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.

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

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. 

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.

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.

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. 

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.

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.