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Climate Risk, Valuation, and Investing Certificate

Develop the skills you need to integrate climate-related investing principles into the investment process and expand your network within a community of professionals.

The first cohort starts on 26 February.

Enroll Today

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Understand the Risks, Discover the Opportunities

While climate change poses significant financial risks, transitioning towards a more sustainable, low carbon future is also creating new opportunities, including in sectors like renewable energy, green infrastructure, and green financial instruments. Climate-related risks and opportunities in climate investing are increasingly seen as material factors to be included in investment decision making.

The new Climate Risk, Valuation, and Investing Certificate provides a practical approach to build the knowledge and skills you need to integrate climate considerations into valuation and portfolio construction processes. Develop the expertise to simplify complex climate concepts and facilitate effective communication with stakeholders and clients.

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For Practitioners by Practitioners

This advanced climate certificate directly addresses the practical integrations and considerations of climate related matters in valuation and portfolio constructions. It develops skills using application-based activities and content based on case studies from around the world enabling learners to apply climate-related investment principles to real-world scenarios.

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Learning Communities

As a learner you progress through the climate certificate as part of a cohort with other professionals. Connect with investment professionals around the world and engage with the curriculum through a combination of self-study, online discussion, peer reviews, and optional live events.

Master Climate-Related Investing

Why Earn a Certificate in Climate Investing?

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    Learn from established practitioners to build the practical skills required in a growing number of investment decisions.

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    Gain skills and resources to identify opportunities, improve valuations, and mitigate risks.

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    Meet evolving demands and understand considerations that are increasingly an essential part of the industry.

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    Learn from a curriculum that is built on the latest industry research and practice so you stay up to date in the evolving landscape of investing.

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    Advance in your career by demonstrating your skills and commitment with a certificate from a trusted provider.

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    Build your network and learn as part of a diverse cohort of investment professionals from around the world.

Subscribe for Updates

Stay informed about the latest developments in the certificate, and receive notifications for new cohort dates and when new cohorts open up.

Organizing Training For Corporate Teams?

Contact us here for more information on training in climate and investing for your team.

What Skills Will You Be Able to Put Into Practice? 

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    Communicate and explain climate science concepts and climate risk adaptation and mitigation considerations for companies and investors.

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    Analyze a company's transition plan, how these activities will be financed, and the risks and opportunities to the company and its investors

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    Analyze a company's climate disclosure and risks (including physical risks using data from insurance providers).

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    Integrate climate considerations and risks into a financial model and adjust projections and discount rates to revise a valuation.

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    Analyze the financial projections of an investment project (private equity, venture capital, real estate, or infrastructure), including a range of scenarios, and adjust it by integrating climate factors.

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    Analyze  and adjust a portfolio so it is aligned with a net-zero pathway.

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    Analyze a company's environmental resolution and provide a recommendation for conducting an engagement activity.

Learn in a Cohort of Professionals and Build Your Network

The climate certificate is made up of five online courses of 20-25 hours each. 

You progress through these courses in a cohort of other learners, so you interact and share ideas with other investment professionals.

  • Join a community, engaging with other learners online, while a facilitator helps discussions and understanding, and answers questions.
  • Network with groups of other learners and continue conversations from the certificate.
  • Attend optional live events online where you can interact with an expert on each subject.
  • Complete assignments based on practical case studies, while peer review helps you learn from a wider group of students.
  • Pass a multiple-choice final assessment to demonstrate your knowledge with a certificate.
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Explore the Role of Climate in Investing

Explore a world of research on the role of climate considerations in investing and regulation in articles and papers from the Research and Policy Center. Listen to leading practitioners in the industry discussing their views in The Sustainability Story series of podcasts.

The latest articles and podcasts include:

Article: Green Parity and the Decarbonization of Corporate Bond Portfolios

Article: Climate Change, Risk Management, and the Freedom to Invest Responsibly

Podcast: Spencer Glendon: The Role of Climate in Shaping the Future of Business

Webinars

Climate Is Collective: Pricing and Using Climate Externalities
22 February 2024 - 12pm HKT | 4am GMT
Sign up

 

Your questions answered

These are some of the most common questions we have been asked about the certificate.

What prerequisites, including CFA knowledge, ESG qualifications and math proficiency, are needed for the certificate? While a CFA is not necessary, participants should have basic financial analysis and valuation skills (equivalent to CFA Level1) or the Certificate in ESG Investing. Knowledge of advanced math is not required.
How practical are the skills taught, and how quantitative and qualitative is the curriculum? The curriculum builds a comprehensive range of skills that have application in all aspects needed in climate and investing, including scenario analysis, transition planning and much more. You can read the learning outcomes here. It covers both quantitative aspects, such as risk metrics, valuation models etc, and qualitative ones, including the topics covered.
What is the deadline to register and are spaces limited? The first cohort starts on 26 February, but you can register to be part of the first cohort up until the 4 March. There is no limit on the spaces available.
How flexible is the study schedule and are the dates of the final assessment fixed? The certificate is made up of five courses, which each involve three weeks of study, with a quiz at the end of each week, and an assignment in the fourth week. After the end of the fifth course, you have six months in which to take the final assessment (within 12 months of when your cohort started). You have two attempts to take the assessment.
How does the climate certificate compare to the CFA UK Society's Certificate in Climate & Investing? The Certificate in Climate & Investing from CFA Society UK is designed to provide all those working in the investment sector with the skills and knowledge to understand the risks and opportunities associated with climate. It sits alongside the Certificate in ESG Investing, providing more in-depth insight into climate. The CFA Institute Climate Risk, Valuation, and Investing Certificate is an advanced certificate providing experienced investment professionals with practical skills enabling them to integrate climate considerations into valuation and portfolio construction across asset classes. Learners may have relevant market experience or have passed the CFA Institute Certificate in ESG Investing.
How does the climate certificate compare to CFA Institute's Certificate in ESG Investing? The Certificate in ESG Investing builds foundational knowledge and an understanding of the issues across sustainability topics, one of which is climate. The Climate Risk, Valuation, and Investing Certificate is an advanced certificate that develops comprehensive knowledge and a range of practical skills necessary for applying climate-considerations into valuation and portfolio construction.
How does the climate certificate compare to CFA Institute's Climate Finance course? The Climate Finance course introduces the economic and environmental impacts of climate change, emphasizing the role of finance professionals. It suits those seeking a foundational understanding of climate and finance. The Climate Risk, Valuation, and Investing Certificate is designed for analysts and portfolio managers, providing extensive knowledge and practical skills to integrate climate considerations into valuation and portfolio construction processes.

Is this Climate Certificate Right for Me?

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The Climate Risk, Valuation, and Investing Certificate is an advanced certificate that builds on existing foundational investment knowledge. It is for investment professionals involved in analysis, valuation, and portfolio construction, and for those who need to understand the unique needs and challenges of these processes.

  • It addresses the knowledge and skills required of investment decision makers.
  • It is designed for a wide range of professionals including analysts, portfolio managers, relationship managers and people who aspire to be in these roles.

If you need to build foundational knowledge in sustainability before enrolling in the Climate Risk, Valuation, and Investing Certificate you can take the Certificate in ESG Investing.

If you want an introduction to climate change issues and their impacts on business and finance, you can take the Climate Finance course.