This course is for:

  • Private wealth relationship managers and Advisors, especially those who are increasing their coverage of Next generation clients.

  • Family office CIOs and investment teams

  • Financial professionals interested to pivot their careers.

Course curriculum

    1. On-demand 60-min Lesson

    2. If you require a Certificate for CPT

    3. Introduction to Sustainable Finance Quiz

    4. Course Survey

About this course

  • $650.00
  • 1 hour of video content

Your Instructors

Dr. Falko Paetzold

Assistant Professor, Social Finance, EBS University

Falko Paetzold is Assistant Professor in Social Finance at EBS University and the Initiator and Director of the first university unit focused on the intersection of sustainability and private wealth, the Center for Sustainable Finance and Private Wealth (CSP) at University of Zurich. The Center is a spin-off from the Impact Investing for the Next Generation program for owners of private wealth that he co-initiated when he was a Fellow at the Initiative for Responsible Investment at Harvard University. Falko was a sustainability analyst at Bank Vontobel AG in Zurich, and advised banks and family offices as a partner with the Contrast Capital consultancy. He founded the network GreenBuzz that enables intra-preneurs to drive sustainability in their firms. Falko holds a PhD from University of Zurich and an MBA from University of St. Gallen (HSG) in Switzerland. During and after his PhD he was a researcher at ETH Zurich, Fellow at Harvard University, and Post-Doc at MIT Sloan. Falko holds advisory board roles at the Swiss Association of Wealth Managers, the fintech start-up INYOVA AG, the foundation for music schools Zurich, the asset manager ACATIS Fair Value, and the sustainability-intrapreneur community GreenBuzz Zurich.

Katy Yung

Managing Partner, Sustainable Finance Initiative

Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi), advising and supporting family offices and investors on their sustainable and impact journeys. Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital). Katy remains as consultant to RS Group. Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and a member of the Global Shapers Community, an initiative of the World Economic Forum. She graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.

Get started on your sustainable finance career