Certificate in Climate & Investing
/ Certificate in Climate & Investing

Certificate in Climate & Investing

Climate change is rapidly making parts of the planet uninhabitable to humans and other species. The CFA UK Certificate in Climate and Investing explores how companies and investments are affected by the science, the regulations, the impacts but also the opportunities arising from climate change. Actions that companies and investors take during the next few years will have a material impact on the health of Planet Earth for the rest of the century.

Course Information

The Quartic programme for CFA UK CCI, the Certificate in Climate & Investing, is designed to make learning enjoyable and the content intuitive. There are ten chapters in the syllabus, with an enormous number of concepts, acronyms, regulations, facts and figures to get your head around.

A combination of the Quartic Workbook, on-demand classes, a comprehensive question bank and two full-length mock exams should help you to understand the key issues facing companies, how analysts and investors can assess these and integrate them into portfolios.

Whether you are an analyst, advisor or portfolio manager or merely want to understand today’s world, Quartic’s unique style will help you to appreciate that it is not all doom and gloom out there. Our goal is to inspire you. You want to go out and make the world a better place. If we can help you along that journey, then we will have succeeded.

PLEASE NOTE: If you book online then you may need to wait until the next working day for access to the course. Please contact us in advance if you require urgent access.

CCI version 2 will be available late April 2023.

CCI Core
Tutor-supported all-round study programme
From: £420
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CCI Premier
Tutor-guided study route with unlimited support
From: £1,150
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CCI Revision
Q-Bank and Mock Exams
£280
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CCI Live
Online Classroom Live
£1,000
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All prices are net, VAT will be added where applies.

The CFA UK Certificate in Climate & Investing considers all aspects of climate and climate change in the context of investment decision-making. What are the key issues? How do we identify them? And how do we then incorporate them into our investing? We shall answer all these questions, and many more!

This exam is designed primarily for investment practitioners of all levels, though has plenty to offer those in scientific or industrial fields as well. You may still be a student, starting a career, or be a seasoned professional. We have seen particularly strong interest from candidates in wealth management, banking, advisory roles and ratings agencies. The application of this qualification is broad indeed.

Quartic provides CCI candidates with an intuitive and informative approach: a detailed workbook covering all topics, accompanied by a library of inspirational on demand classes and an extensive question bank with mock exams. Live training, whether online or face-to-face, can also be arranged on a bespoke basis.

CCI – What’s included (click here)

Studying for the CFA UK Certificate in Climate & Investing should take an estimated 140 hours, though please speak to us to discuss your own personal background and whether you are likely to need more or less time than this. We recommend spending an hour or two a day on studying so that you can sit the exam within three to four months of starting. Although you will have a year from registration in which to do the exam, a shorter timescale will make the studying more efficient.

Materials

For the CCI Core and Premier packages, you will receive from Quartic:
• Workbook: An e-book containing slides that cover the whole syllabus (a printed workbook is available for a small supplemental fee to cover printing and shipping).
• Classes: On-demand classes totalling 15 to 20 hours of detailed explanations and discussions, covering every part of the syllabus.
• Question bank: An extensive question bank containing more than 600 exam-style questions and testing every section of every chapter.
• Mock exams: two full-length mock exams, each of 100 questions, using the question style and format of the actual exam.
• Tutor support: Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address, and the faculty will do their best to respond to each message by the end of the next business day. If you have booked the Premier package then you will have a named tutor and will be offered one-to-one Zoom support.
• Finance Essentials: The exam and the syllabus assumes a basic knowledge of financial concepts, including accounting and portfolio management terminology. At Quartic we know that many candidates are from fields outside finance or have recently completed a non-financial degree. Finance Essentials are an additional section providing background knowledge on asset valuation, portfolio theory and financial analysis, ideal for those candidates looking for a bit more background.

CCI Revision includes the question bank and mock exams.

Syllabus

There are ten chapters:

  1. Introduction to Climate & Investing
  2. Climate Science and Climate Risks, Impacts and Opportunities
  3. Policy Response, Regulation and the Reporting Landscape
  4. Climate Change Mitigation and Adaptation
  5. Climate Risk Measurement: Data, Metrics, Target and Scenario Analysis
  6. Stewardship and Engagement on Climate
  7. Listed Equities and Bonds, Insurance Products
  8. Private Equity and Debt, Carbon Markets
  9. Investment in Real Assets
  10. Portfolio Management
Examinations

The exam contains 100 mostly multiple choice, and including some (multi-question) item sets. There are a few alternative question structures such as drag and drop. Candidates have 2 hours 20 minutes to complete the paper.

You can sit the exam either at a Pearson VUE centre or at home using the OnVUE Online Proctoring service. This means that you can take the exam almost anywhere in the world.

To pass the exam you will need a score of at least 60 to 70%. The exact pass mark is not published but is adjusted to take account of question difficulty. You get your provisional result immediately at the end of the exam. The pass rate is estimated to be 60 to 75%.

Qualification

When you pass the exam you will receive the CFA UK Level 4 Certificate in Climate and Investing.

Finance Essentials

We have included an additional section at the back of our workbook to provide background knowledge on areas of finance within the CCI syllabus. These include quantitative methods, accounting, asset classes and portfolio theory, with video explanation of each concept. Although not directly examinable, the Finance Essentials section provides invaluable background to CCI candidates who would like to improve their knowledge.

Prerequisites

There are no formal prerequisites to studying the Certificate in Climate & Investing. A knowledge of the investment process is useful but not essential. You will also see accounting and mathematical terminology, but proficiency in these areas is only required to a minimal extent. Accounting concepts will be fully explained when you meet them.







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