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CFA Institute Certificate in ESG Investing

Overview

The BMO Financial Group Finance Group Finance Research and Trading Lab is pleased to Introduce the Certificate in ESG Investing offered by CFA Institute.

This highly valued training is free of charge for Rotman Commerce and Rotman School of Management Students.

The program is designed to equip finance professionals like yourself with the critical skills required to integrate Environmental, Social, and Governance (ESG) factors into investment analysis and decision-making processes. The Certificate in ESG Investing delivers the new skills, mindsets and strategies that are needed in one industry-respected qualification program.

Please scroll down for more information about the program and how to register.

Program Overview

The CFA Certificate in ESG Investing is a self-paced study program that culminates in a 2-hour 20-minute exam. With an average recommended study time of 100 to 130 hours, this program is structures to fit around your professional commitments. The certificate covers a comprehensive range of topics including:  

    • Introduction to ESG Investing: Understand the core concepts and the impact of ESG factors on financial performance.
    • Market Trends and Analysis: Dive into the ESG market dynamics, key drivers, and challenges.
    • Environmental, Social, and Governance Factors: Explore detailed analyses of each pillar and their implications for investment strategies.
    • Engagement and Stewardship: Learn about effective engagement strategies and stewardship principles across different asset classes. 
    • Integrated Portfolio Management: Gain insights into ESG integration within portfolio construction and the role of strategic asset allocation.
    • Investment Mandates and Reporting: Develop skills to tailor ESG-informed investment mandates and enhance transparency in client reporting. 

Key Benefits

    • Industry Recognition: The CFA Institute’s ESG Certificate is highly respected across the financial industry, enhancing your credibility and employability.
    • Practical Application: The curriculum focuses on real-world application, equipping you with the tools to effectively manage and implement ESG strategies.
    • Flexible Learning: The newly introduced Learning Ecosystem provides a dynamic, engaging, and effective study experience, adapting to your individual learning pace and focusing on areas needing the most attention.

Program Content

    • Introduction to ESG Investing
    • The ESG Market
    • Environmental Factors
    • Social Factors
    • Governance Factors
    • Engagement and Stewardship
    • ESG Analysis, Valuation, and Integration
    • Integrated Portfolio Construction and Management
    • Investment Mandates, Portfolio Analytics, and Client Reporting
    • And more!

Training Enrolment Information

    • The FRT-Lab offers the training content for free to all Rotman Commerce and Rotman School of Management students. Registration is required. 
    • Certificate access duration: 365 days.

Certification Information

    • Exam fee: USD $865 (inclusive of exam study materials and exam registration).
    • Exam format: Multiple choice and conducted online via Prometric Online Testing or at Prometric Test Centres.

To Register

The registration deadline is 5pm on Sunday October 27, 2024.  Training access information will be sent by email during the week of October 20, 2024.

Fill out and submit the registration form by clicking Click Here.

For any further information or questions, please feel free to reach out to financelab@rotman.utoronto.ca

We are excited to support you on your journey to becoming a leader in sustainable finance.