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CFA Institute Sustainable Investing Certificate

The CFA Institute Sustainable Investing Certificate enables investment professionals and others to learn how to assess environmental, social, and governance (ESG) factors and incorporate them in investment decisions.

Now is an excellent time to advance your knowledge in the fast-growing field of sustainable investing and attain the Sustainable Investing Certificate.

Exam Format
The CFA Institute Sustainable Investing Certificate exam:

  • Consists of 100 multiple-choice questions.
  • Is to be completed in 2 hours and 20 minutes.

Syllabus and Topic Weights
The Topic names and weights in the current syllabus are provided in the table
below.

Topic Chapter Topic Name Topic Weight Approx. Number
of Questions
1 1&2 Overview of ESG Investing and the ESG Market 8% - 15% 8 - 15
2 3 Environmental Factors 8% - 15% 8 - 15
3 4 Social Factors 8% - 15% 8 - 15
4 5 Governance Factors 8% - 15% 8 - 15
5 6 Engagement and Stewardship 5% - 10% 5 - 10
6 7 ESG Analysis, Valuation, and Integration 20% - 30% 20 - 30
7 8 ESG Integrated Portfolio Construction and
Management
10% - 20% 10 - 20
8 9 Investment Mandates, Portfolio Analytics, and
Client Reporting
5% - 10% 5 - 10
Total 100% 100

Testing Format
There are two options to take your exam: In-Person Site Testing at a testing center or Online Proctored Testing, where you may take the test at home if you meet certain vendor requirements.

Exam Results
Exams are graded as "pass" or "did not pass."

  • If you pass the Sustainable Investing exam, a "Pass" notification will appear on your monitor at the end of your exam along with performance feedback; otherwise, a "Did Not Pass" notification will appear on your monitor.
  • You will also receive an email notification within 24 hours of completing your exam.


UpperMark Exam Prep
UpperMark offers our renowned TestBank software for this Sustainable Investing exam.

   

TestBank Application
With over 700 practice questions, TestBank is designed to enhance your comprehension of the material and hone your exam-taking skills with customizable Practice Exams and full-length Mock Exams.
Use TestBank on your PC, MAC, iPad, Android, or mobile device; and create customized exams to suit your learning style and study needs.

TestBank Access
Your access to TestBank is valid for 6 months after your purchase. Plenty of time to prepare for your Sustainable Investing Certificate exam.


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