Join 39,000+ professionals worldwide upskilling in sustainable investing
Through December 2028, eligible Hong Kong residents can receive up to 100% fee reimbursement upon successful completion.
How much reimbursement can you get?
Eligible applicants may claim reimbursement for successfully completed sustainability certificates from CFA Institute, subject to a ceiling of HK$10,000 and other conditions, under the Pilot Green and Sustainable Finance Capacity Building Support Scheme.
General
80%
Eligibility:
- Hong Kong residents
- Practitioners*/Holders of bachelor’s/postgraduate degrees in relevant disciplines/Part-time students at a university or local tertiary institution, with a view to obtaining a bachelor’s degree or higher qualifications in relevant disciplines
* Practitioners (currently or previously in service) in financial services industry or non-financial services industries whose roles and/or responsibilities involve GSF considerations
Full-time Students
100%
Eligibility:
- Hong Kong residents
- Full-time students at a university or local tertiary institution*, with a view to obtaining a bachelor’s degree or higher qualifications in relevant disciplines
*Applicants need to be full-time students during the whole period of the certificate, from the registration date through the completion date.
Eligible certificates
All sustainability certificates from CFA Institute are eligible programs under the Pilot Green and Sustainable Finance Capacity Building Support Scheme.
FOUNDATIONAL
Sustainable Investing Certificate
For investment practitioners who want to analyze and integrate material sustainability factors into their work.
| Study time: | 100 hours |
| CPT hours: | 6 |
| Language: | English |
| Program code: | GTP-287225 |
HKMA ECF-GSF: Exemption from Modules 1 & 2 (Core Level)
USD 890
FOUNDATIONAL · 简体中文
Principles of Sustainable Investing Certificate (Chinese)
可持续投资基础证书 — Essential sustainable investing/ESG knowledge delivered in Chinese for industry practitioners.
| Study time: | 50-70 hours |
| CPT hours: | — |
| Language: | 简体中文 Simplified Chinese |
| Program code: | GTP-115259 |
Best for: Chinese-speaking practitioners seeking global ESG credibility
USD 488
ADVANCED
Climate Risk, Valuation, and Investing Certificate
For analysts and portfolio managers applying climate considerations to valuation and portfolio construction.
| Study time: | 100 hours |
| CPT hours: | 10 |
| Language: | English |
| Program code: | GTP-080240 |
HKMA ECF-GSF: Exemption from Modules 6 & 7 (Professional Level)
USD 1,590
How to claim your subsidy
Simple 5-step reimbursement process
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Enroll
Register for an eligible certificate via CFA Institute
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Complete
Study online and pass the exam (if applicable)
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Create account
Register on the Scheme's official website
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Submit
Apply within 3 months of certificate completion
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Get reimbursed
Receive 80% or 100% (full-time students) of the fees back
*Important: Applications must be submitted within 3 months of certificate completion. Don't delay.
Please refer to the Guide to Reimbursement Application of Eligible Programmes (Guide) for details.
Trusted by employers and industry organizations
Employers in Hong Kong and beyond encourage their teams to pursue our certificates as part of their sustainability and professional development efforts, reflecting a shared focus on ethics, sustainability, and long‑term value creation.
Voices of success: Certificate testimonials
Commitment to green and sustainable finance
The Hong Kong Pilot Green and Sustainable Finance Capacity Building Support Scheme supports talent development in green and sustainable finance by providing subsidies for university students and market practitioners to upskill their knowledge. CFA Institute Sustainable Investing Certificate, Climate Risk, Valuation, and Investing Certificate, and Principles of Sustainable Investing Certificate (Chinese) are eligible under the Scheme.
Scheme details
| Eligibility requirements |
The Pilot Green and Sustainable Finance Capacity Building Support Scheme is open for application by Hong Kong SAR residents who are market practitioners or students. For more details on eligibility visit the Scheme website for more information. Sustainable Investing Certificate Climate Risk, Valuation, and Investing Certificate Principles of Sustainable Investing Certificate (Chinese) |
| Amount of reimbursement | After completing an eligible certificate or course, applicants can apply for a subsidy of up to 80% of the relevant fees, while full-time student applicants can apply for a subsidy of up to 100% of the relevant fees, subject to a ceiling HKD 10,000. |
| Key steps and details |
Applicant shall create a personal account on the Scheme website and submit a completed application form with all required supporting documents via the account. Applications should be completed within three months after successful certificate or course completion. For reimbursement requests, please provide a digital copy of the certificate issued by CFA Institute. For details, please refer to the Scheme FAQ or visit the Scheme website. Please refer to the "Guide to Reimbursement Application of Eligible Programmes" before submitting your application. Contact details: |
Frequently Asked Questions
You pay the full certificate fee upfront to CFA Institute. After successful completion, you submit a reimbursement claim through the Scheme's portal. Reimbursement typically arrives within 6–8 weeks.
The subsidy is conditional on successful completion. However, you may retake the exam and claim once you've passed, provided it's within the Scheme's eligibility window.
Most applicants receive their reimbursement within 3 months of submitting a complete application with all supporting documents. Please note The Pilot Green and Sustainable Finance Capacity Building Support Scheme is operated by the Government of the Hong Kong Special Administrative Region and is not operated by CFA Institute.
Yes, you can claim across multiple eligible programs, but the total amount of reimbursement for each applicant under the Scheme is subject to a ceiling of HK$10,000.
The Pilot Green and Sustainable Finance Capacity Building Support Scheme has been extended through December 2028, but funding is on a first-come, first-served basis.
