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Certificate in ESG Investing

By earning the Certificate in ESG Investing, you will be well-positioned to meet the growing demand for ESG investing and succeed in the evolving investment landscape.

This certificate is offered in most countries, but not all – please review the certificate availability before registering.

USD 865.00

Register Now

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Stay Relevant in a Rapidly Evolving Industry

In many ways, we are moving from sustainable investing as a good idea to a reality that has implications for all investment portfolios. Being able to incorporate environmental, social, and governance (ESG) factors into investment decisions is becoming an increasingly important skill for anyone working in the investment industry.

The CFA Institute Certificate in ESG Investing can help you meet this growing demand. By equipping you with the knowledge and skills necessary to incorporate ESG considerations into the investment decision-making process, you can better support client demand and play an important role in prioritizing sustainability, ethical practices, and social responsibility.

The Certificate in ESG Investing is owned, administered, and awarded globally by CFA Institute having previously been developed and awarded by CFA Society UK.

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Your Commitment At-A-Glance

*All fees shown are net of any local VAT, Goods and Services Tax (GST) or any other sales tax payable by the candidate in their country of residence. Where CFA Institute is required to add sales tax at the local statutory rate, this will be added to the fees shown during the payment/checkout process. For information about taxability related to online purchases from CFA Institute, please visit our Tax Policy page.

Hong Kong SAR Government Funding Scheme: The CFA Institute Certificate in ESG Investing is one of the Eligible Programs under the Pilot Green and Sustainable Finance Capacity Building Support Scheme (Program Identification Code: GTP-287225). Upon successful completion of the certificate, eligible applicants can apply for a subsidy of up to 80% of the exam registration fees, where full-time students can claim up to 100% reimbursement.

Certificate Availability

While the Certificate in ESG Investing is offered in most countries, it is not yet available globally. We are working to expand the certificate into additional markets. At this time, for example, we are not able to test candidates in Mainland China while we are in the process of applying for a regulatory license. This applies to in person testing as well as online proctored exams. Please review the complete list of test center locations before registering.

Check the Test Center Locations by Country/Region (PDF) list before registering, if you are likely to schedule an in-person testing appointment for your exam.

What You'll Learn

Upon completion of this certificate, you will gain knowledge in the following areas:

  • Context for different approaches to responsible investment and specifically, consideration of environmental, social and governance (ESG) factors.
  • Underlying issues that constitute factors within each of the environmental, social and governance areas.
  • Broader sustainability context and global initiatives.
  • The ESG market: relevance, size, scope, key drivers and challenges, and risks and opportunities.
  • Environmental factors, systemic relationships, material impacts, megatrends and approaches to environmental analysis at country, sector and company levels.
  • Social factors, systemic relationships, material impacts and approaches to social analysis at country, sector and company levels.
  • Governance factors, key characteristics, main models and material impacts.
  • Engagement and stewardship.
  • ESG analysis, valuation and integration.
  • Ability to analyze how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
  • ESG integrated portfolio construction and management.
  • Application of various of approaches to ESG analysis and integration across a range of asset classes.
  • Investment mandates, portfolio analytics and client reporting.

Testimonials From Learners

Who Should Register

This certificate is designed for investment practitioners who want to learn more about how to analyze and integrate material ESG factors into their day-to-day roles. It is suitable for anyone working in front or back offices and adjacent roles — including sales and distribution, wealth management, product development, financial advice, consulting, risk — as well as anyone looking to improve their understanding of ESG issues.

No prerequisites but prior knowledge of the investment process is recommended.

Are you looking for more advanced knowledge and practical application of climate-related factors to conduct analysis, valuation, and portfolio construction? Take a look at our new Climate Risk, Valuation, and Investing Certificate.

Job Opportunities

There are many career paths available to individuals who earn the Certificate in ESG Investing, whether you want to find a new role in sustainability or become the in-house ESG expert at your current organization.

What are some ESG career paths?

  • ESG analyst
  • Sustainability manager
  • ESG specialist
  • ESG product manager
  • Head of ESG
  • Chief Sustainability Officer

Benchmarking the Certificate in ESG Investing

An independent evaluation found the following levels of comparability for the Certificate in ESG Investing:

  • USA – Associate degree standard
  • UK – RQF Level 4
  • Canada – OQF Level 7
  • India – NSQF Level 6
  • Hong Kong – HKQF Level 4
  • Singapore – Singaporean Polytechnic Diploma standard
  • Australia – AQF Level 5
  • Brazil – Curso Superior de Formação Especifíca (Higher Education Diploma of Specific Training)
  • China – Preparatory Technician Certificate standard
  • Japan – Associate degree standard
  • South Africa – S.A. NQF Level 6
  • France – NQF Level 4

Learn more and read the full independent evaluation (PDF)

Learning Experience and Content

We offer several ways to engage with the content to meet your preferred way of learning.

  • laptop icon Learning Ecosystem

    Access a digital version of the curriculum, including the syllabus, self-assessment questions, and mock exams.

  • folded paper icon Content PDFs

    Download PDF versions of the curriculum, including the syllabus, chapters, and glossary.

  • open book icon Curriculum Book

    Purchase a print version of the curriculum for an additional charge.

View syllabus and topic weights

What to Expect From the Exam

Exam Scheduling

CFA Institute provides two exam scheduling options for taking your exam:

Before registering, check if remote examination or a physical test center is available in your area. ProProctor remote proctoring is not available in all markets at this time.

Exam Results

Exams are graded as either "pass" or "did not pass." Your exam results will be provided on-screen at the end of your examination, and a copy will be emailed to you. Candidates who do not pass will receive detailed performance feedback.

Get the CFA Institute Certificate in ESG Investing

Ready to make a move that makes a difference? Register for the Certificate in ESG Investing today. 

Register Today
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