Information on Exam Registration and Scheduling for the Certificate in ESG Investing
The Certificate in ESG Investing is currently transferring ownership and administration from CFA Society UK to CFA Institute.
We aim to make this transition as smooth as possible, while recognizing that for existing registered candidates of the Certificate in ESG Investing, this could lead to some questions. Please reference the following information and actions to support you during this transition period.
What the Transition Means for Currently Registered Candidates
Use the chart below to understand the exam scheduling options available and actions you should take.
Timeline for Change
Candidates in the United Kingdom wishing to register for the Ofqual regulated CFA UK Level 4 Certificate in ESG Investing can continue to register up until the end of August 2021. You will have until 30 September 2021 to complete the qualification with CFA Society UK.
Beginning 1 October 2021, all registered candidates who have not yet scheduled their exam will need to transition to schedule and complete their qualification with CFA Institute.
If you have not yet registered for the exam, beginning 1 September you will need to register for the CFA Institute Certificate in ESG Investing directly with CFA Institute.
What the Transition Means for Current Certificate Holders
If you have already passed and earned the Certificate in ESG Investing and claimed your digital badge, nothing will change. You do not need to retake the CFA Society UK Level Certificate in ESG Investing when it transitions over to CFA Institute.
All ESG graduates will be eligible to claim both the CFA Institute Certificate in ESG Investing and digital badge. CFA Institute will contact you after 1 October directly to advise you of the process.
Still Have Questions?
If you registered with CFA UK prior to the end of August 2021 and are intending to complete your exam on version 2 of the ESG exam curriculum with CFA UK (up to 30 September), please continue to contact CFA Society UK for any queries relating to the Certificate in ESG Investing.
From 1 September 2021, if you have registered for the Certificate in ESG Investing with CFA Institute, for exams on version 3 of the ESG curriculum from 1 October, all queries should be directed to CFA Institute.