CFA Institute ESG-Investing Exam Syllabus
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Before starting your ESG-Investing exam preparation, it is recommended to review the complete CFA Institute Certificate in ESG Investing exam syllabus and carefully go through the exam objectives listed below. Once you understand the exam structure and objectives, you should practice using our free ESG-Investing questions. We also provide premium ESG-Investing practice test, fully updated according to the latest exam objectives, to help you accurately assess your preparedness for the actual exam.
CFA Institute ESG-Investing Exam Objectives
| Section | Weight | Objectives |
|---|---|---|
| Overview of ESG Investing and the ESG Market | 8-15% | This topic covers responsible investment approaches, examining how environmental, social, and governance (ESG) factors influence the investment landscape. It explores the ESG market's size, significance, and core drivers, as well as potential challenges, risks, and opportunities within this rapidly growing area. |
| Environmental Factors | 8-15% | A detailed look at environmental factors, including systemic interconnections, material impacts, and megatrends. This section also discusses methods for analyzing environmental impacts at country, sector, and company levels. |
| Social Factors | 8-15% | Focuses on analyzing social factors, their systemic influences, and material impacts. It also provides strategies for assessing social risks and opportunities at different levels—country, sector, and company. |
| Understanding Governance Factors | 8-15% | This section introduces governance factors, covering key characteristics, governance models, and material impacts. It explains how governance influences investment decisions. |
| Engagement and Stewardship | 5-10% | Learn the principles of investor engagement and stewardship, focusing on their significance and practical application. The topic highlights strategies and tactics used by investors to drive sustainable outcomes. |
| ESG Analysis, Valuation, and Integration | 20-30% | Explore how ESG factors can be integrated into investment processes, the challenges involved, and the impact of ESG on valuation across asset classes. The section covers industry- and company-level analysis to assess the effect of ESG factors on performance. Topic weight: |
| ESG Integrated Portfolio | 10-20% | This topic dives into applying ESG analysis across various asset classes and explores methods for incorporating ESG factors into the portfolio management process. It reviews different approaches to ensure effective ESG integration, enhancing portfolio resilience and alignment with sustainable investment goals. |
| Investment Mandates and Portfolio Analytics | 5-10% | This section explains the role of mandate construction in achieving effective ESG investment outcomes. It highlights essential features asset owners and intermediaries look for, such as transparency and accountability, to align portfolios with ESG values. |
| Official Information | https://www.cfainstitute.org/programs/esg-certification#overview-to-esg-investing-and-the-esg-market |
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