Expert Level • Advanced Structuring & Leadership

Certified Expert in Lending Instruments & Structuring

An advanced certification for professionals with 5+ years of experience who work on complex sustainable finance transactions. Deepen your capability across advanced green/social structuring, sophisticated SLL/SLB design, transition finance, blended finance structures, taxonomy and disclosure navigation, external review/assurance, portfolio strategy, innovation, and a capstone assessment aligned to real-world deal leadership.

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Advanced Deal Structuring
Multi-tranche and hybrid structures, complex allocations, transition finance, and blended/catalytic capital models.
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Taxonomy & Assurance
Apply taxonomies and disclosures across regions, design audit-ready external review workflows, and manage verification.
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Portfolio Strategy & Leadership
Portfolio-level impact aggregation, internal pricing/risk controls, client advisory & origination, and strategic leadership.

What you will learn

Lead Complex Structuring
& Advanced Sustainable Finance

In Certified Expert in Lending Instruments & Structuring, you’ll build advanced capability to lead high-stakes transactions and program decisions. This Expert-level course goes beyond execution into sophisticated structuring, governance and assurance, portfolio strategy, and innovation — so you can design credible, investment-grade sustainable finance solutions at scale.

  • Structure complex green, social, and sustainability-linked transactions with stronger commercial and impact logic.
  • Design robust KPI/SPT architectures, incentives, and monitoring plans that stand up to scrutiny and verification.
  • Apply advanced risk thinking (climate, transition, reputational, and governance) across credit and portfolio decisions.
  • Navigate taxonomy/disclosure expectations and strengthen assurance readiness for audits and external review.
  • Build scalable lending programs and portfolio-level impact reporting aligned to strategic ESG priorities.
  • Drive innovation in sustainable finance structuring and strengthen your ability to advise stakeholders and leadership.
Professionals reviewing sustainable finance structuring, risk, and portfolio performance data

There are 13 modules in this course

Certified Expert in Lending Instruments & Structuring is an advanced, practitioner-to-leader program for professionals working on complex sustainable finance transactions. It deepens structuring capability across advanced green/social instruments, sophisticated SLL/SLB design, transition finance, blended structures, sovereign instruments, taxonomy navigation, external review/assurance, portfolio strategy, innovation, origination, and leadership—ending with a capstone and expert assessment.

Advanced Green & Social Instrument Structuring
Module 1  •  7 topics
Module details

Master advanced structuring techniques for green/social instruments—complex allocations, multi-tranche facilities, portfolio approaches, and nuanced eligibility interpretation.

What's included
7 topics
7 topics
• Advanced coverage
  • Multi-tranche green/social loan structures
  • Hybrid instruments (green + social combined)
  • Complex use-of-proceeds allocation methodologies
  • Advanced eligible category interpretation (edge cases, emerging technologies)
  • Portfolio approach to green/social lending programs
  • Refinancing vs. new project financing considerations
  • Case studies: Complex corporate green loan facilities, development bank social portfolios
Sustainability-Linked Instruments - Advanced Design
Module 2  •  8 topics
Module details

Design sophisticated SLL/SLB structures with robust KPI/SPT logic, pricing mechanics, recalibration triggers, and deep alignment to corporate strategy and disclosures.

What's included
8 topics
8 topics
• Advanced coverage
  • Advanced KPI selection methodologies for complex organizations
  • Multi-KPI frameworks and weighting strategies
  • SPT calibration using sector pathways and science-based targets
  • Materiality assessment for conglomerates and diversified businesses
  • Ratchet mechanisms and multi-step pricing adjustments
  • Fallback provisions and recalibration triggers
  • Integration with corporate sustainability strategy and CDP/TCFD disclosures
  • Case studies: Multi-KPI SLL for conglomerates, SLB with complex step-up structures
Transition Finance - Structuring for Hard-to-Abate Sectors
Module 3  •  8 topics
Module details

Structure credible transition instruments for high-emitting sectors—grounded in recognized frameworks, decarbonization pathways, stakeholder engagement, and greenwashing risk controls.

What's included
8 topics
8 topics
• Advanced coverage
  • Transition finance principles and frameworks (ICMA, Climate Bonds Initiative)
  • Structuring transition instruments for oil & gas, steel, cement, aviation, shipping
  • Credible transition plan assessment and validation
  • KPI/SPT setting for decarbonization pathways
  • Amber/transition activity classification in taxonomies
  • Managing greenwashing risks in transition finance
  • Stakeholder engagement strategies for controversial sectors
  • Case studies: Transition bonds for utilities, oil majors' sustainability-linked facilities
Blended Finance & Catalytic Capital Structures
Module 4  •  8 topics
Module details

Learn how to mobilize private capital using concessional layers, guarantees, and DFI participation—building investable structures for SDG-aligned projects and impact funds.

What's included
8 topics
8 topics
• Advanced coverage
  • Blended finance definitions, objectives, and market landscape
  • Structuring public-private partnerships (PPPs) for sustainable projects
  • Concessional finance layers and risk-sharing mechanisms
  • First-loss tranches, guarantees, and credit enhancement structures
  • Development finance institutions (DFI) participation models
  • Mobilizing private capital for SDG-aligned projects
  • Impact fund structures (Bamboo Capital model, microfinance hybrids)
  • Case studies: IFC blended structures, Green Climate Fund projects
Sovereign & Supranational Sustainable Debt
Module 5  •  7 topics
Module details

Navigate sovereign and supranational sustainable debt—framework design, governance, regulatory alignment, and how ESG ratings can influence pricing.

What's included
7 topics
7 topics
• Advanced coverage
  • Sovereign green/social/sustainability bond frameworks
  • National eligibility criteria and governance structures
  • Sovereign sustainability-linked bonds (emerging instrument)
  • Supranational issuers (World Bank, ADB, EIB) and their role
  • Cross-border regulatory alignment challenges
  • Sovereign ESG ratings and their impact on pricing
  • Case studies: Singapore Green Bond Framework, ASEAN Sustainability Bond Standards, EU Green Bond Standard
Sustainable Trade Finance & Supply Chain Instruments
Module 6  •  7 topics
Module details

Apply sustainability linkages to trade and supply chain finance—from Scope 3 supplier engagement to green verification platforms and ECA facilities.

What's included
7 topics
7 topics
• Advanced coverage
  • Sustainability-linked supply chain finance programs
  • Green letters of credit and documentary collections
  • Commodity trade finance with ESG linkage
  • Scope 3 financing and supplier engagement strategies
  • Structured trade finance for renewable energy projects
  • Export credit agency (ECA) green facilities
  • Technology platforms for sustainable trade verification (plus case examples)
Advanced Taxonomy Application & Regulatory Navigation
Module 7  •  8 topics
Module details

Confidently apply multiple taxonomies and disclosure regimes—EU, Singapore, China—while meeting DNSH and substantial contribution thresholds across sectors.

What's included
8 topics
8 topics
• Advanced coverage
  • Deep-dive: EU Taxonomy Technical Screening Criteria
  • Singapore-Asia Taxonomy implementation challenges
  • Multi-taxonomy compliance strategies (EU + Singapore + China)
  • Do No Significant Harm (DNSH) assessments
  • Substantial Contribution thresholds across sectors
  • Navigating transition activities and enabling activities classification
  • Climate Bonds Standard sector-specific criteria
  • Regulatory disclosure requirements (SFDR, MAS Guidelines, TCFD, ISSB)
External Review & Assurance - Advanced Topics
Module 8  •  8 topics
Module details

Build audit-ready external review workflows—SPO scoping, assurance choices, evidence standards, remediation protocols, and provider management.

What's included
8 topics
8 topics
• Advanced coverage
  • Structuring Second Party Opinion (SPO) engagements
  • Managing conflicts of interest in internal vs. external reviews
  • Verification vs. certification vs. rating - when to use each
  • Post-issuance verification and annual reporting reviews
  • Data integrity requirements for KPI/SPT monitoring
  • Audit trail standards and evidence documentation
  • Handling SPT misses and remediation protocols
  • Selecting and managing external review providers
Portfolio Management & Sustainability Strategy
Module 9  •  8 topics
Module details

Translate instruments into a durable portfolio strategy—impact aggregation, allocation, internal pricing, risk controls, and stakeholder reporting aligned to net-zero pathways.

What's included
8 topics
8 topics
• Advanced coverage
  • Building a sustainable lending portfolio strategy
  • Portfolio-level impact measurement and aggregation
  • Balancing commercial objectives with sustainability mandates
  • Sector allocation strategies aligned with net-zero pathways
  • Managing concentration risks in sustainable portfolios
  • Internal pricing and capital allocation for ESG instruments
  • Stakeholder reporting at portfolio level (GRESB, PRI, CDP)
  • Case studies: Bank portfolio transformation strategies
Innovation & Emerging Instruments
Module 10  •  8 topics
Module details

Explore what’s next—nature, oceans, circularity, just transition, debt swaps, ESG derivatives, tokenization, and AI-enabled ESG data verification.

What's included
8 topics
8 topics
• Advanced coverage
  • Biodiversity-linked instruments (nature-based solutions)
  • Blue bonds and ocean finance
  • Circular economy-linked finance
  • Just transition instruments and social equity considerations
  • Debt-for-nature swaps and sovereign sustainability restructuring
  • ESG derivatives and emissions trading linkages
  • Tokenization and blockchain for sustainable finance
  • AI and technology in ESG data collection and verification
Client Advisory & Deal Origination
Module 11  •  6 topics
Module details

Learn how to win mandates—instrument selection, pitch materials, negotiation, monitoring cadence, and reputational risk management, with cross-functional collaboration.

What's included
6 topics
6 topics
• Advanced coverage
  • Advising corporates on instrument selection (bond vs. loan, green vs. SLL)
  • Structuring pitch books and framework proposals
  • Negotiating ESG-linked pricing margins and step-ups/step-downs
  • Managing borrower relationships through KPI/SPT monitoring periods
  • Handling greenwashing allegations and reputational risk
  • Cross-functional collaboration (legal, risk, sustainability, investor relations)
Strategic Leadership in Sustainable Finance
Module 12  •  7 topics
Module details

Build leadership capability—team design, policies and governance, thought leadership, innovation steering, and balancing profitability with impact.

What's included
7 topics
7 topics
• Advanced coverage
  • Building and managing sustainable finance teams
  • Developing organizational sustainable finance policies
  • Governance models for sustainable finance programs (GBSC model)
  • Industry engagement and thought leadership (speaking, publishing)
  • Driving innovation within financial institutions
  • Balancing profitability and impact
  • Future-proofing sustainable finance capabilities
Capstone Project & Expert Assessment
Module 13  •  2 items
Module details

Demonstrate end-to-end structuring competence through a practical challenge and a comprehensive final quiz.

What's included
2 items
2 items
• Final assessment
  • Real-world structuring challenge
  • Final quiz: 50 questions covering all modules
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Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it with your team and use it to support role progression into senior structuring, risk, portfolio, or advisory responsibilities.

What senior professionals say about this Expert program

Ananya S.
Vice President, Structured Finance (Banking)

“The value for me was the advanced structuring depth. The modules on transition finance, multi-tranche facilities, and external review readiness helped us tighten governance on term sheets and reporting commitments. This is built for real deal work, not theory.”

Rohit M.
Head of ESG Risk & Policy, NBFC

“Clear linkage between standards and credit decisioning. The taxonomy/DNSH angle and assurance workflow guidance were especially useful. We used the content to improve internal policy, borrower covenants, and KPI/SPT governance for sustainability-linked instruments.”

Meera P.
Portfolio Manager, Sustainable Finance

“This program goes beyond instruments — it covers portfolio strategy and how to aggregate impact and risk at book level. The sections on external review, monitoring cadence, and remediation planning made it easier to build audit-ready processes for ongoing reporting.”

Kunal R.
Investment Director, Climate & Blended Finance

“The blended/catalytic capital and sovereign instruments coverage is strong. The case-based approach helped my team evaluate structures faster and ask better diligence questions on verification, allocation, and impact credibility. A solid expert-level credential.”

Frequently asked questions

What is “Certified Expert in Lending Instruments & Structuring” about?

This expert-level program focuses on how sustainable and ESG-linked lending instruments are structured, governed, and defended in real transactions.

You’ll go beyond basics into advanced instrument design, KPI/SPT governance, taxonomy and DNSH logic, transition finance, blended structures, external review readiness, and portfolio-level impact and risk management.

Who is this program best suited for?

It’s ideal for professionals who already work on lending, structuring, credit/risk, ESG/sustainability, corporate treasury, DFI transactions, or sustainable finance strategy.

If you review term sheets, design ESG-linked products, run governance and reporting, or need to evaluate instrument credibility and audit readiness—this program is designed for you.

Do I need prior ESG or green finance experience?

A finance/lending background is recommended. ESG experience helps, but the program provides structured frameworks to connect instruments, risk, standards, governance, and reporting.

If you can read term sheets and understand credit fundamentals, you’ll be able to follow and apply the expert-level content.

What makes this “Expert” compared to a practitioner-level course?

The expert track focuses on structuring depth—complex instrument features, multi-KPI frameworks, SPT calibration, fallback and remediation logic, transition finance considerations, and audit-ready evidence.

You’ll learn how to defend decisions under scrutiny from risk, compliance, investors, and external reviewers.

Will I learn how to design strong KPIs and SPTs for sustainability-linked structures?

Yes. You’ll learn advanced KPI/SPT selection logic, calibration approaches, monitoring cadence, step-up/step-down mechanics, and how to handle misses or recalibration triggers.

The focus is on building structures that are measurable, credible, and aligned with material ESG outcomes.

Does the program cover taxonomy, DNSH checks, and credibility assessment?

Yes. You’ll learn how taxonomy logic and “Do No Significant Harm” concepts influence eligibility, documentation, and disclosure expectations.

You’ll also learn practical credibility checks to reduce greenwashing risk and improve decision transparency.

Will this help with audit readiness, external reviews, and assurance workflows?

Yes. The program addresses audit trails, evidence standards, external review preparation (e.g., SPO and verification workflows), and practical documentation discipline.

This is especially useful for teams building repeatable processes across multiple deals or portfolios.

Is this relevant for banks/NBFCs, DFIs, and corporate treasury teams?

Yes. Instruments and governance concepts apply across banks, NBFCs, DFIs, corporates, advisors, and investors.

You’ll learn how lenders structure, how borrowers respond, and how stakeholders evaluate credibility and performance.

Is the program self-paced, and how long does it take?

Yes, it’s self-paced. You can complete it based on your schedule and revisit modules anytime when working on live transactions.

Many learners complete it over 1–3 weeks depending on pace and how deeply they apply tools and frameworks.

Will I receive a certificate of completion?

Yes. After completing the program requirements, you’ll receive a digital certificate you can add to your LinkedIn profile, resume, or professional portfolio.

Can my company enroll a team or request a customised program?

Yes. Organisations often enroll structuring, credit, risk, ESG, and product teams together to build consistent evaluation standards and governance.

For group enrollments or customised delivery, contact us and we’ll share available options.