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CFA Institute Certificate in ESG Investing



Course Start Date


Course Organizer

CFA Institute

"The CFA Institute Certificate in ESG Investing offers you both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose.

The certificate and learning materials were developed by leading practitioners for practitioners, and have been recognized by the UN Principles for Responsible Investment (PRI), an independent body that seeks to encourage investors to use responsible investment to enhance returns and better manage business risks.

The Certificate in ESG Investing is owned, administered, and awarded globally by CFA Institute having previously been developed and awarded by CFA Society UK."

Key Topics

- Context for different approaches to responsible investment and specifically, consideration of environmental, social and governance (ESG) factors.
- Underlying issues that constitute factors within each of the environmental, social and governance areas.
- Broader sustainability context and global initiatives.
- The ESG market: relevance, size, scope, key drivers and challenges, and risks and opportunities.
- Environmental factors, systemic relationships, material impacts, megatrends and approaches to environmental analysis at country, sector and company levels.
- Social factors, systemic relationships, material impacts and approaches to social analysis at country, sector and company levels.
- Governance factors, key characteristics, main models and material impacts.
- Engagement and stewardship.
- ESG analysis, valuation and integration.
- Ability to analyze how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
- ESG integrated portfolio construction and management.
- Application of various of approaches to ESG analysis and integration across a range of asset classes.
- Investment mandates, portfolio analytics and client reporting.



About the Course

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