over 1500 participants have successfully completed our Sustainable Finance course. The FS-UNEP Collaborating Centre for Climate & Sustainable Energy Finance is a strategic component of the Frankfurt School bundling international expertise on sustainability topics such as climate finance, climate impact and sustainable finance. The centre offers financial institutions, ministries (national and international) and companies from the real economy strategic advice on operationalisation and implementation of sustainable finance.

Training Content

Setting the stage  

  • How the EU Taxonomy Works in Theory and Practice 

  • Importance of the EU Taxonomy in the context of sustainable finance 

  • Target audience and their role in the Taxonomy implementation

Technical Aspects of the EU Taxonomy  

  • How the EU taxonomy works 

  • Overview of the Six Environmental Objectives 

  • Key principles and objectives 

  • Overview of the Taxonomy Regulation and Delegated Acts 

  • Calculation of the EU taxonomy quota (i.e. technical assessment criteria for "Substantial Contribution" and "Do No Significant Harm") 

Alignment and Technical Screening Criteria  

  • Explanation of alignment levels (eligible, substantially contributing, enabling) 

  • Explanation of the technical screening criteria (TSC) 

Electives to choose from:

Energy Sector 

  • Focus on the climate change mitigation objective 

  • Overview of eligible energy sources (renewable, nuclear) and their technical screening criteria (TSC), including case study 

  • Discussion on the role of gas in the transition and its classification under the Taxonomy 

  Asset Management 

  • Where asset managers fit within the Taxonomy landscape 

  • Integration of Taxonomy considerations into investment processes 

  • Challenges and opportunities for asset managers in implementing the Taxonomy 

  • Regulatory overview & Disclosure requirements for asset managers under SFDR and Taxonomy-related disclosures (TBD) 

  • CASE STUDY: Demonstrate how data are collected, centrally managed and applied to funds 

 International Scope 

  • A comparison of different taxonomies around the world (including efforts to converge) 

  • CASE STUDY: Application of EU Taxonomy or any other lessons learnt. 

The training will take place on Friday, November 29, 2024. The course is offered as an in-person seminar at the Frankfurt School campus (Adickesallee 32-34, 60322 Frankfurt am Main).

The language of instruction is English

Degree

After successful completion you will receive a certificate of attendance.

Methodology

Interactive compact seminar (including lectures, case studies, surveys, discussions, group working notes, simulations).

Price

950 €

Target Group

Employees from companies in the real economy (energy sector) and the financial sector (asset management). The course is also suitable for all those who want to acquire basic knowledge of the EU taxonomy and understand practical implementation options. 

Dates and duration

1 day (9:00 - 17:00 Uhr)

Registration

Registrations for the training at Friday, November 29, 2024 are now open.

The FS-UNEP Centre

The content of this course was developed by the Frankfurt School - UNEP Collaborating Centre for Climate & Sustainable Energy Finance (http://fs-unep-centre.org/). The Centre is a strategic cooperation between Frankfurt School and the UN Environment programme. Its vision is to advance transformation to resilient low-carbon and resource-efficient economies by attracting new types of investors, in particular catalysing the financing of clean energy by the private sector. The Centre is UNEP’s major knowledge hub for climate finance related aspects.

Contact us!

Do you have further questions? Please contact us so that we can find the best training solution together. Our entire range can also be customised for your company. We will be happy to advise you and provide you with an individual offer on request. You can find more training courses in the area of sustainability on our website.