Master / Coach Certification Program

Certified Master/Coach in Lending Instruments & Structuring

Built for senior practitioners shaping markets, designing sustainable finance frameworks, structuring cross-border instruments, defending integrity, and leading transformation—while coaching teams and building capability across organizations.

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Market-Shaping Leadership
Influence standards, publish thought leadership, and steer sustainable finance strategy at enterprise scale.
🌍
Cross-Border Structuring
Design complex instruments with governance, integrity controls, and multi-jurisdiction alignment.
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Coaching & Transformation
Build centers of excellence, mentor practitioners, and scale capability through training and advisory.

What you will learn

Lead & Coach
Lending Structuring Excellence

In Certified Master/Coach in Lending Instruments & Structuring, you’ll develop advanced, practitioner-level capability to structure complex instruments, set governance and integrity controls, guide cross-functional teams, and coach others to deliver audit-ready, credible outcomes.

  • Structure advanced lending instruments and multi-layer facilities with clear commercial and risk logic.
  • Design KPI/SPT architectures and monitoring approaches that stand up to scrutiny.
  • Build governance, documentation, and assurance readiness to reduce integrity and reputational risk.
  • Navigate multi-jurisdiction standards and frameworks for cross-border programs and portfolio reporting.
  • Coach teams on structuring decisions, review work products, and standardize best practices.
  • Lead capability-building—create playbooks, run internal academies, and mentor practitioners.
Senior professionals collaborating on lending structuring strategy, governance, and coaching

There are 11 modules in this course

Certified Master/Coach in Lending Instruments & Structuring is designed for senior practitioners and internal trainers who need to lead complex structuring work, coach teams, and build organization-wide capability. You’ll cover market-shaping strategy, framework advisory, advanced risk and opportunity assessment, cross-border structuring, technology enablement, and coaching—ending with a capstone and final certification assessment.

Market-Shaping Strategy & Thought Leadership
Module 1  •  6 topics
Module details

Learn how senior practitioners shape sustainable finance markets—through policy intelligence, standards influence, publishing, public speaking, partnerships, and practitioner-ready teaching materials.

What's included
6 topics
6 topics
• Strategic influence
  • Analyzing global sustainable finance policy landscape and anticipating regulatory shifts
  • Influencing industry standards development (LMA, ICMA working groups)
  • Publishing thought leadership and research papers
  • Speaking at industry conferences and advising policymakers
  • Building strategic partnerships with taxonomies bodies, NGOs, and standard-setters
  • Case teaching: Developing training materials and case studies for practitioners
Masterclass - Framework Development & Advisory
Module 2  •  6 topics
Module details

Build and advise on sustainable finance frameworks at enterprise and national level—covering governance, consultation, first-of-kind structuring, external review complexity, and independent quality assurance.

What's included
6 topics
6 topics
• Masterclass
  • Designing enterprise-wide sustainable finance frameworks for financial institutions
  • Advising sovereigns on national green bond framework development
  • Structuring first-of-kind instruments and establishing market precedents
  • Multi-stakeholder consultation processes and governance design
  • Managing complex external review and rating agency processes
  • Quality assurance and independent review of other practitioners' work
Advanced Risk & Opportunity Assessment
Module 3  •  7 topics
Module details

Apply advanced climate and nature risk methods to lending and portfolios—scenario analysis, stress testing, stranded asset risk, opportunity mapping, and board-level reporting implications.

What's included
7 topics
7 topics
• Risk + opportunity
  • Climate scenario analysis integration into credit decisioning (NGFS scenarios)
  • Physical vs. transition risk quantification methodologies
  • Stranded asset risk assessment across sectors
  • Opportunity mapping using climate solutions taxonomies
  • Portfolio stress testing for climate and nature-related risks
  • Board-level ESG risk reporting and capital adequacy implications
  • Integrating TNFD (Taskforce on Nature-related Financial Disclosures) into lending
Structuring for Systemic Impact
Module 4  •  7 topics
Module details

Design scalable programs and financing architectures that create markets—covering MDB/development bank approaches, de-risking, ecosystem building, and SDG-aligned impact at scale.

What's included
7 topics
7 topics
• Systemic impact
  • Designing national/regional sustainable finance programs
  • Development bank and MDB financing architecture
  • Crowding-in strategies and market creation interventions
  • Policy-linked financing and results-based structures
  • Green credit guarantee schemes and de-risking facilities
  • Building sustainable finance ecosystems (capacity, regulation, markets)
  • SDG alignment and impact investing at scale
Conflict Resolution, Ethics & Greenwashing Defense
Module 5  •  7 topics
Module details

Build credibility under scrutiny—manage greenwashing risks, navigate ethical trade-offs in transition finance, handle NGO challenges, and prepare crisis responses when targets or projects fail.

What's included
7 topics
7 topics
• Integrity + defense
  • Identifying and managing greenwashing risks proactively
  • Responding to NGO challenges and public criticism
  • Navigating conflicts between financial performance and sustainability claims
  • Ethical dilemmas in transition finance and controversial sectors
  • Building credibility through transparency and disclosure
  • Crisis management when SPTs are missed or projects fail
  • Stakeholder engagement strategies for contentious deals
Cross-Border & Multi-Jurisdiction Structuring
Module 6  •  6 topics
Module details

Structure instruments across borders—navigate taxonomy conflicts, listing strategies, legal and regulatory risks, transfer pricing considerations, and cross-cultural execution realities.

What's included
6 topics
6 topics
• Cross-border execution
  • Navigating conflicting taxonomy requirements (EU vs. Singapore vs. China)
  • Structuring for dual/triple listing (SGX + HKEX + LSE)
  • Managing currency, political, and regulatory risks in emerging markets
  • International legal frameworks for sustainable finance
  • Transfer pricing and profit allocation in sustainability-linked structures
  • Cultural considerations in ESG integration across regions
Technology, Data & Digital Transformation
Module 7  •  7 topics
Module details

Build the data and technology backbone for scalable sustainable finance—platform design, AI/ML monitoring, blockchain traceability, real-time verification, integrations, and security/privacy.

What's included
7 topics
7 topics
• Digital capability
  • Building ESG data platforms and infrastructure
  • AI/ML applications in KPI monitoring and impact forecasting
  • Blockchain for transparency and traceability in green bonds
  • Satellite imagery and IoT for real-time impact verification
  • API integration with sustainability rating platforms
  • Cybersecurity and data privacy in ESG disclosures
  • Scaling sustainable finance through fintech partnerships
Coaching & Talent Development
Module 8  •  6 topics
Module details

Build sustainable finance capability in organizations—design training for different seniority levels, coach teams, mentor practitioners, create centers of excellence, and institutionalize knowledge.

What's included
6 topics
6 topics
• People + capability
  • Adult learning principles for sustainable finance education
  • Designing training curricula for different seniority levels
  • Coaching techniques for deal teams and junior practitioners
  • Managing and mentoring sustainable finance teams
  • Building centers of excellence within organizations
  • Knowledge management and institutional memory preservation
  • Creating communities of practice and peer learning networks
Business Model Innovation in Sustainable Finance
Module 9  •  6 topics
Module details

Create scalable advisory and product models—pricing, productization, partnerships, boutique building, climate fintech venture models, and philanthropic/market-building funding strategies.

What's included
6 topics
6 topics
• Commercial strategy
  • Developing new fee structures and revenue models for sustainable finance advisory
  • Productizing sustainable finance solutions for scale
  • Partnership models (banks, consultancies, tech providers, impact investors)
  • Building sustainable finance boutique advisory firms
  • Corporate venture building in climate fintech
  • Non-profit and philanthropic funding models for market-building activities
Masterclass Capstone - Industry Transformation Project
Module 10  •  1 item
Module details

Apply everything: design a transformational initiative for the sustainable finance industry with a clear pathway for execution, governance, stakeholder alignment, and measurable outcomes.

What's included
1 item
1 item
• Capstone
  • Design a transformational initiative for the sustainable finance industry
Final Assessment & Certification
Module 11  •  1 item
Module details

Validate mastery through a final assessment that tests advanced judgement, structuring logic, governance, risk, and integrity controls across the full program.

What's included
1 item
1 item
• Final assessment
  • Final Quiz
🎓
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

What leaders say about this Master/Coach program in Lending Instruments & Structuring

Ananya S.
Head of Credit, Commercial Banking

“This program sharpened my structuring judgement. The market-shaping and framework advisory modules helped me standardize how our teams define eligibility, governance, and documentation. I now use the checklists and coaching approach to review deals faster—without losing rigor.”

Rohit M.
ESG Program Lead, NBFC

“The best part was how it connects strategy to execution. Cross-border structuring, integrity controls, and external review expectations were explained in a way I could translate into internal policy and training. It’s ideal for anyone building a center of excellence.”

Meera P.
Senior Risk Manager, Sustainable Finance

“The advanced risk and opportunity assessment module is outstanding. Scenario thinking, board-level reporting implications, and practical controls for greenwashing defense made it immediately useful for portfolio reviews and credit committees.”

Kunal R.
Director, Structured Finance & Advisory

“Clear, structured, and built for senior practitioners. The technology and digital transformation pieces helped me think about data readiness and monitoring at scale. The capstone also pushes you to design a real transformation initiative—not just complete theory.”

Frequently asked questions

What is “Certified Master/Coach in Lending Instruments & Structuring” about?

This Master/Coach program is built for senior lending, credit, risk, treasury, ESG, and structuring professionals who want to lead programs—not just understand instruments.

You’ll strengthen judgement in framework development, cross-border structuring, advanced risk and opportunity assessment, governance, integrity controls, and how to coach teams for consistent, audit-ready execution.

Who should take this program?

It’s ideal for senior practitioners and leaders in banking/NBFCs, DFIs, advisory, corporate treasury, and structured finance—especially those responsible for designing frameworks, reviewing deals, or building internal capability.

If you lead a sustainable/transition finance initiative or run a lending/ESG center of excellence, this program fits well.

Do I need to complete an “Expert” or “Advanced” program first?

Not mandatory, but recommended if you are new to sustainability/ESG-linked instruments.

This Master/Coach level assumes you’re comfortable with lending fundamentals and want to deepen strategic, governance, and cross-functional leadership skills.

Is the program practical or mostly theory?

It’s practical and designed for real-world decision-making. You’ll work through frameworks, governance, integrity controls, advanced risk methods, and structuring trade-offs that show up in credit committees and program rollouts.

The capstone pushes you to design a transformation initiative with a clear execution pathway.

Will this help with audit readiness and defending integrity (greenwashing risk)?

Yes. A key focus is building credibility under scrutiny—through strong governance, documentation, transparent metrics, and clear stakeholder communication.

You’ll also learn how to respond when targets are missed, projects fail, or external stakeholders challenge claims.

Does it cover cross-border and multi-jurisdiction structuring?

Yes. The program includes multi-jurisdiction execution realities—taxonomy differences, legal/regulatory considerations, listing strategies, and operating across regions with consistent governance.

How long does it take to complete the program?

It’s self-paced. Many professionals complete it within 1–3 weeks depending on schedule, and revisit key modules while implementing frameworks or coaching teams.

Is the program self-paced?

Yes. All lessons are online and accessible anytime. You can pause, revisit modules, and continue exactly where you left off.

Will I receive a certificate?

Yes. After completing the program and final assessment, you’ll receive a digital certificate you can add to your LinkedIn profile, resume, or CV.

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

Yes. Organizations often enroll senior lending, risk, ESG, treasury, and structuring teams together to align on frameworks, governance, and consistent decision-making.

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