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ESG FAQs

Studying for the Certificate in ESG Investing

Where can I buy the learning materials for the Certificate in ESG Investing?

You can purchase the online learning materials as part of the registration process. 

The registration fee includes access to the online learning materials via a secure platform as well as the first exam sitting. 

Purchase of the online materials is mandatory. 

 

Can I purchase a hard copy of the learning materials?

Hard copy learning materials can be purchased at the point of exam registration for a fee of £30 + p&p.  Hard copy learning materials can only be purchased by those who have registered for the exam and learning materials bundle.

 

Why do I have to purchase the online learning materials?

The Certificate in ESG Investing is the first benchmark level qualification of its kind in the UK specifically designed for investment practitioners.  The learning materials have been produced to specifically cover each of the Learning Outcomes in the syllabus in a concise and focused approach.  There are no similar learning materials in the market and candidates may struggle to identify a similar body of knowledge to support learning for the Certificate in ESG Investing.

 

How do I access the learning materials on the secure platform?

On registering for the exam, candidates will receive an email booking confirmation which will provide a unique user name and password which candidates can use to both schedule their examination and access the learning materials platform.

 

How long do I have access to the learning materials?

Candidates will have access to a soft copy learning materials for the length of the exam registration period which is 12 months.  This may be extended on request and candidates wishing to do this should contact: qualifications@cfauk.org

 

How long does it take to study for the Certificate in ESG Investing?

The recommended study time for the Certificate in ESG Investing is 130 hours.

Registering for the Certificate in ESG Investing

How do I register for the Certificate in ESG Investing?

Registration is a two-step process, completed online.

Go to the ESG registration page, complete the online form and submit. 

Once registered, you will receive a confirmation email providing your unique username and password.

You can use these to access the online learning materials immediately by logging into the Candidate Area on the CFA UK website.

You should also use the same login details to login to Pearson VUE's website to select a date, time and location to take the ESG exam.

   

When can I take my ESG exam?

From 2 December 2019, you can sit your exam on most working days in one of 52 locations across the UK. 


Find your nearest Pearson VUE test centre

Please note, the above link will display all locations of Pearson Vue Test Centres but no test centres outside of the UK will be available for the ESG exam.

You will be able to view available test appointments in the UK once you have registered for the exam.

 

How much is the ESG exam?

The ESG examination and online learning materials cost £470.

This includes the first exam sitting and access to a soft copy of the learning materials via a secure platform. There is no option for candidates to purchase the exam only.

The exam fee is paid through a secure online payment screen. The society does not invoice for exam fees. VAT is not payable on exams nor the exam and online learning materials bundle.

 

How long do I have to complete my ESG exam?

From the date of initial registration, you will have one (1) year to sit your exam.

After that, your registration will expire and you will have to re-register.

 

I’d like to ask for extra time / wheelchair access / medication breaks etc…

CFA UK is committed to preventing barriers to assessment where possible.  Please take a moment to read the reasonable adjustments policy, and submit the reasonable adjustments application form once you have registered for the exam, but prior to exam scheduling.

 

 

Can I postpone my exam?

 

Candidates wishing to reschedule an arranged exam appointment should provide more than 72 hours notice prior to your exam appointment time.

This can be done by logging into the 
Pearson VUE website or calling 0870 609 5777.

All exams must be sat within the 12 month period agreed upon enrolment, or the registration will become void. Refunds will not be issued under any circumstances.

 

Candidates who experience technical difficulty in rescheduling their examination should contact Pearson Vue in the first instance. For technical difficulties experienced during the weekend or public holiday, which results in the candidate not being able to reschedule more than 72 hours prior to the exam appointment time, candidates are advised to email qualifications@cfauk.org to log the time of the issue. The email should describe the technical difficulty experienced, including screen shots to evidence any error messages displayed.

 

 

Can I get an extension to the one-year registration period for my ESG exam?

 

The recommended study time for the Certificate in ESG Investing is 130 hours.

This is achievable within the one-year registration period.

 

How do update my address details?

All requests for a change of address must be made in writing to qualifications@cfauk.org

 

CFA UK will not be held responsible should you not receive your results letter or certificate.

 

My login details don’t work – Pearson VUE website

 

  • try clicking 'I forgot my password'. You will be asked for your username, firstname and surname. A new password will be emailed to you shortly.

     

  • alternatively you can schedule over the telephone by calling Pearson VUE directly on 0870 609 5777.

  • please ensure you have left two working days after your registration before accessing the Pearson Vue website to schedule your exam.

 

My login details don't work – CFA UK Candidate Area

 

If you are trying to log into the Candidate Area of the website to access the online materials or your provisional results:

 

 

Taking the Certificate in ESG Investing

What if I miss my exam due to a flat tyre/flu etc...?

You are able to reschedule your test appointment online at no extra charge 72 hours prior to your exam appointment time. If you have missed your test for any reason and you did not reschedule in time, you will need to register for a new exam at your own expense. This also applies to candidates who arrive late to the test centre, and those who arrive with incorrect ID. If you miss your test due to illness or difficult personal circumstances on the day, please refer to the society's special consideration policy and complete the application form.

Special consideration application form

 

What do I need to bring on the day of my exam?

You need to bring photo identification with you to the test centre.

The only accepted forms of ID are:

  • a valid signed national passport
  • a valid signed UK photo driving licence
  • a valid signed UK photo provisional driving licence

Photocopies of the above are not acceptable.

If you are unable to present the required ID, you must make Alternative ID arrangements at least one week prior to your exam date.

To arrange Alternative ID please read alternative identification policy and follow the instructions provided.

Will I need a calculator for my ESG exam?

You will not need a calculator for your exam and you will not be permitted to take a calculator into the test room.

 

What kinds of questions are used in the ESG exam?

The ESG exam uses standard multiple-choice questions and item sets.

Standard multiple-choice questions are comprised of a question with four (4) answer options.

Item sets are the case study type questions. Candidates are given a short scenario with several questions associated with it. The material given in the case study does not change with the questions.

 

Where can I see the question allocation for the Certificate in ESG Investing?

Question allocation across the syllabus is balanced on the guidance of psychometric and industry specialists.

The syllabus contains the Question Allocation guide which provides candidates with a broad indication of the relative weighting of different parts of the syllabus in the Certificate in ESG Investing exam.

 

How can I resit the ESG exam?

You will need to wait 3 working days after the exam date to re-register for the exam.

You will need to complete the registration process via the Candidate Area.  This will ensure that you can access the resit element of the exam bundle only and will not need to purchase the online learning materials element of the bundle.

 

How many times can I sit the ESG exam?

You may not take an ESG exam more than four times in any four month test window.

Once a passing score is achieved, no further attempts are allowed.

Results and Certificates

What is the passing standard for the exam?

The pass mark of the exam is still to be set, depending on pilot exam results.  However, it is anticipated that it will likely fall between 60% and 70%.  Exams consisting of harder questions will have a relatively lower pass mark and vice-versa.

 

How do I get my exam results?

  • A print out of your provisional results will be provided at the end of your examination at the test centre.
  • Provisional results will be available online three working days after your examination date.
  • Your official results will be confirmed in writing and will be posted to your primary postal address within 21 working days from your examination date.

The CFA UK does not release your exact score or provide details of which questions you answered correctly or incorrectly. 

 

I need a replacement copy of my Certificate in ESG Investing

Please note, this process also applies to those candidates do not contact CFA UK regarding a missing certificate within three months of the date of their examination.

To request a replacement certificate, you must submit a written request containing the following:

  • your full name
  • DOB
  • the approximate date of your exam, e.g. April 2007
  • a photocopy of your passport or UK photo drivers licence
  • a cheque for £30 made payable to 'The CFA Society of the UK'  

Send your request to: CFA UK, 4th Floor, 42 Mincing Lane, London EC3R 7AE

Or email it to: qualifications@cfauk.org

Please note that all replacement certificates will be awarded from 'The CFA Society of the UK'. Replacements certificates are usually provided within ten working days.

If you have any questions, please email qualifications@cfauk.org

 

How do I update my address details?

All requests for a change of address must be made in writing to qualifications@cfauk.org

CFA UK will not be held responsible should you not receive your results letter or certificate.