Sustainable investing programs
Become a driving force in prioritizing sustainability, ethical practices, and social responsibility.
Meet the growing demand for sustainable investing skills
Stay at the forefront of a rapidly evolving industry by broadening your knowledge of ESG, climate investing, and sustainable investment strategies.
Gain practical knowledge from day one
Learn how to apply sustainable investment principles to real world scenarios.
Meet evolving demand
Gain the skills needed to make informed decisions that meet your clients' needs.
Effectively communicate your decisions
Discover how to convey concepts to clients and stakeholders effectively.
Build your sustainable investing skillset
Explore your own learning path through our suite of sustainability certificates.
For foundational knowledge, our Sustainable Investing Certificate will give you a general understanding of how to prioritize sustainability, ethical practices and social responsibility in the investment decision process.
Advance your skills with Climate Risk, Valuation and Investing Certificate. Meet evolving client and market demands, building the skills you need to analyze the impact of climate change on companies, their decarbonization trajectories, and how to incorporate climate factors in investment decision making.
The Principles of Sustainable Investing Certificate available in Simplified Chinese will help you gain a comprehensive understanding of environmental, social, and governance (ESG) factors in finance, explore ESG investing from a global perspective, and further build a knowledge base for integrating and managing ESG factors in investment practice.
Which certificate is right for you?
Sustainable Investing Certificate
For learners looking to understand key sustainability concepts and frameworks and their implications on investment portfolios. Here is what you will learn:
-
Sustainable investing fundamentals, trends, and opportunities - Using ESG data in financial analysis and valuation
- Regulatory and reporting frameworks
- Sector-specific ESG impacts
- Client reporting and analytics
Climate Risk, Valuation, and Investing Certificate
Designed for professionals focused on integrating climate considerations into financial analysis and portfolio strategy. Here is what you'll learn:
- Climate risk and its impact on assets
- Evaluating transition plans, risks, and opportunities
- Scenario-based financial projections with climate factors
- Assessing environmental resolutions and engagement strategies
- Net-zero portfolio approaches
CFA协会可持续投资基础证书
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. Here is what you will learn in Simplified Chinese:
- ESG投资的市场趋势、机遇、主要驱动力与挑战
- 不同层面环境与社会分析方法论
- 有效公司治理的实质性影响与关键特征
- 投资者参与和管理的主要原则与战略
Certificate
Gain the ability to incorporate ESG factors (environmental, social, and governance) into your investment decision-making process and play a vital role in prioritizing sustainability, ethical practices, and social responsibility in the finance industry.
Certificate
Gain practical, applied skills and insights from practitioners around the world. Whether you study at your own pace or as part of a cohort, you will build the knowledge needed to integrate climate considerations into valuation and portfolio construction processes.
Certificate
Understand environmental, social, and governance (ESG) factors in finance, explore sustainable investing from a global perspective, and master the foundational knowledge for real-world practice.
Why learn about sustainable investing with CFA Institute?
Specialized expertise
Build your core knowledge and skill set to become the in-house expert on ESG, climate risk, transition finance, and more.
Practical skills
Get the tools you need to succeed in today's investing market from day one, with content created by practitioners for practitioners.
Client demand
Respond to client demand and play an important role in prioritizing sustainability, ethical practices, and social responsibility.
Networking opportunities
Build and expand your global network with other investment professionals learning the curriculum.
Career advancement
Advance your career by demonstrating your skills and commitment with a certificate from the global leader in investment education.
Investor readiness
Learn from a curriculum that is updated every year with the latest industry research and practice, so you stay up to date in the evolving landscape of sustainable investing.
Valued by employers
Case study: How AIA is embedding a sustainability-focused mindset with the help of the Sustainable Investing Certificate
Learn how the Sustainable Investing Certificate has been instrumental in shaping AIA's climate transition plan.
Testimonials from learners
Take your career further
A Chartered Financial Analyst® is globally recognized for their commitment to ethics and professionalism. Learn more about the CFA® Program and the skills you'll learn on your journey to become a charterholder.
Sustainability insights from Research and Policy Center
Net zero in the balance
This guide aids industry leaders in implementing net-zero investing. It offers practical guidance that stresses the importance of mindset shifts and highlights strategies for success.
How to build a better ESG fund classification system
This report addresses practical challenges in evaluating funds against categorical criteria — providing guidelines, examples, and case studies to help overcome definitional challenges.
Modeling climate transition risk: a network approach
This report recommends investors and policymakers understand and manage these risks using scenario-based approaches to predict potential asset losses and systemic impacts.
In Brief: articles on ESG
05 Aug 2025
What’s driving the boom in grid-scale batteries?
27 Jun 2025
Where will sustainable investing go from here?
