London Governance & Compliance Academy

CFA Certificate in Environmental, Social, Governance (ESG) Investing

Demetris Nicolaou

CFA Certificate in Environmental, Social, Governance (ESG) Investing

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Paid

Course Overview

 

Sustainable Finance has gained popularity among professional fund managers and institutional investors.  The EU and other nations have adopted guidelines for Environmental, Social and Governance (ESG) criteria aiming to divert capital to sustainable investments.

 

This training provides an in-dept look at all the aspects of ESG Investing providing valuable tools and insights to professionals in the financial sector such as portfolio managers and investment advisors.

 

The CFA Institute Certificate in ESG Investing examination preparation course offers an in-depth coverage of all the required material, preparing participants for the ESG Investing Examination, based on the most recent and updated syllabus.

 

DateTBD
TimeTBD
Duration14 hours
PriceGBP 725 + VAT

 

Training Objectives

 

By the end of the programme, participants will be able to:

 

  • Define the different approaches to ESG investing

  • Explain the scope of ESG investing and identify the key drivers and challenges

  • Identify the key approaches to Environmental analysis

  • Explain a variety of Social concepts and trends influencing social change

  • Assess the characteristics of effective Governance

  • Explain the objectives of integrating ESG into a firm’s investment process

  • Learn how ESG factors affect investment analysis and valuations

  • Explain the impact of ESG factors on portfolio construction and asset allocation

  • Identify the challenges to measuring and reporting ESG-related performance

 

 

Training Outline

 

  • Introduction to ESG

  • The ESG Market

  • Environmental Factors

  • Social Factors

  • Governance Factors

  • Investor Engagement & Stewardship

  • ESG Analysis, Valuation & Integration

  • ESG Portfolio Construction & Management

  • Investment Mandates, Portfolio Analytics and Client Reporting

 

 

Who Should Attend

 

This programme is ideal for:

  • Portfolio Managers & Fund Managers

  • Investment Analysts

  • Investment Advisors

  • Professional and Retail Investors

  • Executives and Senior Managers in Investment Firms

  • Sales and Business Development Officers

  • Other financial professionals

 

 

Industry Expert | Demetris Nicolaou, CFA

Demetris Nicolaou is Head of Business Development at Leon MFO Investments Ltd. Previously he was Executive Director and Head of Portfolio Management at Hanseatic Capital Management. He has also worked as the CFO of D. Nicolaou & Sons Ltd and at Alpha Bank Ltd as Head of Asset Management. He started his career in the USA at Emerging Markets Management as an Analyst and later Portfolio Manager. Demetris holds a Bachelor’s Degree in Finance and Economics and an MBA from the American University in Washington, DC. He is a CFA Charterholder and served on the board of CFA Society Cyprus as President. He holds CySEC’s Advanced Certificate and the Certificate in Company Direction from the Institute of Directors, UK. Demetris is a Certified Trainer by the Human Resource Development Authority (HRDA) with expertise in investment regulatory topics.

 

 

Training Style

 

The programme is designed to deliver knowledge and enhance participants’ understanding of ESG Investing through detailed explanation of Environmental, Social and Governance factors that fund managers, investment funds, asset managers and investment advisors should consider when analysing investments, selecting investments, and managing portfolios.

 

The training will allow participants to engage in discussion and raise questions that relate to their own operations.

 

Participants will be presented with various examples and case studies that will enhance their understanding of the applicability of the entire ESG investment process.

 

 

CPD Recognition

 

This programme may be approved for up to 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

 

For the CySEC requirements, CPD units attained from this course should not exceed the 50% of the total CPD Units of each individual.

 

 

The EIMF ‘’ CFA Certificate in ESG Investing’’ Package includes:

 

Participants will receive via our training partner Quartic, access to the Quartic Online portal, a comprehensive online resource platform including: Video Library, Question Banks Progress, Tests Progress, Dashboard.

 

  • Online Q-Bank: An extensive question bank containing more than 440 exam-style questions

  • Mock Exams: Online Mock Exams are designed to mimic the actual exam in difficulty and length. Two mock exams, 100 multiple choice questions in each plus item sets.These are marked and graded to give you the best guidance on how to focus your final days of preparation .

  • Tutor support: Quartic support begins on the day you enrol with Quartic. Whether in person or online, via ZOOM, email or telephone, Qtutors are available for any queries you may have through out your studies

 

 

Certificate Overview

 

The CFA Institute Certificate in ESG Investing offers both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose.

 

The certificate and learning materials were developed by leading practitioners for practitioners, and have been recognized by the UN Principles for Responsible Investment (PRI), an independent body that seeks to encourage investors to use responsible investment to enhance returns and better manage business risks.

 

The Certificate in ESG Investing is developed, administered, and awarded by CFA Institute.

 

CFA Exam Fee: £485 the fee is payable directly to the CFA and it include the exam fee and the CFA learning materials

 

 

Exam Format

 

The CFA Institute Certificate in ESG Investing exam:

 

  • Consists of 100 standard multiple choice and item set questions

  • To be completed within 2 hours and 20 minutes

  • Administered in person at test centers in select markets*

  • Online proctoring is available, depending on local regulations and system capability

 

 

Study Time

 

We recommend devoting about 130 hours of study time to achieve the Certificate in ESG Investing. Feedback from certificate graduates shows that experienced professionals may only need around 100 hours to study for this exam.

 

 

Certificate Syllabus and Topic Weights

 

The current syllabus (Version 3) for the Certificate in ESG Investing, valid from 1st October 2021 through 30 September 2022, allocates questions across topics as follows:

 

Topic / Topic Weight

  1. Introduction to ESG 4–8%

  2. The ESG Market 4–8%

  3. Environmental Factors 6–12%

  4. Social Factors 6–12%

  5. Governance Factors 6–12%

  6. Engagement and Stewardship 6–10%

  7. ESG Analysis, Valuation, and Integration 20–32%

  8. ESG Integrated Portfolio Construction and Management 8–14%

  9. Investment Mandates, Portfolio Analytics, and Client Reporting 4–8%

 


Registration Procedure for Examinations  

Upon registration, participants will gain access to valuable resources to guide and support the study with bite-size self-paced materials on a digital learning platform:

  • the syllabus

  • training manual

  • a specimen paper

  • self-assessment questions

 

 

Exam Registration 

  1. Register with the CFA Institute– Create Account 

  2. Purchase the Exam 

  3. Choose Exam Centre Here 

  4. Find More Information by visiting CFA Institute website

 

Ticket Information

CFA Certificate in Environmental, Social, Governance (ESG) Investing
£725.00
Sales Ended: 08-April-2022 00:00
-

Additional Details

Price - 725

Duration - 14

CPDs - 14

Ticket Options - paid

Event registration closed.
 

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Venue

£725
 

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