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LEARN HOW TO MAKE A DIFFERENCE IN YOUR CAREER - AND THE WORLD.

The Certificate in ESG Investing* gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.
You'll develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world.
The Certificate in ESG Investing has been designed to give you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors and will help you gain an edge in a fast-moving market.

Why should I take the Certificate in ESG Investing?
Developed in consultation with leading firms and supported by the UN PRI, the Certificate in ESG Investing will enable you to expand your ESG knowledge and develop the skills and competencies to fulfil both your fiduciary responsibilities and your firm’s responsible investment mandates. You'll develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world.

The Certificate in ESG Investing will help you get a grounding in:GLBL_OI_ESG_Be-the-ESG_1080x1080_Social.jpg

  • Analysis, valuation and integration of ESG factors
  • Constructing and managing ESG integrated portfolios
  • Investment mandates, portfolio analytics and client reporting

Who's it for?
Designed for practitioners working in investment roles who want to learn how to analyze and integrate ESG factors. It is also suitable for anyone working in sales & distribution, wealth management, product development, financial advice, consulting, risk and anyone looking to improve their understanding of ESG issues. The skills learned will be equally applicable to all asset classes.

Syllabus Coverage

  • The ESG market
  • Governance,  environmental & social  factors
  • ESG analysis, valuation & integration
  • Engagement & stewardship
  • ESG integrated portfolio construction & management
  • Investment mandates, portfolio analytics & client reporting

Download the syllabus


Course of study
The Certificate is a self-study course requiring approximately 130 hours of study, culminating in a two hour, 20 minute computer-based exam comprising 100 questions at a proctored testing center or via online proctored testing, where available and/or permissible by local regulation. Candidates have one year to sit the exam after registration, and there are no formal entry requirements. On successful completion of the exam, candidates will be awarded a certificate. The cost, which covers the exam and online learning, is £485 and candidates can claim 20 CE credits upon passing the exam.

The Certificate in ESG Investing was developed by CFA Society of the United Kingdom in consultation with leading firms and is recognized by the UN Principles for Responsible Investment (UN PRI). Since its launch in September 2019, industry enthusiasm for the Certificate has been confirmed through its initial success within the UK and other Western European markets, where there have been a combined 5,000 registrations.

More information & Registration



*A product of CFA Society of the United Kingdom

 

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