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Sustainable investing programs

Become a driving force in prioritizing sustainability, ethical practices, and social responsibility.
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Meet the growing demand for sustainable investing skills

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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.

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 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

Certificate

Sustainable Investing

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.

Learn more and register today
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Certificate

Climate Risk, Valuation, and Investing

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.

Learn more and register today
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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

The Sustainable Investing Certificate and climate investing certificate helped me move into the ESG field and gain credibility in China. Without them, I wouldn’t have had the necessary background to advise my organization and our clients. After earning my ESG certificate, I was asked to contribute to China’s first ESG investment standard. During this process, I received affirmation from all parties involved, which truly speaks to the credibility of this certification.
Yanke Lyu Financial Analyst, Founder of Climate Technology Company
From an investment perspective, sustainability factors offer a huge opportunity, and the Sustainable Investing Certificate gives you a great base of knowledge on which to understand them. Then you can progress on to the climate investing certificate, which really gets into the detail on a range of topics such as climate science, greenhouse gas emissions and global sustainable initiatives.
Bill Milnes Manager, Investment Consulting
The Climate Risk, Valuation, and Investing Certificate expanded my knowledge, understanding and scoping of climate risk elements within due diligence, valuation and other corporate finance engagement whenever applicable.
Eric Pat Director BDO
The benefit of the Sustainable Investing Certificate (formerly the Certificate in ESG Investing) is that it provides the requisite foundation from which investors can critically assess the opportunities and challenges posed by current and emerging practices, methodologies and tools.
Cameron F. Senior Manager Research Analyst
The impact of climate risk is an interesting issue, which most countries are trying to find solutions to alleviate. I think this certificate is a good professional development beyond traditional finance and I believe that this area will become more important over time.
Kasem Prunratanamala, CFA Head of Research CGS International (Thailand) Co., Ltd
I now have a better understanding of the role of blended finance in the move towards net zero and the investment industry’s treatment of climate and biodiversity as two sides of the same coin. Everyone should invest as much time as possible to build a solid foundation in our shared journey towards net zero and nature positive world.
Hieu Tom Bui, CFA Director Food Systems and Nutrition, Global Affairs Canada

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.
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Stay up to date on sustainable investing

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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.