THURSDAY, JUNE 5, 2025 * 1:30PM TO 4:45PM VIA ZOOM
COVERED ENTITIES of the Securities and Exchange Commission (SEC), Bangko Sentral ng Pilipinas (BSP), and the Insurance Commission (IC), are mandated to align all their financial activities with sustainability principles.
Sustainability and responsible investment are at the forefront of financial sector reforms, and the Philippine Sustainable Finance Taxonomy Guidelines (SFTG) serve as a crucial framework for channeling capital towards environmentally and socially responsible activities. It establishes a clear, three-tier classification system — Green, Amber, and Red — to assess economic activities based on their sustainability impact. This initiative aligns with the Philippine Sustainable Finance Roadmap and supports the country’s commitments to the Paris Accord and sustainable development goals.
This SEC-accredited online training will help participants have a clear understanding of the SFTG, focusing on its three key pillars: Do No Significant Harm (DNSH), Remedial Measures to Transition (RMT), and Minimum Social Safeguards (MSS). Attendees will learn to navigate the decision tree analysis, ensuring their organizations meet sustainability requirements while aligning with the Philippines’ Development Plan for CO2 footprint reduction. The program will also provide practical insights into applying the taxonomy to financial decision-making, risk assessment, and corporate sustainability initiatives.
Designed for board directors, key management officers, ESG practitioners, compliance officers, and sustainability leaders, this session fosters shift in global and local markets toward greener, more responsible investments.
Join us in this compliance training and take a proactive role in driving sustainable finance in the Philippines!
He is an international master trainer conducting quality training programs in Vietnam, Malaysia and the Philippines both for the private and public sectors.
He is an expert in sustainability, holding triple certifications that underscore his expertise in the field:
CSP - Certified Sustainability Professional (GRI Standard)
CSRP - Certified Sustainability Reporting Professional (ISSB Standard)
CSAP - Certified Sustainability Assurance Professional
He is a sought-after trainer with over 30 years of industry experience in Sustainability Management (ESG – Environment Social & Governance Sustainability Management Auditing - AA 1000, Sustainability Events Management), Business Continuity, Crisis Management, Enterprise Risk Management, Information Security Management and Quality & Productivity Management.
He is also an expert and seasoned practitioner for various management systems including ISO 21500, 21502, 9001, 10002, 14001, 18001, 22301, 31000, 20000, TS16949, 27001.
He is a former vice president, head of Total Quality Management, and chief risk officer of Megawide Corporation. In his four-year stint with the organization, he was also the designated coach and master trainer on various training programs for all front-line directors and project managers.
□ ALL Covered Entities under Bangko Sentral ng Pilipinas (BSP):
- Banks
- Quasi-banks
- Trust Entities
- Non-Stock Savings & Loans Associations
- Pawnshops
- Money Service Businesses
- Electronic Money Issuers
□ Covered Entities under Securities & Exchange Commission (SEC) such as:
- Publicly-listed Companies
- Public companies
- Registered issuers
□ ALL Covered Entities under Insurance Commission (IC):
- Insurance Companies
- Insurance & Reinsurance Brokers
- Mutual Benefit Associations
- General Agents
□ Anyone interested in the topic
1. Executive Summary
2. Glossary of Terms
3. The Philippine Context for Sustainable Finance
4. The Sustainable Finance Taxonomy Guideline
5. Assessment of Activities under the SFTG
6. Application of Sustainable Finance Taxonomy Guidelines
7. Appendix 1: Non-Exhaustive Laws for Minimum Social Safeguards
8. Appendix 2: Compilation of Guiding Questions for EOs and Essential Criteria
9. Appendix 3: Use Case on Climate Change Mitigation
10. Appendix 4: Use Case on Climate Change Adaption
11. Appendix 5: Examples of Industry Standards & Certifications and Verifications
12. Appendix 6: Non-Exhaustive list of potentially eligible projects OR activities for MSMEs
This training is based on recently issued regulations with the following details:
- Securities and Exchange Commission Memorandum Circular No. 5, Series of 2024 issued on February 23, 2024
- Bangko Sentral ng Pilipinas Memorandum Circular No. 1187 issued on February 21, 2024
- Insurance Commission in its capacity as part of the Financial Sector Forum (FSF), alongside SEC and BSP, in developing
and implementing the SFTG
Note: The lectures and discussions may not necessarily follow the sequence presented in the above course outline. The use of examples is intended to incorporate several principles together to effectively impart knowledge to the audience.
Contact Person: Ella Ferrer
Mobile Number 09688512347
Telefax: (+632) 8842-7148 or 59
Email: ella.cgbp@yahoo.com
