CFA Institute Principles of Sustainable Investing (Chinese) policies
Our policies and procedures protect the integrity of the Principles of Sustainable Investing Certificate (Chinese) and make sure the exam process is fair for all candidates. It is your responsibility to read and understand all policies set forth by CFA Institute. When you register as a candidate, you must agree to abide by the policies listed here (please note that they are updated from time to time).
Access exam policies and procedures
We want you to be informed when you study with us. Here are the Principles of Sustainable Investing Certificate policies (Chinese) that you will need to know.
Review the rules for scheduling your exam and what happens if you arrive late.
See what types of government issued photo ID that we accept.
Learn what items are permitted in the testing room.
Review the Sustainable Investing Certificate Refund and Deferral Policy to see if you may qualify for a refund.
Exam disability accommodations
We are committed to making the Sustainable Investing Certificate exam as accessible as possible. If you need to request an accommodation, please review the disability accommodations page below for information on how to submit a request and what documentation you need to supply. Please note that you must submit your request within 30 days of registering.
- 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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