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CFA协会可持续投资基础证书

CFA Institute Principles of Sustainable Investing (Chinese) Learning Ecosystem

To help keep your studies on track, we offer lots of different ways to engage with the curriculum. So you can learn in a way that suits you and fits with your schedule.

Tools to support your learning

The Learning Ecosystem (LES) is a digital learning tool to help you study more effectively by:

  • Personalizing your learning experience.
  • Making the curriculum more engaging.
  • Giving you convenient access to materials.

Using the desktop or mobile app, access a digital version of the curriculum, including the syllabus, self-assessment questions, and mock exams. You can also download PDF versions of the curriculum, including the syllabus, chapters, and glossary.

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Mock exams

Once you’re ready to test your knowledge, try one of the mock exams in the Learning Ecosystem. These resemble the Sustainable Investing Certificate exam experience as closely as possible so you can assess your level of confidence and see what areas you need to revisit before the real exam.

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.

    Explore Principles of Sustainable Investing Certificate (Chinese)

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