CFA Society Portugal

A Member of the CFA Institute Global Network of Societies

What is the CFA Institute Certificate in ESG Investing?

The CFA Institute 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 the world.

The CFA Institute Certificate in ESG Investing will help you get a grounding in:

  • analysis, valuation and integration of ESG factors;

  • constructing and managing ESG integrated portfolios;

  • investment mandates, portfolio analytics and client reporting.

Who is it for?

Developed in consultation with leading firms and supported by the UN PRI (United Nations Principles for Responsible Investment), the certificate will enable you to expand your ESG knowledge and stay ahead in your field.

It has been designed for practitioners in investment roles who want to learn how to analyze and integrate material ESG factors into their day-to-day roles. It is also suitable for anyone looking to improve their understanding of ESG issues working in sales & distribution, wealth management, product development, financial advice, consulting, risk.


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More information and registration