Demystifying Social Finance: Blending Profit and Purpose - Sustainable Finance

This two-day programme aims to provide banking and finance professionals with a good understanding of social finance, exploring its principles, methodologies, and practical applications.

Participants will gain insights into how financial tools and strategies can be leveraged to address social and environmental challenges. The programme will cover key concepts, case studies, and emerging trends in the field of social finance. By the end of the programme, participants will be able to navigate the complexities of social finance and contribute to the development of socially responsible finance.

Programme Outline

Learning Objectives

By the end of the programme, participants will be able to:

Discuss social finance principles, frameworks and methodologies
Identify various innovative financing models in social finance
Apply social finance principles to real-world scenarios, considering the triple bottom line and ethical considerations

Programme Outline

Introduction to social finance
Defining Social Finance
Overview of social finance and its role in addressing social and environmental issues
Historical perspective and development of social finance
Key differences between traditional finance and social finance

Triple Bottom Line
Understanding the triple bottom line
Balancing financial returns with social and environmental impact
Socially responsible investing (SRI)
Overview of SRI
Introduction to socially responsible investing
Screening criteria and ethical investment considerations

Impact Investing
Defining impact investing and its objectives
Impact measurement and evaluation methodologies
Social enterprise financing models
Nonprofit Finance
Financial strategies for nonprofit organisations
Fundraising, grants, and donor relations

Hybrid Models
Exploring social enterprises with hybrid business models
Balancing profit and impact in hybrid organisations
Crowdfunding for social causes
Crowdfunding Basics
Understanding crowdfunding and its different models
Examples of successful social crowdfunding campaigns

Crowdfunding for Social Enterprises
Strategies for leveraging crowdfunding for social ventures
Platforms and tools for social finance crowdfunding
Social impact bonds (SIBs)
Introduction to SIBs
Overview of Social Impact Bonds
Key stakeholders and their roles in SIBs

Evaluating SIBs
Assessing the effectiveness and challenges of SIBs
Case studies of successful SIBs
Social finance in Malaysia
Social finance offerings in Malaysia
Overview of the diverse social finance platforms available
Examples of social finance initiatives in Malaysia

Case Studies and Best Practices in Malaysia
Challenges in social finance
Lessons learned and best practices

Case studies of impactful social finance projects
Emerging trends in social finance
Blockchain and Social Finance
Potential of blockchain technology in social finance
Case studies of blockchain applications for social impact

Future Directions in Social Finance
Trends, innovations, and the evolving landscape of social finance
Opportunities and challenges in the future of social finance

Case studies and discussions
Preparing for CCPT implementation
Challenges and opportunities
Discussion on data collection issues, data verification, classification challenges etc.

METHODOLOGY

Lectures, case studies, exercises and discussions

Participant profile

Open to various levels from banks & financial institutions who are interested in learning about social finance

Trainer

Cheah Wee Leong

Director, Investment Banking at the Asian Banking School

Found a programme that you think would be suitable for your organisation?

Many of our courses can be customised and delivered in-house. We also provide consultancy services to create tailor-made training programmes that are specifically aligned with your organisation’s strategic learning requirements. Contact us today to learn more about how we can support your team’s development by completing the In-House Request Form here or Emailing Us here.

Other programmes

Invest in a lifelong learning journey

As the industry’s preferred partner in learning and development, ABS offers customised and open enrolment training programmes that cover a comprehensive list of banking areas.

Need help? Ask ABBY

Investment Banking

5/20/2024 12:00:00 AM

Introduction to Investment Banking

Sustainable Finance

9/1/2024 12:00:00 AM

Certified Expert in Sustainable Finance

Sustainable Finance

9/26/2024 12:00:00 AM

Voluntary Carbon Market and Opportunities for Malaysia Financial Institutions

Compliance

11/7/2024 12:00:00 AM

Cybersecurity Governance and Practical Issues

Digital Banking

10/14/2024 12:00:00 AM

Artificial Intelligence in Banking and Finance

Cheah Wee Leong

Director, Investment Banking at the Asian Banking School

Cheah Wee Leong is the Director of Investment Banking at the Asian Banking School. He has more than 25 years’ experience working in the banking industry with local and foreign banks in various roles and capacities. A seasoned professional, Wee Leong brings with him broad experience as a former banker and management consultant.

Wee Leong started his career at Citibank in 1993 before joining US management consultancy firm Accenture in 1997. At Accenture, he was involved in managing large bank merger-integration, process re-engineering and transformation projects. He has worked in projects in various countries including Hong Kong, China, Singapore, Indonesia, Thailand, Mauritius and Saudi Arabia.

In 2003, Wee Leong joined CIMB as its Head of Operational Risk Management and led the implementation of the bank's operational risk management and Basel 2 - Operational Risk framework. Subsequently, he assumed various senior roles in Trade Finance, Regional Transaction Banking, Corporate Banking, Treasury and Markets division and Group CEO office at CIMB. His last role at CIMB was as Director, Group Strategy. He has been designing and developing courses and conducting training regularly (covering various topics) with the Asian Banking School since 2017.

Wee Leong holds a Bachelor of Business Administration from the USA and a Master of Business Administration (with distinction) from the Anglia Ruskin University, United Kingdom. He obtained training from the Citibank Asia Pacific Banking Institute in Singapore in 1995. He is a certified Chartered Banker, Finance Accreditation Agency (FAA) Certified Training Professional and a holder of the “Certificate in Climate Risk” (awarded by the Chartered Body Alliance, UK) and PRINCE2 Foundation and Practitioner Certificate in Project Management. Wee Leong completed the “Leading the Sustainability in Transformation in Banking” programme with the Frankfurt School of Finance and Management (1 week course in Frankfurt, Germany) in October 2022.