The EU Taxonomy is one of the most important ESG regulations introduced in 2020 by the European commission. It is a cornerstone of the EU's sustainable finance framework and an important market transparency tool, helping direct investments to the economic activities most needed for the transition, in line with the EU European Green Deal objectives.

EU Taxonomy is a European classification system of environmentally sustainable economic activities. It determines science-based criteria that have to be met by businesses in order to call their operations green. The regulation also requires corporations and financial institutions to disclose a portion of their revenue, expenses, investments and assets that are aligned with the EU Taxonomy.

In this course, we will talk about the history and purpose of green taxonomies, the global developments with the main focus on the EU taxonomy. We will briefly talk about key EU sustainability regulations which are interlinked with the taxonomy regulation, including NFRD, SFDR and CSRD, and discuss why sustainable taxonomy is important for the green transition and how it is designed and used. We will look at taxonomy-related terminology, including eligible, aligned, transitional and enabling economic activities, go through the core reporting requirements of the non-financial corporations, including Turnover, CapEx and OpeEx KPIs. We will examine the main disclosures of credit institutions, and calculate Green Asset Ratios (GAR) using Turnover and CapEx approaches. You will learn about key performance indicators that investment firms, asset managers and insurance companies have to calculate and report under the EU Taxonomy. We will also talk about the benefits of the EU Taxonomy regulation compliance and challenges of reporting implementation.

The course has been designed on the request of the students who wanted to see more technical details with regards to preparation of reports. So for this course we have a fantastic guest speaker and the technical expert in ESG reporting - Anastasia Kuznetsova, who will take us through the technical side of calculating EU Taxonomy KPIs and filling in reporting templates for non-financial corporations, credit institutions, asset managers, investment firms, and insurance and reinsurance companies.

Student Reviews

What you will learn

  • Learn about the purpose of green taxonomies and the latest global developments

  • Understand how the EU taxonomy fits within EU sustainability regulations

  • Discover the challenges and benefits of compliance with EU Taxonomy Regulation

  • Discover the impact of EU Taxonomy on non-EU companies

  • Learn how to calculate EU taxonomy KPIs and fill in reporting templates for non-financial corporations and financial institutions

Course curriculum

    1. Welcome to the course and our guest speaker

      FREE PREVIEW

    2. Before we start

    3. What to expect and course objectives

      FREE PREVIEW

    1. Green Taxonomies Definition, History and Purpose

    2. Green Taxonomies Typical Structure and Limitations

    3. The Global Landscape of Green and Sustainable Taxonomies and Potential for Alignment

    1. EU Sustainable Finance Regulatory Approach and Role of EU Taxonomy

      FREE PREVIEW

    2. Sustainable Finance Disclosure Regulation (SFDR)

    3. Non-Financial Reporting Directive (NFRD) and Corporate Sustainability Reporting Directive (CSRD)

    4. EU Taxonomy - Entities in Scope

    5. Interrelationship between CSRD, SFDR and EU Taxonomy and Impact on other regulations

    6. EU Taxonomy Basics: Eligibility, Alignment and Minimum Safeguards

    1. Challenges of EU Taxonomy Implementation for Corporates and Key Financial Terms

    2. EU Taxonomy Disclosure Requirements for Non-Financial Corporations

      FREE PREVIEW

    3. Non-Financial Corporations - Turnover KPIs

    4. Non-Financial Corporations - CapEx and OpEx KPIs

    5. Benefits of EU Taxonomy and why non-EU companies should consider voluntary reporting

    1. Challenges in EY Taxonomy Implementation for Financial Services

    2. Credit Institutions - Turnover and CapEx based KPIs for Banking Book

    3. Credit Institutions - Practical Example of Green Asset Ratio (GAR) calculation

    4. Asset Manager - Turnover and CapEx KPIs

    5. Asset Managers - Practical Example of Taxonomy KPIs calculation

    6. Investment firms EU Taxonomy Disclosures

    7. Insurance and Reinsurance Companies EU Taxonomy Disclosures

    8. Benefits of EU Taxonomy reporting for Financial Institutions and Conclusion

    1. Handout slides for the course

    2. File with practice calculations used in the course

    3. Additional resources with links

    4. Before you go, and thank you!

About this course

  • £39.99
  • 29 lessons
  • 2.5 hours of video content

This course is for:

  • Financial and ESG Professionals involved in preparation of the EU Taxonomy reports

  • Financial analysts and other financial services professionals who work with green taxonomies for their financial analysis and investment strategy

  • Corporate Executives, including leaders and sustainability officers aiming to integrate green taxonomies into business strategy and reporting

  • Management consultants and software providers who guide companies on compliance and sustainability strategies

  • Policy Makers and Regulators who are developing taxonomies for their countries or regions or working on the alignment of taxonomies

  • Individuals seeking employment in sustainability/ESG reporting

  • Anyone interested in sustainable and green finance, sustainable development, ESG regulations, and EU developments in green transition