CFA Institute Principles of Sustainable Investing Certificate (Chinese) Curriculum
The CFA Institute Principles of Sustainable Investing Certificate is designed in Simplified Chinese, to provide learners with a comprehensive understanding of ESG (Environmental, Social and Governance) factors in finance and investment, from global practice. Explore ESG investing from a perspective and understand the context, industry standards and initiatives for sustainable development. Further build the knowledge base for integrating and managing ESG factors in working practices.
What you'll learn
Through an international perspective and knowledge system, expand a wider range of career possibilities.
Foundational knowledge
- Understand the concept of ESG investment and its significance, and have a comprehensive and systematic understanding of sustainable investment
-Understand the size and key characteristics of ESG investment markets, and assess value and risk
Approaches and application
- In-depth study of the characteristics and manifestations of environmental, social and governance factors, systematic correlation and substantive impact, and explore the ways and means of analysis and integration
- Understand the purpose and importance of investor engagement and stewardship, learn strategies and tactics through case studies, and acquire relevant professional knowledge and practical methods
Global perspective
- In the context of global industry standards and practices, students will learn the basic principles and professional knowledge of ESG investment, ESG factors and related practices, and master the "common language" in the field of global sustainable investment and ESG practices
Curriculum topics
The syllabus for the CFA Institute Principles of Sustainable Investing Certificate covers a wide range of topics, from the size and scope of the ESG market, to the key principles that underpin ESG investing practices. Prepare for career advancement or transformation opportunities in sustainable investing by providing a comprehensive understanding of the theoretical and practical factors in ESG investing.
Learn about ESG investing concepts, different approaches to responsible investing, and consideration of ESG factors. Understand the key implications of integrating ESG factors and the practical application of ESG investing.
The ESG Markets section focuses on the size, scope and key features of the ESG investment market, and explores ESG investment challenges and how to address them.
Topic weight：20%
Delve into environmental factors, systemic relationships, material impacts, megatrends, and methods for conducting environmental analysis at the national, industry, and company levels.
Topic weight：20%
Explores social factors, systemic relationships, substantive impacts, and methods of social analysis at the national, industry, and corporate levels.
Topic weight：20%
Understand the governance factors, their key characteristics, key models, and material impacts.
Topic weight：20%
Understand the purpose, importance, key principles of investor engagement and stewardship, and how to apply the relevant strategies and tactics.
Topic weight：20%
- 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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