Join CFA Society Vancouver and CFA Institute for an insightful session on how the CFA Institute Certificate in ESG Investing equips you with the essential skills and knowledge to navigate this evolving landscape. As demand for responsible and sustainable investment grows, the Certificate in ESG Investing provides you with the tools to stay ahead.
Gain industry-respected expertise and learn how to seamlessly integrate Environmental, Social, and Governance (ESG) factors into your investment analysis and client interactions. This foundational certificate is designed to enhance your firm’s competitive edge while preparing you to become a trusted in-house ESG expert. It is also suitable for anyone looking to improve their understanding of ESG issues in functions such as sales and distribution, wealth management, product development, financial advice, consulting and risk.
The Certificate in ESG Investing will help you get a grounding in:
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Analysis, valuation and integration of ESG factors.
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Constructing and managing ESG integrated portfolios.
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Investment mandates, portfolio analytics and client reporting.
The certificate is also recognized by the UN PRI (Principles for Responsible Investment), a global leader in responsible investing.
We will welcome Jennie Rabinowitz, Manager, Global Partnerships and Client Solutions at CFA Institute and Bryce Anderson, CFA (CFA Society Vancouver Director & Secretary and ESG certificate holder) to learn more about the Certificate in ESG Investing.
There will be plenty of time allocated to answering your questions - moderated by Ian Robertson, CFA, who has contributed to several ESG initiatives at CFA Institute and who is also an ESG certificate holder.
Information Session Objectives:
Overview of the Certificate in ESG Investing
· Exam and learning process
· Skills and knowledge acquired
Importance to today's financial markets
· Real-World applications of ESG skills
· Benefits to individuals and firms