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 classes, 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: 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.
ESG Core
Tutor-supported all-round study programme
From: £420
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Quartic OnlineThe Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course. -
Online Q-BankAn extensive question bank containing more than 440 exam-style questions. -
Tutor SupportOur support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day. -
Quartic BookWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books 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. You will hey two mock exams, 100 multiple choice questions in each, including item sets. Analysis of the results should give you the best guidance on how to focus your final days of preparation. -
Plant a TreeFor each booking Quartic will sponsor the planting of a tree via the National Trust. Speak to us for details.
ESG Premier
Tutor-guided study route with unlimited support
From: £1,150
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Quartic OnlineThe Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course. -
Online Q-BankAn extensive question bank containing more than 440 exam-style questions. -
Live Tutor SupportOur support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule. -
Quartic BookWe invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books 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. You will get two mock exams, 100 multiple choice questions in each, including item sets. Analysis of the results should give you the best guidance on how to focus your final days of preparation. -
Plant a treeFor each booking Quartic will sponsor the planting of a tree via the National Trust. Speak to us for details.
ESG Revision
Q-Bank and Mock Exams
£280
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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. You will get two mock exams, 100 multiple choice questions in each including item sets. Analysis of the results should 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.
ESG – What’s included (click here)
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, 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.
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.
Quartic Online
Candidates are given 6 months access to the Quartic Online portal in line with CFA Institute policy.
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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