About the course

A live, virtual training program designed to support Caribbean credit unions in developing or expanding their green lending programs, jointly supported by the Caribbean Confederation of Credit Unions and Inclusiv. The course will provide Credit Union staff and affiliates with the necessary training and knowledge to build these programs. Upon completion, credit unions will be better equipped to support low- and moderate-income individuals in achieving their green goals by offering both financing and guidance for sustainable, environmentally conscious initiatives.


Who Should Register

The Caribbean Green Lending training is best for lenders that: 

  • Have limited or no green lending program
  • Can commit 6-8 hours a week to classwork, assignments, and the development of an implementation plan for their financial institution.

We recommend enrolling in teams of 2, and that at least one staff member has lending experience.

Gain New Skills

After completing this course, lenders will be able to: 

  1. Explain the fundamentals of green technology in transportation, housing, and small-scale agriculture.
  2. Articulate the concerns and community benefits of green consumer lending to credit union members.
  3. Evaluate your local market and communities by analyzing regulatory frameworks, market dynamics, community needs, and available government incentives to identify opportunities and challenges for implementing green consumer lending programs.
  4. Map the borrower journey to financing green projects and address non-financial barriers.
  5. Develop a plan to collaborate with (identify, vet, and manage) experts and contractors specializing in sustainable solutions for homes, transportation, and small-scale agriculture, while also supporting their development to better address the diverse needs of borrowers.
  6. Build loan products and develop business plans to grow a green home lending business.

Course Details & Eligibility

This is a live, virtual course that features 6 modules of content, plus weekly class meetings with an instructor. The course concludes with a capstone presentation from participants.

Schedule:  

  • Wednesday, Aug 19 from 10-10:30 a.m.  AST: Quick learning platform orientation
  • Wednesdays, Aug 26 - Oct 7 from 10 a.m. to 1 p.m. AST: 
    • Five live virtual instructor-led course sessions for peer learning and diving deep into content 
    • No class during break week on Wednesday, Sep 30
    • Final virtual capstone presentation session on Wednesday, Oct 7


Additional Support:  

  • Personalized expert feedback on assignments 
  • Peer discussion and troubleshooting 


Workload:   

  • 6-8 hours per week over six weeks (including two break weeks)   
  • Program participants are required to create a business plan to present to their board or governing body that serves as a roadmap for launching or growing green lending products. A template for this project will be provided.

Tuition

This course is available at a cost of $500 per participant. Contact [email protected] for group discount information.

Course curriculum

    1. About Caribbean Green Lending

    2. How to use this course

    3. Welcome Video

    4. Course Syllabus

    5. Technical requirements and student success

    6. Course Waiver & Policies

    7. Using the Thinkific Mobile App

    8. Virtual Class Meeting - Technology Orientation Aug 22

    1. Module 1 Overview

    2. Why the World Needs You as a Green Home Lender

    3. An Introduction to Decarbonization and Green Lending

    4. Elements of Effective Programs

    5. Stories of Successful Green Lending: Helon Whittaker

    6. Stories of Successful Green Lending: Dr. Michelle Russell

    7. Solar PV Policies & SDGs in the Caribbean

    8. Module 1 Quiz

    9. Organizational Assessment

    10. Resource Map Activity #1

    11. Module 1 Discussion: Introduce Yourself to Classmates (15-30 mins)

    12. Virtual Class Meeting - Aug 29

    1. Module 2 Overview

    2. Understanding EV Technology and Infrastructure

    3. Green Lending for Agriculture, Part 1

    4. Green Lending for Agriculture, Part 2

    5. EV & Agriculture Resources

    6. Module 2 Quiz

    7. Resource Map Activity #2

    8. Virtual Class Meeting - Sep 2

    1. Module 3 Overview

    2. The Green Home

    3. Home Assessments and Energy Audits

    4. The Health and Housing Connection

    5. An Introduction to Solar PV

    6. Utility Interconnection

    7. Green Home Documents & Resources

    8. Green Home Case Study - Payback Periods

    9. Green Home Payback Calculator

    10. Payback Calculations Quiz

    11. Module 3 Quiz

    12. Resource Map Activity #3

    13. Virtual Class Meeting - Sep 9

    1. Module 4 Overview

    2. Building a Network of Qualified Contractos

    3. Program Design and Contractor Relationships

    4. Screening Contractors for Home Energy Upgrades

    5. What Home Energy Contractors Want from Lenders

    6. The Green Home and Regulations

    7. Inclusiv Lending Guide - Vendor Screening Template – Contractors and Installers for the Caribbean

    8. Module 4 Quiz

    9. Making the Case to Your Organization

    10. Resource Map Activity #4

    11. Virtual Class Meeting - Sep 16

    1. Module 5 & 6 Overview

    2. Navigating the Borrower Journey

    3. Frameworks for Designing Marketing and Outreach Campaigns

    4. Supporting Customer Education in Green Lending

    5. The Customer Journey - Common Barriers

    6. Borrower Journey Documents & Resources

    7. Module 5 Quiz

    8. Borrower Journey Map

    9. Green Loan Product Design

    10. Risks and Sustainability

    11. Managing the Loan Process

    12. Module 6 Quiz

    13. Virtual Class Meeting - Sep 23

About this course

  • $500.00
  • 71 lessons
  • 8 hours of video content

Instructor(s)

Roxann Linton

Ms. Roxann Linton is a seasoned financial services professional with a proven track record in driving organizational transformation and fostering sustainable growth. As Founder and CEO of InnerHub Consulting Services Ltd, she empowers organizations with innovative strategies to navigate complexity and achieve meaningful results. Roxann’s leadership experience includes leading a large credit union, where she championed a member-centric culture and successfully restored its financial position through strategic initiatives and operational efficiencies. With expertise spanning retail and commercial banking, compliance, and risk management, she is well-equipped to guide credit unions in building impactful green lending programs that align with their mission to serve members and advance sustainability.

  • Open to:

    Caribbean credit union staff and personnel.

  • Participant limit:

    Any number of participants can enroll in this course. We recommend participating in teams of at least 2 per institution, to allow for collaboration.

  • Language:

    Offered in English.