Certificate in ESG Investing
The CFA Institute Certificate in ESG Investing is already becoming the definitive qualification on this essential topic. Launched by the CFA UK in 2019, the certificate has global outlook and global appeal, with investment practitioners around the world already benefitting from the knowledge gained.
Course Information
The Quartic programme for the ESG Certificate is designed to make learning enjoyable and the content intuitive. Environmental, social and governance issues cover an enormous spectrum of ideas. There are nine sections to the ESG Certificate syllabus and (dare we say) a very large number of facts and figures, concepts, government and private initiatives, regulations and acronyms to get your head around.
A combination of the Quartic Workbook, pre-recorded videos and live workshops 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: 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.
ESG Online
Self-paced all-rounder study solution
From: £395
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Quartic OnlineThe Quartic Online portal is your comprehensive online resource platform including: Video Library Question Banks Progress Tests Progress Dashboard -
Online Q-BankAn extensive question bank containing more than 440 exam-style questions. -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Quartic BookWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-book have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee. -
Mock ExamsOur online Mock Exams are designed to mimic the actual exam in difficulty and length. Two mock exams, 100 multiple choice questions in each plus item sets. These are marked and graded to give you the best guidance on how to focus your final days of preparation.
ESG Live
All-rounder studying with live online Education
From: £990
-
Quartic OnlineThe Quartic Online portal is your comprehensive online resource platform including: Video Library Question Banks Progress Tests Progress Dashboard -
Tutor SupportOur support begins on the day you enrol with us. Whether in person or online, via Zoom, email or telephone, our tutors are available for any queries you may have throughout your studies. -
Quartic BookWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-book have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee. -
Live Online EducationFace-to-Face Online Education sessions are live streamed and provide candidates with the highest level of interaction with their instructors. Our Tutors encourage candidates to challenge technical content, as this creates more detailed discussion and a foundation for a solid understanding. -
Mock ExamsOur online Mock Exams are designed to mimic the actual exam in difficulty. These are marked and graded to give you the best guidance on how to focus your final days of preparation.
ESG Revision
Q-Bank and Mock Exams
£250
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Online Q-BankAn extensive question bank containing more than 440 exam-style questions. -
Mock ExamsOur online Mock Exams are designed to mimic the actual exam in difficulty and length. Two mock exams, 100 multiple choice questions in each plus item sets. These are marked and graded to give you the best guidance on how to focus your final days of preparation.
All prices are net, VAT will be added where applies.
The CFA Institute Certificate in ESG Investing* explores environmental, social and governance issues 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? All shall be revealed…
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 ESG 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 exam. There are scheduled live sessions as well, designed to be accessible for all time zones.
*The Certificate in ESG Investing is administered, and awarded by CFA Institute.
Studying 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 ESG Live 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 schedule of live workshop sessions totalling 12 hours, timed to be accessible from most time zones.
• A video library approaching 15 hours of detailed explanations of the syllabus.
• An extensive question bank containing more than 640 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.
The next Live Workshop dates will be:
Workshop 1 – Tuesday 15 March 2022
Workshop 2 – Thursday 17 March 2022
Workshop 3 – Tuesday 22 March 2022
Workshop 4 – Thursday 24 March 2022
All live workshops will run 18:00 – 21:00 (UK time)
For the ESG Online you will receive the same content except for live workshops.
An online version of the Official Training Manual will be part of the cost of registration with CFA Institute. You may, in addition, purchase a hardcopy manual.
Please note that the Quartic fees do not include your exam registration.
Syllabus
There are nine chapters, of varying length:
1. Introduction to ESG
2. The ESG Market
3. Environmental Factors
4. Social Factors
5. Governance Factors
6. Engagement and Stewardship
7. ESG Analysis, Valuation and Integration
8. ESG Integrated Portfolio Construction and Management
9. Investment Mandates, Portfolio Analytics and Client Reporting
Examinations
The exam contains 100 multiple choice questions, including a few (multi-question) item sets, and 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 Institute Level 4 Certificate in ESG Investing.
If you have also passed the level 4 IMC exam then you will be awarded the CFA UK Level 4 Diploma in Investment Management (ESG).
Finance Essentials
We have included an additional section at the back of our workbook to provide background knowledge on areas of finance within ESG. 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 ESG candidates who would like to improve their knowledge.
Prerequisites
There are no formal prerequisites to studying the ESG Certificate. 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 not required. Accounting concepts will be fully explained when you meet them, and the exam contains no calculations. Calculators are not permitted (or needed) in the exam itself.
Detailed information available in our Certificate in ESG Investing brochure.
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