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CFA协会可持续投资基础证书

Principles of Sustainable Investing Certificate (Chinese) Career Prospects

In addition to traditional financial returns, sustainability and ethical impact are becoming the focus of stakeholders in the investment space. Whether you are an investment practitioner or in a related job position (e.g., legal, compliance, human resources, strategy, etc.). Understanding and mastering ESG factors and taking them into account in decision-making will help professionals gain a professional competitive advantage and prepare for the sustainable development of their careers and businesses。  

ESG investment emphasizes the impact of investment activities on the ecological environment, social development, and the degree of value realization of relevant stakeholders, which is of great practical significance for promoting green, low-carbon and circular development, stimulating the vitality of the market economy, and realizing the high-quality development of China's economy. Talent is the first resource, and opening up new fields and new tracks for development is inseparable from the important support of talents.

According to the survey, the main reason why practitioners choose ESG finance majors is to value their broad career prospects, and industry insiders are generally optimistic about the career prospects in this field. All parties agree that there is an urgent need for ESG-related positions and talents in demand for future positions, and the top three are professionals related to ESG investment positions, ESG investment analysis positions and ESG risk management positions. The most important problem faced by ESG financial talents in their career development is the lack of knowledge and skills of the practitioners themselves.

*From the "China ESG Financial Talent Career Development Report" 

How to choose the relevant certificate in sustainable investing

Not sure how to choose learning products that meet your career development needs? Learn about the three sustainability certificate offered by CFA Institute. 

Principles of Sustainable Investing Certificate (Chinese)

Sustainable Investing Certificate

Climate Risk, Valuation, and Investing Certificate

Overview

To provide foundational knowledge of ESG investing to support working professionals in the real economy and investment industry to deepen their understanding of global standards and practices.

To equip investment professionals with the essential knowledge and skills to integrate environmental, social, and governance (ESG) factors into their investment decision-making processes.

A more advanced certificate designed for analysts and portfolio mangers to develop the knowledge and practical skills needed to apply climate-considerations into valuation and portfolio constructions.

Medium

Simplified Chinese

English

English

Curriculum topics

  • Overview to ESG Investing
  • The ESG Market
  • Environmental Factors
  • Governance Factors
  • Engagement and Stewardship
  • Overview to ESG Investing and the ESG Market
  • ESG Factors
  • Engagement and Stewardship
  • ESG Analysis, Valuation and Integration
  • ESG Integrated Portfolio Construction and Management
  • Investment Mandates, Portfolio Analytics and Client Reporting
  • Climate Science, Risk and Opportunities
  • Regulations, Policy, and Reporting Landscape
  • Carbon Markets and Pricing Mechanisms
  • Corporate Transition Planning and Valuation
  • Portfolio Management, Stewardship, and Engagement
  • Exam format

    Online Proctored Testing (OTP)


    In-person Testing (IST)

    or Online Proctored Testing (OPT)

    Need to pass quizzes, complete an assignment, and perform two peer reviews in each of the five courses

    Exam questions

    60 multiple choice questions, must be completed within 2 hours

    100 multiple-choice questions, must be completed within 2 hours and 20 minutes

    /

    Study time

    50-70 hours

    100 hours

    100 hours

    Standard price

    US$488

    US$890

    US$1590

    Shareable credentials for global recognition

    When you earn the Principles of Sustainable Investing Certificate (Chinese), you are acknowledged worldwide for your mastery of the topic, as well as your dedication to sustainability, ethical practices, and social responsibility.

    Your digital badge and certificate show this dedication and aligns you with a global community of professionals striving for the same high standards. 

    csc1-badge-sample

    Career Paths

    Obtaining the Principles of Sustainable Investing Certificate will open up a variety of career pathways for you to expand your career opportunities in the field of sustainability and prepare your knowledge to advance to become an ESG professional. 

    What positions do those who pursue the Principles of Sustainable Investment Certificate hold? 

    • Practitioners who are committed to practicing sustainable development in physical enterprises include management, financial management, investment management, investor relations, supply chain management, sustainability or ESG/CSR related departments, as well as compliance and risk control.
    • Investment practitioners, such as fund managers, analysts, researchers, etc.  
    • Practitioners of third-party professional 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 and other positions. 
    CFA协会可持续投资基础证书
    USD 348
    Special introductory price available until 31 October 2025. Standard price as USD 488.
    • 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.  

      Need help?

      Visit customer support to find an answer or talk to our team.

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