ESG Investing Course & SRI Education

This introductory learning resource is designed to help you gain an understanding of the fundamentals of Environmental, Social, and Governance investing (ESG investing) and Sustainable, Responsible, and Impact investing (SRI investing).

The entire collection comprises three modules, each containing multiple courses. An individual course contains questions designed to challenge learners and provides explanations to cement understanding. While not required, some prior investment education (e.g., BSC finance) or work experience (e.g., junior analyst) can be helpful to best understand the concepts presented.

CFA Institute Members: How to Claim Your Credit 

The entire collection of 14 courses qualifies for 3 CE, including 0.5 SER credits. You can also claim credit for individual modules (credit amounts listed below). Note that individual courses do not quality for CE credit. Track the course in your online tracking tool (member login required).

Module 1:  (1 CE)

Module 2: (1 CE)

Module 3: (1 CE/0.5 SER)

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