CFA certificate in ESG investing

Date

Q4 2024

Time

3 hours a day

CPE Hours

30 hours

Competency

Professional

Location

Online | Live instructor-led

Price

€1480

Course Description

The course will take place on 8 days, with a time commitment of 4 hours per session. After the course, you will have 15 days to study for the mock exam in preparation for the exam. The exam is optional and will require attendees to individually book for it. ESG is critical for long term success. Leaders, investors and companies around the world are working towards more sustainable strategies, accelerating the demand for investment professionals with green finance and investment knowledge. The CFA Institute Certificate in ESG Investing offers both practical application and technical knowledge in the fast-growing field of ESG investing – an opportunity to both accelerate progress and demonstrate purpose.

Course Structure

Comprehensive training programme: 8 extensive classroom training sessions which will cover the course syllabus in-depth and address all doubts

The current syllabus for the Certificate in ESG Investing, balances questions across topics as follows:

  • Introduction to ESG
  • The ESG market
  • Environment Factors
  • Social Factors
  • Engagement and Stewardship
  • ESG Analysis, valuation and integration
  • ESG Integrated Portfolio Construction and Management
  • Investment Mandates, Portfolio Analytics and Client Reporting

Should Attend

This certificate is the right choice for:

  • Investment practitioners who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles
  • Anyone working in front or back offices and adjacent roles — including sales and distribution, wealth management, product development, financial advice, consulting, risk
  • Anyone looking to gain professional status in a global community of investment management professionals

Prerequisites

It has been designed for practitioners working in investment roles who want to learn how to analyse and integrate material ESG factors into their day-to-day roles.

Assessment

At the end of this course you will sit for the exam. The exam is not included in the price. Delegates will have to book their exam at the cfainstitute.org.

Exam Format

The CFA Institute Certificate in ESG Investing exam consists of 100 multiple choice questions.

To be completed within 2 hours and 20 minutes

  • Section 1: Exam Questions
  • Section 2: End of Exam Notification
  • Section 3: Survey

Key-Features

There are no key features

Course Structure

Comprehensive training programme: 8 extensive classroom training sessions which will cover the course syllabus in-depth and address all doubts

The current syllabus for the Certificate in ESG Investing, balances questions across topics as follows:

  • Introduction to ESG
  • The ESG market
  • Environment Factors
  • Social Factors
  • Engagement and Stewardship
  • ESG Analysis, valuation and integration
  • ESG Integrated Portfolio Construction and Management
  • Investment Mandates, Portfolio Analytics and Client Reporting

Should Attend

This certificate is the right choice for:

  • Investment practitioners who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles
  • Anyone working in front or back offices and adjacent roles — including sales and distribution, wealth management, product development, financial advice, consulting, risk
  • Anyone looking to gain professional status in a global community of investment management professionals

Prerequisites

It has been designed for practitioners working in investment roles who want to learn how to analyse and integrate material ESG factors into their day-to-day roles.

Assessment

At the end of this course you will sit for the exam. The exam is not included in the price. Delegates will have to book their exam at the cfainstitute.org.

Exam Format

The CFA Institute Certificate in ESG Investing exam consists of 100 multiple choice questions.

To be completed within 2 hours and 20 minutes

  • Section 1: Exam Questions
  • Section 2: End of Exam Notification
  • Section 3: Survey

Key-Features

There are no key features

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