The Green Finance Education Charter Toolkit - ensuring green finance expertise

  • 16 March 2021
  • Press release | News

12 leading financial professional bodies, led by our Chief Executive, Simon Thompson, in partnership with the Green Finance Institute, have today launched the Green Finance Education Charter Toolkit., as an open source initiative to help other countries develop similar models in an effort to build a harmonized, global approach to the skills and training necessary to ensure green finance becomes mainstream finance.

The Green Finance Education Charter was first announced in the UK’s Green Finance Strategy in July 2019 and was then established in June 2020. It brings together many of the world’s leading professional bodies for the first time, in a commitment to incorporating green and sustainable finance principles into the education and training programs of finance professionals worldwide.

The Charter is essential to facilitate the delivery of the UK Government’s policy objectives outlined in the Green Finance Strategy and the 10 Point Plan for a Green Industrial Revolution. Globally, as the UK looks ahead to hosting COP26 in November, it will also help to showcase the UK’s prominent position, as a global center for green finance, underpinned by world-leading talent.

Simon Thompson, Chief Executive, Chartered Banker Institute commenting on the launch of the new Toolkit said:

“To ensure every professional financial decision includes climate change, we must ensure every finance professional develops the expertise required to manage climate risks and identify the opportunities from the transition.  The UK’s world-leading professional bodies have key roles to play in establishing the standards, norms, values and practices to develop the capability and capacity of the finance sector globally.  We are delighted to be doing so in partnership with the Green Finance Institute and look forward to continuing to support the Institute’s mission and activities as we work together to mainstream green and sustainable finance.”


Financial services professional bodies interested in signing up to the Green Finance Education Charter should contact the Chartered Banker Institute:  [email protected]

Watch the video for more information on the Green Finance Education Charter 
Matthew Ball

Matthew Ball

Chartered Banker Institute | Head of Public Affairs, Policy & Communications


Matthew is responsible for leading the implementation of the Institute’s strategic and operational plans for public affairs, key stakeholder engagement and communications.

Matthew has over 25 years’ experience working as a senior Parliamentary/Political Affairs Professional with a wealth of skills across all areas of public affairs, joining the Institute in 2015 to help raise its profile, impact and influence. Matthew has worked for MPs, co-founded a public affairs agency and run think-tanks providing him with considerable knowledge of the operations of regulators and government. He is also an expert in the UK Parliamentary Process.

Matthew was Administrative Secretary to the All-Party Parliamentary Group for Building Societies and Financial Mutuals between 2003 and 2013 and immediately prior to working for the Institute, was Chief Executive of the financial services think-tank, New City Agenda.

Contact details
Email: [email protected]  Tel: 07720 684226
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