CFA Institute ESG-Investing : Certificate in ESG Investing

ESG-Investing real exams

Exam Code: ESG-Investing

Exam Name: Certificate in ESG Investing

Updated: Sep 07, 2025

Q & A: 618 Questions and Answers

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About CFA Institute ESG-Investing Exam

CFA Institute ESG-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • ESG Analysis, Valuation, and Integration: Targetted for ESG Consultants, this domain covers methods for embedding ESG factors into the investment process, the obstacles that may arise, and the impact of ESG considerations on valuations across various asset classes.
Topic 2
  • Environmental Factors: This section examines environmental elements, covering systemic links, material impacts, and major trends for ESG Consultants. This section also reviews techniques for evaluating environmental impacts at the national, sectoral, and organizational levels.
Topic 3
  • Investment Mandates and Portfolio Analytics: This domain explains to ESG Analysts the importance of constructing mandates to support effective ESG investment results. This section highlights key aspects, such as transparency and accountability, which are essential for asset owners and intermediaries to align portfolios with ESG priorities.
Topic 4
  • ESG Integrated Portfolio: This section discusses the application of ESG analysis across multiple asset classes, exploring strategies for incorporating ESG criteria into portfolio management.
Topic 5
  • Social Factors: This section focuses on analyzing social factors, including their systemic effects and material impacts. This section also provides methodologies for assessing social risks and opportunities at country, sector, and organizational levels.
Topic 6
  • Overview of ESG Investing and the ESG Market: This section tests ESG Investment Managers and delves into responsible investment strategies, examining how environmental, social, and governance (ESG) elements shape the investment ecosystem.
Topic 7
  • Understanding Governance Factors: This section includes governance elements for ESG Investment Consultants, including core characteristics, governance models, and material impacts. It discusses how governance factors influence investment choices.

Reference: https://www.cfainstitute.org/programs/esg-certification#overview-to-esg-investing-and-the-esg-market

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