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CIDEF Accredited Course

(CDFA Membership Level)

Click here to register

 

Qualification Criterion

 

To be admitted to the program, an applicant MUST have either (a)  A minimum of honours (or 4-year degree), Postgraduate Diploma, Master's or MBA (excluding Master's in Development Finance)  in Finance, Accounting Economics, banking or insurance. Full internationally recognised assessment-based membership of professional bodies in Accounting, Finance, Banking, Insurance or Economics (e.g. CIMA, ACCA, CFA, Chartered Banker, Actuary etc.) will also be considered.

Course Aims

 

The aim of the course is to provide participants with an opportunity to understand the environment impact of investment and to quantify risk-return trade-offs. The course will achieve the following:

  • Provide students with conceptual frameworks and models to source, analyze and fund impact investments across asset classes and impact themes.
  • Introduce students to the theory of  impact investing, e.g. externalities, financial and social trade-offs, behavioral finance, market failures and blended value investing.
  • Introduce students to theories of change / impact evaluation frameworks and how these can be integrated into traditional risk and return models.
  • Analyse the effectiveness of the range of impact tools and tactics currently available to impact investors. These include direct and fund investments, guarantees and credit enhancements, the role of subsidy, screening and shareholder engagement.
  • Map impact investing opportunities against existing product offerings and explore the gaps. 
  • Understand the segmentation and distinct roles of specific impact investors: institutional (pension funds, foundations and endowments), corporations, public sector (multi-laterals, federal, state, local), high net-worth and family offices, and retail investors. Who are these investors and how do they approach investment decisions?
  • Explore the role of funds, fund managers and other intermediaries and vehicles in impact investing.
  • Identify impact investment structures and models.
  • Provide students the opportunity to create and structure new impact investment vehicles.
Course Overview

 

The fields of investment and environmental and social policy development have operated separately despite the fact that many challenges facing the world will require integrated solutions that can successfully combine the capital markets with policy objectives. Traditional models describing the interaction of the private and public sectors do not capture the complexity of how private investors, philanthropists, non-governmental institutions (NGOs) and the public sector are now working together. The course will address how capital markets, asset management and investment and commercial banking can be harnessed to create positive environmental and social impacts. This advanced certificate is ideal for professional bankers (working in the commercial, investment and central banking spaces), economists, accountants and insurance practitioners who want to acquire  the Chartered Development Finance Analyst (CDFA) status  from the Chartered Institute of Development Finance (www.globalcidef.com)

Session will Include

 

  • Introduction to Course and Concepts: The Case for Impact Investing from the Investor’s Prospective; Roles of Investors, Policymakers and Donors.
  • Theories of Change and Impact Evaluation: Integrating the Impact Investing Cycle and Risk within Investment Vehicles.
  • Environmental Finance: Eco-System Services, Real Assets & Water, Climate Change.
  • Understanding environmentally sustainable  trade contracts.
  • Theories of Development and Investing at the Base of the Pyramid.
  • Innovations in Impact Investing and market infrastructure.
  • Carbon footprinting and pricing under climate concerns.
  • Investing for Environmental  and Social  Impact in practice and case studies.
Who Should Attend

 

The course will be valuable to professionals in the following areas:
  • Development Finance Institutions
  • Development Finance Institutions
  • Commercial and Investment Bankers
  • Financial Advisors
  • Project Developers
  • Government/PPP Agencies
  • Public Sector Managers
  • Accountants/Taxation Advisers
  • Share Market Analysts/Brokers
  • Privatization Executives
  • Company Treasurers/Directors
  • Credit Committee Staff
  • Rating Agencies
  • Project Managers/Engineers
Value of Course

 

On successfully completing the course, each successful participant will receive an internationally accredited certificate of the Chartered Institute of Development Finance.  In addition, you will qualify as a Chartered Development Finance Analyst (CDFA) through a conversion process by completing 3 courses. See www.globalcidef.com for more information.

Assessment

 

Online Class Exam
 
60%
 
Individual Assignment
 
40%
Fees

 

USD 1500

Duration of Course

 

6 Contact days

 

CHARTERED INSTITUTE OF DEVELOPMENT FINANCE

CONTACT
Tel: +27 21-914 6778
Fax: +27 21-914 4438
cidef@globalcidef.com