Assessment Framework#
Assessment templates and rubrics for competency-based evaluation in the GREEN FINANCE micro-credential.
Assessment Philosophy#
Competency-Based Approach#
The micro-credential uses competency-based assessment to ensure graduates demonstrate:
- Knowledge: Understanding of green finance concepts
- Skills: Ability to analyze and apply frameworks
- Application: Practical problem-solving capability
Assessment Mix#
| Type | Weight | Purpose |
|---|---|---|
| Quizzes | 20% | Knowledge verification |
| Assignments | 40% | Skill application |
| Projects | 40% | Integrated competency |
Assessments by Module#
Module 1: Foundations#
| Assessment | Type | Description |
|---|---|---|
| Taxonomy Quiz | Quiz | 20 MCQ on green finance definitions and frameworks |
| Stakeholder Map | Assignment | Map green finance ecosystem for chosen country |
| SDG Alignment Analysis | Project | Analyze financial product SDG contribution |
Module 2: ESG Integration#
| Assessment | Type | Description |
|---|---|---|
| ESG Concepts Quiz | Quiz | 25 MCQ on ESG factors and ratings |
| Rating Comparison | Assignment | Compare ESG ratings from 3 providers for 5 companies |
| Portfolio Construction | Project | Build ESG-integrated portfolio with justification |
Module 3: Climate Risk#
| Assessment | Type | Description |
|---|---|---|
| TCFD Quiz | Quiz | 20 MCQ on TCFD framework and disclosure |
| Scenario Analysis | Assignment | Conduct scenario analysis for company/sector |
| Climate Stress Test | Project | Design stress test methodology for bank portfolio |
Module 4: Green Instruments#
| Assessment | Type | Description |
|---|---|---|
| Products Quiz | Quiz | 25 MCQ on green financial instruments |
| Bond Framework Review | Assignment | Analyze green bond framework for compliance |
| SLB Structuring | Project | Design SLB with KPIs and SPTs |
Module 5: Policy#
| Assessment | Type | Description |
|---|---|---|
| Regulation Quiz | Quiz | 20 MCQ on EU and ASEAN regulations |
| Taxonomy Exercise | Assignment | Apply taxonomy criteria to economic activities |
| Disclosure Preparation | Project | Prepare SFDR-style product disclosure |
Rubric Templates#
Project Rubric (General)#
| Criterion | Excellent (4) | Good (3) | Satisfactory (2) | Needs Work (1) |
|---|---|---|---|---|
| Understanding | Demonstrates deep understanding of concepts | Good grasp of main concepts | Basic understanding | Significant gaps |
| Analysis | Thorough, insightful analysis | Solid analysis with some depth | Adequate analysis | Superficial analysis |
| Application | Excellent practical application | Good application to context | Basic application | Limited application |
| Communication | Clear, professional presentation | Well-organized presentation | Adequate presentation | Unclear presentation |
| Evidence | Strong use of data and sources | Good supporting evidence | Some evidence provided | Weak evidence |
Portfolio Project Rubric (Module 2)#
| Criterion | Weight | Excellent | Good | Satisfactory | Needs Work |
|---|---|---|---|---|---|
| ESG Data Quality | 20% | Multiple sources, verified | Good sources | Adequate data | Limited data |
| Screening Rationale | 25% | Clear, justified criteria | Good justification | Basic rationale | Weak rationale |
| Portfolio Construction | 25% | Optimal ESG/return balance | Good balance | Adequate | Imbalanced |
| Risk Analysis | 15% | Comprehensive risk assessment | Good analysis | Basic analysis | Limited |
| Presentation | 15% | Professional quality | Well-organized | Adequate | Needs work |
Competency Checklist#
Module Completion Checklist#
Module 1: Foundations
- Can define green finance and distinguish from conventional finance
- Can explain SDG-finance relationships
- Can compare EU and ASEAN regulatory approaches
- Can identify key stakeholders in green finance ecosystem
Module 2: ESG Integration
- Can explain ESG framework and three pillars
- Can compare ESG rating methodologies
- Can apply screening strategies
- Can identify greenwashing risks
Module 3: Climate Risk
- Can classify climate-related financial risks
- Can apply TCFD framework
- Can conduct scenario analysis
- Can calculate carbon metrics
Module 4: Green Instruments
- Can structure green bond issuance
- Can design sustainability-linked financing
- Can evaluate blended finance structures
- Can explain carbon market mechanisms
Module 5: Policy
- Can navigate EU Sustainable Finance framework
- Can apply EU Taxonomy criteria
- Can prepare sustainability disclosures
- Can compare jurisdictional approaches
Grading Guidelines#
Grade Boundaries#
| Grade | Score | Description |
|---|---|---|
| A | 90-100% | Exceptional - exceeds all learning outcomes |
| B | 80-89% | Good - meets all outcomes, some distinction |
| C | 70-79% | Satisfactory - meets most outcomes |
| D | 60-69% | Pass - meets minimum outcomes |
| F | <60% | Fail - does not meet outcomes |
Micro-credential Award#
To receive the micro-credential, students must:
- Complete all 5 modules
- Achieve minimum 60% in each module
- Achieve minimum 70% overall average
(c) GREEN FINANCE Consortium 2026