Certificate in ESG Investing Policies and Procedures

Our policies and procedures protect the integrity of the Certificate in ESG Investing, ensuring the exam process is fair for all candidates. It is your responsibility to read and understand all policies set forth by CFA Institute. During the registration process, all candidates are required to agree to abide by the policies listed here, as they are updated from time to time.

You will also want to review the latest Prometric COVID updates.

Access the Most Requested Policies and Procedures

Admission and Appointment Policy
Review the rules for scheduling your exam with Prometric and the Admission Policy regarding late arrival for the Certificate in ESG Investing exam.

Identification Policy
Candidates will be required to present one valid, unexpired and original government issued photo ID.

Personal Belongings Policy
Learn what items are permitted in the testing room, what is not permitted, and COVID testing policy procedures.

Refund and Deferral Policy
Please review the Certificate in ESG Investing Refund and Deferral Policy to determine if you may qualify for a refund.

The Complete List of Certificate in ESG Investing Policies and Procedures

Admission and Appointment Policy

Disability Accommodations

Exam Retake Policy

Exam Security Policy

Identification Policy

Misconduct and Rules Violation Policy

OFAC Compliance Policy

Payment Methods Policy

Personal Belongings Policy

Refund and Deferral Policy

Testing Accommodations Candidate Acknowledgement Policy

Usage Guide

Use of English Policy

Advance Your Career

Earn the Certificate in ESG Investing designation to deepen your knowledge and increase your professional value. First time registrants must enroll in the Certificate in ESG Investing. Click on the link below, create an account, and gain access to everything you need to prepare for the Certificate in ESG Investing exam.

The Certificate in ESG Investing is not yet offered globally. We are working to expand the certificate into additional markets. At this time, for example, we are not able to test candidates on mainland China. This applies to in person testing as well as online proctored exams. We are working with local regulators to obtain approval to test candidates in the region. Once approval is obtained, we will update this notice. Please review the complete list of test center locations before registering.