ΠΕΡΙΓΡΑΦΗ

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.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

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

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

This certificate is designed for investment practitioners who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles, as well as anyone looking to improve their understanding of ESG issues. Specifically, 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
• Professionals in the Treasury Department

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Training Outline

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

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.

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

• 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 owned, administered, and awarded globally by CFA Institute having previously been developed and awarded by CFA Society UK. 

CFA Exam Fee: $795 .The fee is payable directly to the CFA Institute.

Exam Format 

The CFA Institute Certificate in ESG Investing exam (Valid for exams from January 2023):

• Consists of 100 standard multiple choice
• To be completed within 2 hours and 20 minutes ( or 140 minutes)
• Weighting: 1 mark per question, no negative marking
• Target Pass Mark: 60% to 70%
• Administered in person at test centres 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 4) for the Certificate in ESG Investing, valid from 1st January through December 31st December 2023, allocates questions across topics as follows:

Question Allocation / Approx %

• Introduction to ESG 4–8/7%
• The ESG Market 4–8/7%
• Environmental Factors 6–12/10%
• Social Factors 6–12/10%
• Governance Factors 6–12/10%
• Engagement and Stewardship 6–10/9%
• ESG Analysis, Valuation, and Integration 20–32/28%
• ESG Integrated Portfolio Construction and Management 8–14/12%
• Investment Mandates, Portfolio Analytics, and Client Reporting 4–8/7%
• Financial Essentials for ESG -/-

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
• Digital version of the curriculum
• Self-assessment questions
• Mock exam

Exam Registration  

1. Register with the CFA Institute– Create Account 
2. Purchase the Exam 
3. Choose Exam Centre Here 

 *Once registered, you will have 6 months to sit for your exam

Trainer: Demetris Nicolaou

Demetris Nicolaou is a Director of Leon Income Fund and Head of Business Development at Leon MFO Investments Ltd. Previously he was Executive Director and Portfolio Manager 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 investments and  related regulatory topics.