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Pass your CFA exams with confidence. Start your journey with Quartic today!

CFA Institute Climate Risk, Valuation, and Investing Certificate

Gain deep practical skills in climate investing with this exciting certificate programme from CFA Institute Portfolio managers and analysts increasingly need to be aware of climate change and how it affects their investments and portfolios. The CFA Institute Climate Risk, Valuation, and Investing Certificate, or CRVIC, provides in-depth knowledge and practical skills in climate investing and how to incorporate climate into decision-making.
  • Course Details
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Course Details

Certificate Details

The CRVIC provides candidates with in-depth knowledge of climate risks and regulations, transition finance, asset classes, alternative investments and portfolio management. The certificate is structured around five broad topic areas:

  1. Climate Science, Risks, and Regulations – Gain some background knowledge in the science as well as the risks (and opportunities) facing the planet and individual organisations. Understand the regulatory requirements in different regions and how different carbon markets work.
  2. Transition Finance – How are decarbonisation projects financed? Explore national and organisational transition plans and how financing decisions are made, as well as the climate disclosures required. On the other side of the coin, learn the opportunities and challenges for investors.
  3. Climate & Valuation: Listed Equity and Debt – Understand climate data and metrics, and how these affect the analysis and valuation of public equity and fixed income instruments. Also learn how the portfolio investment process can integrate climate factors.
  4. Climate & Valuation: Alternatives – Climate factors can have a material impact on other asset classes. Explore climate tools and metrics relating to the valuation and analysis of private equity, private debt, real estate and infrastructure.
  5. Portfolio Management and Stewardship for Climate Risk – Learn the different methods for constructing and managing climate-focused portfolios, along with risk management and the stewardship and engagement that managers can undertake.

When enrolling with CFA Institute you have the choice of studying in a cohort with fixed timing or as a self-paced candidate.

Whichever study option you select, along the learning route you will have regular mandatory assessments, peer-reviewed assignments, as well as a full-length exam at the end.

 

Personalised Mentoring from Quartic

Self-study can be a challenge for those with demanding professional lives and, dare we suggest, a family or social life outside work.


Quartic specialises in personalised one-to-one candidate mentoring. Our tutors have gained the CRVIC themselves and for decades have been supporting, guiding and coaching candidates to succeed in certificates and exams. Each mentor is also a CFA charterholder, allowing them to provide you with background financial explanations where needed.


As you make progress through the certificate you will need to achieve a pass score in regular tests and write peer-reviewed assignments (as well as grading someone else’s). There is also a 60-question timed exam at the end.


Each live session with a Quartic tutor is tailored to your specific needs. Personalised sessions can include:

  • Technical terminology and content;
  • Background financial context;
  • Climate metrics and regulations;
  • Discussion on how best to complete your mandatory assignments;
  • Guidance on creating and maintaining a realistic timetable;
  • How to structure your study time effectively.

Our tutors bring both subject matter expertise and the emotional intelligence needed to support your study journey.


Quartic is a trusted name in financial education. Our tutors have decades of experience and have supported thousands of candidates successfully through a range of professional qualifications. We’ll help you to stay on track and confidently to achieve the Climate Risk, Valuation, and Investing Certificate.

Helpful Information

Course Options

Course Options
Course Options

Quartic’s Premier support for CRVIC costs £1,500 plus VAT. For this you receive unlimited tutor support from the day you register until you have succeeded in achieving the certificate. Although most candidates will be studying for four to six months, we will maintain support as long as you need within your CFA Institute completion window, which is currently 12 months.

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Premier Support

£1,500.00 + VAT

What’s Included?

Unlimited Support

Unlimited one-to-one tutor support from the day you register until you have succeeded in achieving the certificate.

Add to cart

Premier Support

£1,500.00 + VAT

What’s Included?

Unlimited Support

Unlimited one-to-one tutor support from the day you register until you have succeeded in achieving the certificate.

Add to cart

Free Online Demo For CFA Institute Climate Risk, Valuation, and Investing Certificate

Please complete the online demo download form to gain access to the interactive learning experience.

What Our Clients Say

At Quartic we teach investing with a passion, inspiring delegates of all levels. From exam courses to bespoke executive programmes, the Quartic team prides itself on making our courses highly interactive and enjoyable to attend, whether in person or online.

★★★★★ 5/5

Your online platform and study materials were absolutely instrumental in my preparation. The comprehensive content, practice exams, and especially the insightful explanations provided a solid foundation for my understanding. I truly believe that without the support and quality of Quartic’s resources, this achievement would have been much more challenging to attain.

Thank you for your dedication to creating top-notch educational tools that make a real difference in the lives of students like me. Your commitment to excellence has paid off, and I am incredibly grateful for the knowledge and confidence I gained from using your platform.

Sarvarjon Pulatov
Multinational Development Bank
★★★★★ 5/5

I used to be a Quartic student, and I remain deeply grateful for the foundational training I received. I still vividly remember Mr. Nicholas Blain’s teaching, which not only laid a solid foundation for me but also sparked my enduring interest in the industry.

Rhea Zhang 
Bank of China
★★★★★ 5/5

Today I passed my CFA level 1 exam and wanted to thank you for your great materials and your passion for sharing the knowledge. I really enjoyed watching your videos 😃

Bartosz 
★★★★★ 5/5

Thank you very much for all your support, I will be definitely recommending your service to my colleagues as it was a fantastic experience 🙂

Barbara 
★★★★★ 5/5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova, CFA ACA
Analyst
★★★★★ 5/5

Nicholas is one of the best tutors I have ever studied under. His unique ability is to explain complicated concepts in simple words and graphics, passing on his excellent grasp of the subject.

Alroy Dcruz, CFA
Business Consultant
★★★★★ 5/5

A big thank you to Quartic without whose help I would not have passed CFA Level I first time. Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.

LD.
PwC
★★★★★ 5/5

I would like to thank the Quartic Team for the effort in helping to make sure our classes went on smooth and for the wonderful teaching. It was very impressive. I would also like to thank the tutors for teaching us and for being very helpful in the whole process of preparing for the exam. Overall, it was a great experience having spent the past months with you.

Shanshan Song
LSE Political Sciences
★★★★★ 5/5

I did a lot of research before choosing to partner with Quartic and that’s exactly what it is; a partnership. Their tutors would take you through from the beginning to the end and you can see the passion and their interest in your wellbeing. Quartic structures their classes and curriculum around the feedback they receive from candidates like us to help make it easier, smoother and better for our time with them on this difficult journey. Credit where it’s due, thank you to the team for taking me through my Level 1 2017 and Level 2 2018; only 1 to go! Just to make a point, I tutored colleagues studying with other trainers.

Terence Darko
Institutional Sales, Investment Management
★★★★★ 5/5

Your teaching methods are outstanding – hope to see you at level 3!

Jamie Dorricott
BNP Paribas
★★★★★ 5/5

Thank you again for an amazing revision course, I truly believe it was the turning point in passing this exam.

Ines Cebic-Habibija
EBRD
★★★★★ 5/5

I took the distance learning program for both CFA Levels I and II. I’m from the UAE and have recommended the Quartic distance learning program to my friends.

Abdulla
Mubadala GE Capital
★★★★★ 5/5

The course was great and I feel a lot more confident about the exams.

Alice Pezzo
MFS Investment Management
★★★★★ 5/5

The IMC course at Quartic provided me with a necessary insight about an industry that I wanted to get into. In particular, it allowed me to make a shift from law to asset management and made my studies towards the CFA qualification less stressful. The tutor’s support was always there and all stumbling blocks were substituted with understanding of both theoretical and practical concepts. Thank you Quartic!

Philipp Orlik
Investment Associate
★★★★★ 5/5

I would like to thank you for your support – the Quartic programme is a huge contributor to my success.

Leena Elsamra
EBRD
★★★★★ 5/5

In the space of four months I have pursued and successfully completed both of the exams comprising IMC qualification on the first trial thanks to my studies based on the Quartic training materials. The tutor had a lot of the real life experience and was able to relate the information in a succinct and interesting manner. I look forward to moving into the financial services and so far IMC has opened quite a few doors for me to realise that.

Natalya Zhdanova
Market Research & Analysis
★★★★★ 5/5

I passed the CFA Level III Exam. I just wanted to say thank you so much for all your help. You were great tutors and went beyond answering all my questions very promptly.

Niha Islam
Centrica
★★★★★ 5/5

A huge thanks from me to all the tutors and to Nick for an outstanding preparation, literally from zero.

Svitlana Pyrkalo
EBRD
★★★★★ 5/5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova
Analyst
★★★★★ 5/5

My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.

Izabela
Allianz Global Investors
★★★★★ 5/5

I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!

Daniel Beheshti
Merrill Lynch
★★★★★ 5/5

I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!

Daniel Beheshti
Merrill Lynch
★★★★★ 5/5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova
Analyst
★★★★★ 5/5

My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.

Izabela
Allianz Global Investors

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Need to discuss your training needs?

Interested in learning about course pricing or curious about group discounts? Please provide details of your inquiry, such as the specific course or course type, pricing request, etc. Our dedicated team will be happy to assist.

Copyright ©2025 Quartic Training Limited. CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Quartic Training Limited. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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