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Certificate in ESG Investing

Policies and procedures

Our policies and procedures protect the integrity of the Certificate in ESG Investing 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 policies 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 Certificate in ESG Investing Refund and Deferral Policy to see if you may qualify for a refund.

Exam disability accommodations

We are committed to making the Certificate in ESG Investing 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. 

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Certificate in ESG Investing

  • Certificate - 1 exam
  • Foundational level
  • 100 hours to complete
  • Self-paced online learning
  • Learning materials included
  • 20 PL Credits (2 SER)

Frequently asked questions

    After registering, you have six months to study the curriculum and complete the exam. We recommend studying 100+ hours before attempting the exam.

    Prior knowledge of the investment process is helpful, but there are no prerequisites. This is a foundational certificate for anyone looking to improve their understanding of ESG issues.

    The Certificate in ESG Investing builds foundational knowledge and a broad understanding of the issues across topics including environmental, social, and governance (ESG) factors. The Climate Risk, Valuation, and Investing Certificate is an advanced certificate for anyone who already has foundational knowledge and skills in financial statement analysis and valuation. It teaches practical application of climate-related factors to conduct analysis, valuation, and portfolio construction.

    For more than 75 years, CFA Institute has provided investment practitioners with the knowledge they need to advance their career. Our certificates are renowned globally as the gold standard so you can be confident our curriculum will give you the skills you need to stay ahead. 

    The Certificate in ESG Investing provides holistic coverage of ESG Investing with a curriculum that is updated every year with the latest research and trends. Plus, with the self-paced format you can study on your own time and schedule the exam at a time that fits your schedule.

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