http://Why%20hire

Career advancement

Become the in-house ESG expert at your current organisation or find a new role in the growing field of sustainable investing.

http://2024%20AIC

Expert insights

Build a strong, holistic foundation of knowledge with a curriculum designed by leaders in investment education.

http://Why%20hire

Enhanced professional profile

Earn a digital badge and certificate that demonstrates your mastery. Share it on social media and professional platforms to enhance your online profile.


Where can I take the Sustainable Investing Certificate exam?

While the Sustainable Investing Certificate is accessible online in most countries, it is not available for in-person testing globally.

To see if there is a test centre available in your country, please review the complete list of in-person test centre locations before registering. If you can’t travel to a test centre, be sure you can meet the requirements for testing online before registering.

Who should register?

  • Investment professionals who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles.
  • Professionals working in front or back offices and adjacent roles, including sales and distribution, wealth management, product development, financial advice, consulting, and risk.
  • Professionals looking to improve their understanding of ESG factors.

We recommend you have prior knowledge of the investment process before taking the Sustainable Investing Certificate. If you’re looking for more advanced knowledge and practical application of climate-related factors, take a look at our new Climate Risk, Valuation, and Investing Certificate.

Study tools to support your learning

The Learning Ecosystem is our comprehensive digital learning platform. Adaptive and mobile-friendly, it lets you learn at your own pace when and where it’s convenient for you.

Through the Learning Ecosystem, you can access a digital version of the curriculum, including the syllabus, self-assessment questions, and mock exams.

Learn more about the learning experience

Sustainable Investing Community

This global online community platform offers a blend of exclusive learning, networking, and professional development opportunity. The Sustainable Investing Community is open to all CFA Institute members, plus anyone who has passed the Sustainable Investing Certificate or Climate, Risk, Valuation, and Investing Certificate.

Exclusive member discount with Alma Mundus:

Elevate your understanding of ESG factors with global CFA Institute ESG prep provider Alma Mundus. Access a comprehensive suite of study tools and practical resources you can apply in investment processes, while preparing to succeed in the CFA Institute Sustainable Investing Certificate.

 

Take advantage of Alma Mundus’ exclusive offer for CFA Society Australia members and get a discount on their ESG study packages:

15% off Question Bank

  • Question banks per chapter with 500+ questions
  • Feedback per question
  • Diagnostic report per chapter and question
  • Community Center


20% off Study Platform Standard

  • Everything from Question Bank package
  • Two 100 question mock exams


25% off Study Platform Plus

  • Everything from Study Platform Standard package
  • Additional 100 question mock exam
  • Study Summaries
  • Media Center

 

Note that prices are quoted in USD.

 

Learn more >

For Employers

To receive further communication regarding the CFA Institute Sustainable Investing Certificate, please register your interest below.


"*" indicates required fields

Register Your Company Interest

* Mandatory fields.
By submitting the ‘Register Your Interest’ form, you consent to receive communication regarding the CFA Institute Sustainable Investing Certificate.

Frequently asked questions

After registering, you have six months to study the curriculum and complete the exam. We recommend studying 100+ hours before attempting the exam.

Prior knowledge of the investment process is helpful, but there are no prerequisites. This is a foundational certificate for anyone looking to improve their understanding of ESG issues.

The Sustainable Investing Certificate builds foundational knowledge and a broad understanding of the issues across topics including environmental, social, and governance (ESG) factors. The Climate Risk, Valuation, and Investing Certificate is an advanced certificate for anyone who already has foundational knowledge and skills in financial statement analysis and valuation. It teaches practical application of climate-related factors to conduct analysis, valuation, and portfolio construction.

For more than 75 years, CFA Institute has provided investment practitioners with the knowledge they need to advance their career. Their certificates are renowned globally as the gold standard so you can be confident the curriculum will give you the skills you need to stay ahead.

The Sustainable Investing Certificate provides holistic coverage of ESG Investing with a curriculum that is updated every year with the latest research and trends. Plus, with the self-paced format you can study on your own time and schedule the exam at a time that fits your schedule.

An independent evaluation found the following levels of comparability for the Sustainable Investing Certificate:

  • USA – Associate degree standard
  • UK – RQF Level 4
  • Canada – OQF Level 7
  • India – NSQF Level 6
  • Hong Kong – HKQF Level 4
  • Singapore – Singaporean Polytechnic Diploma standard
  • Australia – AQF Level 5
  • Brazil – Curso Superior de Formação Especifíca (Higher Education Diploma of Specific Training)
  • China – Preparatory Technician Certificate standard
  • Japan – Associate degree standard
  • South Africa – S.A. NQF Level 6
  • France – NQF Level 4

We offer several ways to engage with the content to meet your preferred way of learning.

Learning Ecosystem

Access a digital version of the curriculum, including the syllabus, self-assessment questions, and mock exams.

Content PDFs

Download PDF versions of the curriculum, including the syllabus, chapters, and glossary.

Curriculum Book

Purchase a print version of the curriculum for an additional charge.

 

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

View syllabus and topic weights

Exam Scheduling:

6 months

Once you register, you have 6 months to schedule and sit for your exam.

Number of Questions:

100 multiple choice

Exam consists of 100 multiple choice questions.

Testing Time:

140 minutes

You will have 2 hours and 20 minutes to complete the exam.

Exams are graded as either “pass” or “did not pass.” Your exam results will be provided on-screen at the end of your examination, and a copy will be emailed to you. Candidates who do not pass will receive detailed performance feedback.

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.