Climate Risk, Valuation, and Investing Certificate - Cohort
Develop practical skills in climate investing with the Climate Risk, Valuation, and Investing Certificate. The climate investment certificate teaches you how to integrate climate considerations into investment decision-making. Learning as part of a cohort of professionals, together you'll discover how to convey climate concepts to clients and stakeholders effectively.
Advance your subject matter expertise
Climate risks and opportunities in climate investing are increasingly seen as material factors to be included in your investment decisions. Through a combination of practical skills development, knowledge building, and real-world case studies, you'll become adept at integrating climate considerations and sustainable investing strategies into portfolio management.
Why choose the climate investing certificate?
Extensive understanding of climate investing
Meet evolving demands and understand considerations that are increasingly seen as material factors.
Innovative ideas
Learn from a curriculum built on the latest industry research and practice, helping you stay ahead in the developing landscape of climate investment.
Global community
Build your network and learn as part of a cohort of investment professionals from around the world, sharing ideas and progressing through the certificate at the same time.
Future-proof knowledge
Learn the key climate investing skills you need to become the investment professional of tomorrow.
Insights from experts
Benefit from the knowledge of established practitioners with a climate investing certificate developed by leaders in investment education.
Enhanced professional profile
Earn a digital badge and certificate that demonstrates your mastery. Share it on social media and professional platforms to enhance your online profile.
Who should enroll
- Industry professionals who conduct analysis and portfolio construction, including analysts, portfolio managers, private wealth managers, product specialists, relationship managers, and roles that support these activities.
- Professionals who need to communicate climate principles and explain decisions to clients or colleagues.
Funding for Hong Kong SAR residents
After successfully completing the Climate Risk, Valuation, and Investing Certificate, eligible Hong Kong SAR residents can apply for a government subsidy of up to 80% of the course fee, or 100% if studying full-time. Learn more about the funding scheme and find out if you’re eligible.
Curriculum
Build a solid understanding of climate science, the associated risks and opportunities for corporations and investors, and the regulatory responses. Develop the knowledge and skills you need to navigate the evolving landscape of climate change, its impacts and government responses.
How can companies prepare for the future? Climate considerations are often framed as either physical or transition risks. Physical risks include damage to or destruction of assets by severe weather and can often be insured against or diversified. Transition risks are losses related to the transition to a lower carbon economy, which can result from regulations or shifting consumer demand.
Gain a better understanding of how companies create transition plans, plus the frameworks and standards used in transition planning.
Analyze material climate risks and opportunities, and their impact on corporate performance and valuation. Exploring climate data, metrics, and tools (including stress testing and climate scenarios) first, you’ll then focus on the application of these tools by analyzing two asset classes: equity and fixed income.
Expand your understanding of the strengths and limitations of integrating climate risks and opportunities in the investment process. This course covers four key asset classes: private equity, private debt, infrastructure, and real estate. Become familiar with climate-related tools and metrics for asset valuation and learn how to assess the strengths and limitations of managing each asset class in the context of climate change.
Deepen your understanding of the impacts of climate change on portfolio management, risk management, and engagement and stewardship. In this course, you’ll explore the integration of climate-related factors into portfolio construction and risk management, going on to develop comprehensive strategies for engaging with companies on climate issues.
Complete the Climate Risk, Valuation, and Investing Certificate with an assessment composed of 60 multiple-choice questions. You’ll have 90 minutes and two attempts to achieve a score of 42/60 or above to pass.
Cohort-based online learning
- Connect with investment professionals from across the globe as you progress through the certificate together and share ideas in facilitated discussion forums.
- Follow a six-month schedule, with fixed start dates for each of the five courses, while having the flexibility to study at your own pace within each course.
- Increase motivation by learning as part of a cohort with a structured schedule that offers a clear timeline and a sense of community. Optional virtual events explore an issue in each course.
The next cohort is on 6 January, 2025
Voices of success: Certificate testimonials
See how the Climate Risk, Valuation, and Investing Certificate has benefitted previous candidates.
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. It is worth it for oneself, one’s family and one’s community.
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.
This certificate extended my expertise in climate risk analysis and aligned with my Finance MBA. ESG investing has been sharply growing and ESG aspects of investment decision making are a key element in financial and investment fields.
This certificate expanded my knowledge, understanding and scoping of climate risk elements within due diligence, valuation and other corporate finance engagement whenever applicable.
Interested in studying at your own pace?
You can also study this certificate independently, with no set deadlines to follow. Fit your learning around your own schedule, whilst still being able to connect with fellow learners via an online forum.
Climate Risk, Valuation, and Investing Certificate - Cohort
- Certificate - 5 course series
- Intermediate level
- 100 hours to complete
- Cohort online learning
- 20 PL Credits
Frequently asked questions
The cohort version of the Climate Risk, Valuation, and Investing Certificate starts on specific dates throughout the year and connects you with a cohort of your peers from around the world who all study together during the same timeframe. Build your network by sharing ideas in facilitated discussion forums and get a sense of community as you learn new topics in the curriculum together. Many people find they are also more motivated to learn with a structured schedule that offers a clear timeline while still having the flexibility to study at their own pace within each of the five courses.
If you prefer maximum flexibility, the self-paced version lets you study independently throughout all five courses with no set deadlines to follow. Instead of waiting for the next cohort to begin, you can start learning immediately and will still have access to an online forum to ask questions and share ideas with other self-paced learners.
You’ll have access to the learning materials for 12 months from the date of purchase. Learning materials and assessments can be accessed anywhere, online, providing maximum flexibility and convenience to candidates.
Participants need to pass weekly quizzes and complete an assignment and two peer reviews in each of the five courses. You need to pass and complete these items before you can take the final assessment.
The Certificate in Climate and Investing from CFA Society® UK is designed to provide all those working in the investment sector with the skills and knowledge to understand the risks and opportunities associated with climate. It sits alongside the Certificate in ESG Investing, providing more in-depth insight into climate. The CFA Institute Climate Risk, Valuation, and Investing Certificate is an advanced certificate providing experienced investment professionals with practical skills, enabling them to integrate climate considerations into valuation and portfolio construction across asset classes.
The Certificate in ESG Investing builds foundational knowledge and an understanding of the issues across sustainability topics, one of which is climate. The Climate Risk, Valuation, and Investing Certificate is a more advanced certificate. It develops the knowledge and practical skills needed to apply climate-considerations into valuation and portfolio construction.
No, you do not. Many of the participants come from non-investment backgrounds (such as policy roles in sustainability) and we prepare them for the valuation aspects of the curriculum. The assignments are structured so that those with less investment experience are able to complete them, whereas those with greater experience can undertake more challenging, optional, assignments.
Interested in group or team purchases?
Submit an inquiry and one of our specialists will contact you to discuss.
