CFA Institute Principles of Sustainable Investing Certificate (Chinese)
Principles of Sustainable Investing Certificate (Chinese) overview
The CFA Institute Principles of Sustainable Investing Certificate is an exam and learning product in Chinese for the global market, designed to help candidates fully understand ESG (environmental, social and governance) factors in financial and investment practice, build a solid knowledge foundation for mastering the practical ability of sustainable investment, and have more initiative for professional growth in global sustainable development now and in the future.
Keeping up with the times in a fast-moving industry
In the context of global sustainable development, ESG investment has evolved from an emerging concept to a development trend that has an important impact on financial and investment practices. Grasp the development opportunities of sustainable investment, and have the knowledge and skills to integrate ESG factors into the investment decision-making process, which has become a very important part of the sustainable capacity building of the real economy and financial practitioners.
If you are currently working or interested in working in the field of sustainable investing, then completing the CFA Institute Principles of Sustainable Investing Certificate will be one of the important signs of your professional commitment.
Learn about the CFA Institute Principles of Sustainable Investing Certificate (Chinese)
Why choose the CFA Institute Principles of Sustainable Investing Certificate (Chinese)?
Take advantage of professional growth opportunities and advance your career
Establish and reserve a professional knowledge system for ESG investment, enhance the confidence to work in the fast-growing field of sustainable development, and grasp the career development opportunities of becoming an ESG investment professional.
Gain international recognition and expand global horizons and opportunities
Build a solid and comprehensive knowledge base through an examination and certification system designed by global experts in the field of sustainable investment education. Unlock international career opportunities in sustainable investing with the global recognition of CFA Institute.
Flexibly plan study exams to accelerate the improvement of professional image
Schedule your own online studies and complete online exams within a six-month window of time. Upon passing, you will receive a globally recognized digital badge and certificate issued by the CFA Institute, which can be shared on social media and professional platforms to enhance professional recognition.
There is no restriction on application conditions, and it is suitable for a wide range of people
Whether it is a real economy practitioner in the fields of manufacturing, energy and chemical industry, supply chain, or financial and investment professionals, you can learn about the global standards, development trends and practical experience of ESG investment or green finance through the CFA Institute Principles of Sustainable Investing Certificate.
Who should register
- Practitioners in the real economy (such as manufacturing, energy industry, supply chain, etc.) engaged in ESG-related work, including management, financial management, investment management, investor relations, supply chain management, sustainable development or ESG/CSR-related departments, as well as compliance and risk management.
- Investment practitioners (such as fund managers, analysts, researchers, etc.) hope to learn and master the knowledge system of global ESG investment practices through Chinese, so as to more systematically identify risks, grasp long-term value, and optimize investment decisions.
- Practitioners of third-party professional service institutions, such as providing audit, legal/compliance, strategic consulting, data or research content, credit, rating and other services, involving sustainable transformation, sustainable investment, ESG information disclosure, etc.
Digital learning tools for flexible exam preparation
Access digital textbooks and learning content, including study outlines, practice questions, and mock exams, through the official learning platform of CFA Institute.
The learning platform can be accessed from a computer or mobile device, allowing you to learn at your own pace, anytime, anywhere.
What do industry experts say
In the context of carbon neutrality and the development of ecological civilization, sustainable investing has become a fundamental requirement for finance and real economy professionals eager to engage in the global green transformation. The CFA Institute Principles of Sustainable Investing Certificate leverages decades of expertise from the CFA Institute, creating a comprehensive ESG competency framework. This framework includes core topics such as environmental risk assessment, social value investment, and governance compliance strategies. The certificate equips you to understand policy trends and identify market opportunities in sustainable finance. Both practitioners in the real economy and those in the financial sector can greatly benefit from this qualification, which will undoubtedly help professionals distinguish themselves in the field of sustainability.
As practitioners and trailblazers in the lithium industry, we recognize the profound impact of ESG on the valuation, financing costs, and competitiveness of resource companies. CFA Institute Principles of Sustainable Investing Certificate offers systematic tools that cover substantive analysis methods across the three dimensions of ESG, emphasizing critical issues such as climate risks and corporate governance. This certificate helps students develop the professional skills necessary to integrate sustainability into their investment and corporate decision-making. Whether you are an investment analyst, a corporate ESG specialist, or a member of corporate management or the board, this course will equip you with the knowledge to master international standards and emerging market practices. You will learn to identify high-quality ESG investment opportunities, establish an effective ESG management framework, and gain a competitive edge in the field of sustainability. This certificate serves not just as a qualification, but as a professional passport to lead businesses toward sustainability and promote positive change.
The global climate crisis is increasingly presenting systemic risks to business operations and financial markets. Countries are striving for carbon peaking and neutrality to facilitate a comprehensive green and low-carbon transformation of their economies and societies. Beyond focusing solely on financial performance, enterprises must also prioritize non-financial aspects such as environmental and social governance (ESG). This includes meeting increasingly stringent regulatory compliance requirements and addressing stakeholder concerns. CFA Institute has launched the Principles of Sustainable Investing Certificate, designed to help professionals navigate this systemic transformation in the business environment. This certificate enables active participation in sustainable economic and social development, ultimately fostering the sustainable growth of both enterprises and individuals.
CFA Institute Principles of Sustainable Investing Certificate (Chinese)
- Simplified Chinese
- 50-70 hours to complete
- Self-paced online learning
- Learning materials included
- Online proctored exam
- PL Credit: 20 PL (2 SER)
Frequently asked questions
After completing the registration, candidates have six months to study the content of the textbook and complete the exam. We recommend that candidates study for 50-70 hours before taking the exam.
There are no hard and fast requirements for academic qualifications and work experience, and if you have a certain understanding of the investment process, it will be helpful to learn the certificate. This is a foundational credential for anyone looking to gain a deeper understanding of environmental, social and governance (ESG) issues.
The CFA Institute Principles of Sustainable Investing Certificate is designed to build a foundational body of knowledge about environmental, social, and governance (ESG) factors and their integrated applications.
In addition to the comprehensive study of the ESG market and ESG factors, the Sustainable Investing Certificate will also help learners develop and master the skills to integrate ESG factors into the investment decision-making process.
The Climate Risk, Valuation, and Investing Certificate is for those who already have financial report analysis and valuation. This certificate focuses on learning how to apply climate-related factors in analysis, valuation and portfolio construction in practice.
In addition, the CFA Institute Principles of Sustainable Investing Certificate provides learning content and the exam in Simplified Chinese, and the other two certificates are studied and tested in English.
After the online exam, the exam results will be displayed on the screen and a notification will be sent via email. The exam result will be displayed as "Pass" or "Fail". If you do not pass the exam, you will also receive detailed feedback on their results.
Candidates can check their results on the Prometric website within 24 hours of the completion of the exam, and within 14 days in their account on the CFA Institute website.
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