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Information on Exam Registration and Scheduling for the Certificate in ESG Investing

The Certificate in ESG Investing has transitioned 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.

Decision making for when to take the Certificate in ESG Investing: Flow chart beginning with the question "Do you have an exam appointment scheduled?" If yes, and it is before 1 October 2021, No action is needed. You will sit for Version 2 of the exam. If yes and it is scheduled on or after 1 October 2021, you can either reschedule your exam for before 1 October with CFA Society UK (Version 2) or reschedule your exam with CFA Institute after 1 October (Version 3). If you have not scheduled your exam appointment yet, you should decide whether you want to sit prior to 1 October 2021 (Version 2), in which case you may schedule with CFA Society UK, or if you wish to sit on or after 1 October 2021 (Version 3), in which case you should schedule through CFA Institute beginning 1 September (with exams available on or after 1 October).

Need help making a decision about when to take the Certificate in ESG Investing? Start by answering the question "Do you have an exam appointment scheduled?" If yes, and it is before 1 October 2021, no action is needed. You will sit for an exam based on version 2 of curriculum. If yes and it is scheduled on or after 1 October 2021, you can either reschedule your exam for before 1 October with CFA Society UK (and be tested on version 2 of the curriculum) or reschedule your exam with CFA Institute after 1 October (to be tested on version 3 of the curriculum). If you have not scheduled your exam appointment yet, you should decide whether you want to sit prior to 1 October 2021 (and be tested on version 2 of the curriculum), in which case you may schedule with CFA Society UK, or if you wish to sit on or after 1 October 2021 (and be tested on version 3 of the curriculum), in which case you should schedule through CFA Institute beginning 1 September (with exams available on or after 1 October).

Print and share the decision tree (PDF)

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. 

All registered candidates who have not taken their exam by 30 September will need to complete re-registration with CFA Institute to schedule and complete their qualification. This process does not incur any charges to the candidate. 

Version 3 of the ESG curriculum will be tested beginning 1 October. If you registered before 1 September through CFA Society UK and wish to test on Version 2 of the ESG Exam curriculum, you can do so by scheduling your exam with CFA Society UK by the end of September 2021.

If you register with CFA Institute from 1 September 2021, you will receive access to Version 3 of the curriculum. 

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 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.