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VAT on Virtual and Online Programmes

VAT is applicable on virtual programmes to delegates attending from the UK*. If participating from the EU, a valid VAT number is required to ensure VAT will not be charged under the reverse charge mechanism. VAT is not applicable to attendees from all other countries.
*For virtual courses ran through our Asia office, VAT may be applicable to HK and Singapore residents only. Find out more by contacting learning@euromoney.com

 

Claiming Back Your VAT

All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.


Claim the VAT that's rightfully yours in four simple steps:

1. Register your interest

2. Sign a few simple documents

3. VAT IT processes your claim

4. Receive your refund




Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 


Can I claim back the VAT myself?

You can claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.

 

You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

ESG Risk, Compliance & Sustainable Lending

Learn the most topical elements of ESG Risk, Compliance & Sustainable Lending
  •   The explosive growth of Environmental, Social and Governance (ESG) related lending and investing requires board members, executives, investors and staff to understand more deeply how ESG will impact their company’s strategic decisions. This practical course will help participants gain a deeper understanding of ESG, as well as EU, ESG-related compliance, in particular—focusing ultimately on how to shape oversight and develop a broad range of ESG disclosure policies. The course will also address sustainable lending and how ESG factors can be incorporated in credit assessment and lending decisions, with speculative discussions about stress-testing ESG factors in lending and investment portfolios.

     

    Prerequisites: The course is directed towards board members, executives and senior managers whose organizations are involved in financing businesses and activities exposed to ESG risk factors. The content is also relevant for similar members of non-financial businesses that are directly exposed to or partnered with ESG-exposed entities or activities. No previous knowledge of the subject matter is assumed.

     

    Methods: The course will combine a series of onsite-lectures, during which numerous, recent case studies and case examples of companies addressing ESG lending, investing, compliance and disclosure will be discussed. EU regulation will be discussed in detail, however, the content is relevant for all ESG-exposed companies, regardless of global jurisdiction.

     

    Key Learning Objectives

    • The evolution of ESG as a concept and growth of ESG lending and investing
    • The business case for ESG, both in terms of stress factors and opportunities
    • ESG Oversight at the board, sub-board and management levels
    • ESG Compliance—both informal and formal (e.g., EU Directives)
    • EU ESG disclosure and regulatory requirements, including:
      • Taxonomy regulation
      • Disclosure regulation
      • Climate benchmarks regulation
      • Green financing and Green Bonds
      • The Shareholder Rights Directive (SRD II)
      • The Non-Financial Reporting Directive and others
    • How to develop an ESG disclosure apparatus, including:
      • An ESG strategy for the business
      • A sustainability lending credit policy
      • An ESG Credit policy
      • Understanding elevated risk factors and how to include them
      • Developing diversity/inclusion policies and position statements
  • Day 1.

    Overview:

    • What is ESG?
      • Different concepts
    • What are ESG Factors?
    • The Business Case for ESG: ESG Risks and Opportunities

     

    ESG Fundamentals

    • Screening out becomes Strategic ESG
    • Shareholder “purpose” becomes stakeholder “purpose”

     

    ESG Oversight:

    • Board-level Oversight
      • Allocation models
        • Full board
        • Existing Board Committee
        • New Board Committees
        • Multiple Existing Board Committees
      • Case Examples
        • Current practices
        • Example reporting content
    • Reporting up to the board
      • ESG Topics and metrics
      • Frequency
    • Management-level oversight
      • Committees
      • Expertise and staffing

     

    Day 2.

    ESG Disclosure in Practice:

    • Case Examples

     

    ESG Regulation and Reputation Management

    • EU ESG Compliance Rules
      • Taxonomy
      • Climate
      • Green finance and Green Bonds
      • The Shareholder Rights Directive (SRD II)
      • The Non-Financial Reporting Directive
      • Prudential Measures
      • Other Measures and Protocols

     

    Day 3.

    Developing a Disclosure and Reputation Risk Management Program

    • Case Examples
      • Creating a self-report card for your bank
      • Sustainable Lending:
        • Building a foundation
          • Developing a Sustainability and ESG Strategy
            • Creating targets for sustainable finance
              • Example: climate targets for corporate lending book
              • Example: investment funds to support ESG
              • Example: Green bonds
              • Example: startups
              • Example: Governance & Integrity
              • Example: Environmental footprint
              • Example: Employment and diversity
        • Creating an ESG Credit Policy
          • ESG Screening
          • ESG Assessments
          • Embedding ESG into credit policy
            • Diving into customer business models and sustainability
            • Evaluating ESG Integration
            • Developing ESG Internal Ratings

     

    Day 4.

    • Understanding Elevated Risk Factors
      • Arms and defense
      • Fossil fuels
      • Forestry
      • Mining and Minerals
    • Developing a sustainably lending, investment, stakeholder and diversity/inclusion policy
    • Creating position statements
    • Engaging with stakeholders and stakeholder policy
    • Creating a sustainability report

     

    Concluding Remarks & Discussion​​​​​​​

  • Our Tailored Learning Offering

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

  • We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
    • Knowledge – our 100+ strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck
This course can be run as an In-house or Tailored Learning programme

Instructor

  • Maurice Ewing

    Biography

    Maurice holds a PhD, is an experienced executive, Chief Risk Officer (CRO), board member and consultant. He is the founder and CEO of Conquer Risk, a consulting firm that conducts investment due diligence of corporates and banks, specialising in emerging and frontier markets. Until recently, the instructor held the group CRO role for one of Africa's largest banks for which he developed the entire enterprise risk management (ERM) and risk oversight functions, sitting on the board and managing over 400 people within 10 departments, spanning 5 countries. He is a sought after speaker on risk oversight, strategy and corporate governance but has also trained numerous management teams in predictive analytics, market intelligence acquisition and internal model development for Basel II & Basel III purposes. He previously taught Executive-MBAs on the full-time finance faculty of the Kellogg-HKUST business program and, before that, worked as a regulator for both the New York Federal Reserve and the Board of Governors. A former dissertation advisee of Ben Bernanke, the US Federal Reserve Chairman, the instructor holds a PhD and MA in economics from Princeton University and a BA in Economics and Mathematics from Northwestern University. He was recently selected out of over 50,000 candidates to the prestigious board of the Professional Risk Manager's International Association as a Subject Matter Expert on ERM. He is also a certified Financial Risk Manager (FRM) with the Global Association of Risk Professionals.