CFA Certificate in ESG Investing (For Exams in 2024)

Updated 2024, CFA, Finance, Investment, Global, ESG, Sustainability, Climate Change, Green bond

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Description

CFA Certificate in ESG Investing


Initially developed by CFA UK in 2019, from 1st September 2021, the Certificate in ESG Investing is owned and administered by CFA Institute to provide worldwide access to this global credential.

This certificate is designed to meet the investment sector’s increasing demand for further education, guidance and standards around ESG (environmental, social and governance).

The Certificate in ESG Investing:

  • is designed to equip investment professionals with a base knowledge and skillset to integrate ESG factors into the investment process. With no formal entry criteria, it is suitable for a broad range of financial services professionals (not just investment-related) who are keen to understand ESG issues;

  • consists of a one-part, computer-based testing exam consisting of 100 questions in 2 hour and 20 minutes, with remote exam testing now available;

  • just has multiple choice types of questions in this exam, and no longer has item set questions.


Certificate Syllabus and Topic Weights

  1. Overview to ESG Investing and the ESG Market 8–15%

  2. Environmental Factors 8–15%

  3. Social Factors 8–15%

  4. Governance Factors 8–15%

  5. Engagement and Stewardship 5–10%

  6. ESG Analysis, Valuation and Integration 20–30%

  7. ESG Integrated Portfolio Construction and Management 10–20%

  8. Investment Mandates, Portfolio Analytics and Client Reporting 5–10%


This course goes for a broad framework approach, teaching its candidates how to analyze and integrate material ESG factors into their day-to-day investment roles. It is designed for investment professionals in all roles, from asset management to sales and distribution, as well as students seeking a career as an ESG analyst in the investment sector.


What You Will Learn!

  • Understand the context for different approaches to responsible investment and specifically, consideration of environmental, social and governance (ESG) factors.
  • Ability to analyze how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
  • Application of various of approaches to ESG analysis and integration across a range of asset classes.
  • Ready for CFA Certificate in ESG Investing Exams

Who Should Attend!

  • Financial Analyst, Equity Research Analyst, Investment Analyst, Portfolio Manager, Student