ISFB Sustainable Finance Certificate
Retail & Corporate Banking
Support and transversal functions
Context
Key objectives
2. Evaluate and identify ESG criteria and translate them into an appropriate investment strategy.
3. Advise a customer on existing investment solutions focusing on E, S and G areas.
Target audience
- Middle and senior managers working in the banking and financial industry
Stakeholders
Reviews
Practical information
Price
- Public : CHF 4'735.-
- Member : CHF 3'550.-
- FFPC : CHF 0.-
Admission requirements
FFPC rates for the 2027 sessions are subject to change, pending approval by the relevant authority.
Issues and context of sustainable finance
SAQ Code: CWMA-ISFB-21-1080
Legal & policy framework for sustainable finance
SAQ Code: CWMA-ISFB-21-3073
ESG analysis & impact assessment
SAQ Code: CWMA-ISFB-21-3074
Sustainable investment strategies
SAQ Code: CWMA-ISFB-21-1081
Macro risks, dialogue and values
Environmentally focused investment solutions
SAQ Code: CWMA-ISFB-21-3076
Philanthropy and finance: challenges and solutions
SAQ Code: CWMA-ISFB-21-3077
Impact investing
SAQ Code: CWMA-ISFB-21-3082
Review
The test takes the form of a 40-question MCQ, in open book format: participants can consult their course materials, appendices and personal notes. The exam lasts 120 minutes, i.e. 3 minutes per question. Each question has only one correct answer, and no negative marks are awarded for incorrect answers.
The questions are general, with no traps, and are based exclusively on content clearly covered in the course or in the training materials.
Interview with Antoine Mach, ISFB Sustainable Finance Certificate Program Director
"This program offers a mix of theoretical knowledge, which is essential for understanding the ins and outs of a rapidly evolving field, and practical knowledge applied on a daily basis by finance professionals."
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Sustainable finance in Geneva: issues, regulation and continuing education - Interview with Edouard Cuendet
"Sustainability remains an important issue according to the annual economic survey conducted by the FGPF among banks, asset managers, and other financial intermediaries."
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Training tomorrow's players: interview with Natacha Guerdat on the ISFB Sustainable Finance certificate
In this interview, Natacha Guerdat looks back on her career, the current challenges facing financial institutions, and the advantages of the ISFB Sustainable Finance certificate program, which enables participants to combine financial performance with positive impact. A rigorous, human, and committed approach, at the heart of today's and tomorrow's challenges.
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Training for better support: a look back at ISFB's Sustainable Finance training course with Marica Biemmi
Marica Biemmi, a graduate of the ISFB Certificate in Sustainable Finance, explains why she chose this program, its strengths, and how it has enriched her daily professional practice.
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Challenges, innovations and future prospects for sustainable finance - interview with Kali Taylor
"Every finance professional should have a basic understanding of sustainability, as it is fundamental to good risk management and to being able to identify and capitalize on new investment opportunities."
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Interview with Grégoire Pennone, CEO of ONE Swiss Bank SA
"What I think is important to emphasize, and which is a common trait among our managers, is the ability to take an interest in others and the desire to help teams progress. This is a non-negotiable starting point."
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Interview with Eva Joss, credit risk expert and ISFB Certified in Sustainable Finance
"Addressing a variety of topics such as governance, impact measurement, philanthropy, and social and environmental impacts allowed us to cover a wide range of aspects of sustainable finance."
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Antoine MACH
Damien CONTAMIN
Malek Dahmani
Jérôme ESCHBACH
Certified by the Cambridge Institute for Sustainability Leadership and CFA ESG Investing, he has been leading the integration of sustainable development issues into BNP Paribas Wealth Management's offering in Switzerland since 2018, working to raise awareness among private bankers and clients while contributing to the development of responsible and positive-impact offerings.
He holds a Master's degree in Engineering from ENSMM Besançon and a Master's degree in Business Administration from EM Strasbourg Business School.
Guillaume TAYLOR
After graduating from Boston University in 1989, Guillaume Taylor began his career as a credit analyst at Intel Corporation in the United Kingdom. From 1992 to 1995, he worked as a treasury specialist in Paris, managing all foreign currency hedging activities for Intel's European operations and overseeing the company's Euro Commercial Paper program. In 1995, Guillaume Taylor joined Darier Hentsch & Cie, private bankers in Geneva, as a private portfolio manager. In 2002, he became a partner at de Pury Pictet Turrettini & Cie, an independent asset and wealth management company, where he oversaw sustainable finance for private clients. He founded Quadia in 2010 and has been the principal of Umbutu since 2021. He is currently Executive Director of the Montagu Foundation.
Since 2000, Guillaume's activities have focused on social and environmental finance, and he has developed in-depth knowledge of impact measurement. In this context, Guillaume served on the board of directors of ECLOF International for 10 years, one of the world's oldest microfinance institutions, present in 20 countries and with over 500 employees. He has also served as treasurer of the Fondation Internationale du Banc d'Arguin (FIBA), a major conservation foundation focused on West African coastal regions, part of the MAVA Foundation. Guillaume is also co-founder of Sustainable Finance Geneva, an association promoting sustainable finance. From 2009 to 2017, Guillaume was a member of the steering committee of WWF International's Living Planet Campaign. From 2009 to 2017, he was a member of Firmenich's Sustainability Advisory Board, and from 2016 to 2020, he was a member of the board of directors of the Global Alliance for Improved Nutrition (GAIN). From 2017 to 2023, Guillaume served as a trustee of the Spirit of the Wild Trust, a South African environmental leadership organization, and chaired the Bergplaas Foundation founded by Princess Irene of the Netherlands, both of which are part of the Bergplaas Nature Reserve in the Karoo. Guillaume served as treasurer of the Pro Valat Foundation from 2016 until the end of 2024. In 2021, Guillaume co-founded Advancing the Sanitation Economy Infrastructure AG or ASE and is currently vice-chairman of Hanaku AG, the parent company of ASE. Guillaume also sits on the board of directors of three investment vehicles of the Astanor group and is a member of the board of directors of RhyThink AG.
Guillaume chairs the investment committee of BACoMaB, a UK-based nature conservation fund, and sits on its board of directors. He is currently president of the Margherita Foundation and special advisor on ecological issues to Mauritanian filmmaker Abderrahmane Sissako.
Emeline OZHAN
She developed her expertise in sustainable investing by integrating sustainability into the investment processes at Lombard Odier bank.
Previously, Emeline was an equity analyst at a hedge fund within the Pictet Asset Management group before being appointed head of thematic and environmental equity research at Silex.
Etienne EICHENBERGER
He is president of the Swiss Philanthropy Foundation, co-founder of the Foundation Board Academy, and sits on the board of the Debiopharm Chair in Family Philanthropy at IMD and the Board for Good in Zurich.
Etienne holds a bachelor's degree from the University of St. Gallen (HSG), has trained in High Performance Leadership at IMD, and is married with three children.
Natacha GUERDAT
As head of research, she defines the impact investment strategy for all asset classes. She also oversees research and impact measurement activities. In particular, she is chair of the impact committee.
Natacha is a founding member of Sustainable Finance Geneva and holds a master's degree in international relations from the Graduate Institute of International and Development Studies in Geneva.
Information
Retail & Corporate Banking
Support and transversal functions
Information