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 videos, 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.

BETA-TESTING AND FULL LAUNCH

The Quartic CCI programme will launch in full on 1 July 2022. Candidates who wish to register before then may do so with a 20% discount for CCI Online using code: 20CCIONLINE or 20CCIREVISION for CCI Revision. Early-booking candidates will receive materials in advance of this date and are invited to provide detailed feedback to help us to smooth out any minor glitches.

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 for investment practitioners of all levels – you may be looking to start a career in finance or you may already be running a global multi-asset fund. You may also be advising on or distributing financial products, or working in risk management: 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 videos and an extensive question bank with mock exams. Live sessions, whether online or face-to-face, can also be arranged on a bespoke basis.

Studying for the CFA UK Certificate in Climate & Investing should take an estimated 150 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 around four months of starting. Although you will have a year from registration in which to do the exam, a more intense timetable will make the studying more efficient.

for the ESG Certificate should take between 100 and 150 hours. We recommend spending at least an hour a day on this so that you can sit the exam within around four months of starting. Although you will have a year from registration in which to do the exam, a more intense timetable will make the studying more efficient.

Materials

For the CCI Online programme, you will receive from Quartic:
• 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).
• A video library approaching 20 hours of detailed explanations of the syllabus.
• An extensive question bank containing around 800 exam-style questions, including two full-length mock exams.
• Quartic tutor support from registration until your exam day.
• Finance Essentials: an additional section providing background knowledge on asset valuation, portfolio theory and financial analysis.

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 and considerations
  3. Regulation, policy response, corporate reporting landscape
  4. Climate change impacts and opportunities
  5. Climate risk measurement
  6. Stewardship and engagement on climate
  7. Listed investment instruments
  8. Climate change and private markets
  9. Portfolio management
  10. Serving client needs
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 (hundreds of locations around the world) or at home using the OnVUE Online Proctoring service.

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.

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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