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Certificate in ESG Investing Test Specification

CFA UK Level 4 Certificate in ESG Investing

The Certificate in ESG Investing is a level 4 qualification which delivers the knowledge and skills required by investment professionals to integrate ESG factors into the investment process. The first qualification of its kind in the UK, it has been developed by practitioners for practitioners.

Certificate in ESG Investing Objective

The Certificate in ESG Investing is a level 4 qualification which delivers the benchmark knowledge and skills required by investment professionals to integrate ESG factors into the investment process. The first qualification of its kind in the UK, it has been developed by practitioners for practitioners

Do I need to have completed any other qualifications prior to taking the Certificate in ESG Investing?

There are no formal entry criteria for this qualification, but it is strongly recommended that candidates have a solid grounding in the investment process achieved via formal qualification or experience.

What knowledge, skills and understanding do I need before taking the qualification?

Candidates should have a solid grounding in the investment process achieved via formal qualification or experience.

What do I have to do in order to complete the qualification?

The Certificate in ESG Investing consists of a single standalone examination unit which you must pass in order to achieve the qualification.

No exemptions are available. 

What knowledge, skills and understanding do I need before taking the qualification?

The syllabus provides detail on the knowledge, skills and understanding against which you will be assessed.

The question allocation across the syllabus is balanced on the guidance of industry specialists. The syllabus also includes detail on how questions are allocated across topic areas.

How will you assess my performance?

The Certificate in ESG Investing is assessed through online testing using standard multiple choice and item set questions. Exams are delivered through computer based testing at centres administered by CFA UK’s testing partner, Pearson Vue. A large number of test centres are available across the UK.

What are the criteria against which candidate attainment is measured?

The Certificate in ESG Investing examination tests your knowledge against the learning outcome statements of the Certificate in ESG Investing syllabus. In order to pass the exam, you must demonstrate competence against these criteria.

Are there any specimen assessment materials available?

A full specimen paper is available. 

The specimen paper incorporates questions similar in style and difficulty to those in the Certificate in ESG Investing examination. Please note that, whilst these questions are indicative of the types of question asked, they are by no means exhaustive. You are strongly recommended to take the necessary time to understand and address the learning outcomes in the syllabus. 

Are there any specified levels of attainment?

A standard setting process has been undertaken by investment practitioners and assessment experts to determine the required 'standard' that candidates must meet in order to pass the Certificate in ESG Investing. We follow a consistent process to ensure all exams have an equivalent level of difficulty. The pass mark for the Certificate in ESG Investing will be determined after the pilot examinations have been completed.  It is anticipated that the pass mark will be between 60% and 70%. Exams consisting of harder questions will have a relatively lower pass mark and vice-versa.

How long will the qualification take me to study for?

We estimate that a typical candidate will take in the region of 130 hours to study for the qualification. The Total Qualification Time (TQT) for this qualification is 132 hours.  This will vary depending on previous experience and includes any formal study as well as self-study and assessment time.

 

What Level is assigned to the Certificate in ESG Investing qualification?

The Certificate in ESG Investing is a Level 4 qualification. This means that the level of difficulty of the qualification broadly equates to the first-year of an undergraduate degree.