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Updated: Sep 21, 2026

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CFA Institute ESG-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • Engagement and Stewardship: This section explores the foundations of investor engagement and stewardship, emphasizing their importance and practical application.
Topic 2
  • 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 3
  • 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 4
  • 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 5
  • 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.

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

CFA Institute ESG-Investing Exam Overview:

Certification Vendor:CFA Institute
Exam Name:Certificate in ESG Investing
Exam Number:ESG
Exam Format:Multiple Choice Questions (MCQ)
Real Exam Qty:100
Related Certifications:CFA Program
Exam Price:USD $675 (CFA Institute members) / USD $875 (non-members)
Passing Score:70%
Exam Duration:120 minutes
Available Languages:English
Certificate Validity Period:No fixed expiry (holders encouraged to maintain currency via CPD)
Sample Questions:CFA Institute ESG-Investing Sample Questions
Exam Way:Computer-based testing at Pearson VUE test centers
Pre Condition:No formal prerequisites; recommended basic investment knowledge
Official Syllabus URL:https://www.cfainstitute.org/programs/esg-investing

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