CFA Institute Sustainable Investing Certificate & Preparatory Programme
Certificates & Courses
The future belongs to sustainability. Will you be a part of it?

This is a bundling that combines and offers CFA Institute Sustainable Investing Certificate and the CFA Society Singapore Preparatory Programme at a special rate.

The Sustainable Investing Preparatory Programme is designed to help participants increase their chances of obtaining CFA Institute Sustainable Investing Certificate on the first attempt. The course will equip participants with an overview, knowledge, and practical application in the integral and fast-growing field of environmental, social, and governance (ESG).

This course draws heavily from material developed by CFA Institute, a global premier organisation for investment management professionals. The material was developed in consultation with leading firms and supported by the UN Principles for Responsible Investment (PRI), which will enable you to expand your ESG knowledge and develop the skills and competencies to fulfil your and your firm’s responsibilities.

Course Details
LESSONS

8 online sessions

TIME

Weekdays: 8:00 PM - 10:00 PM

Saturdays: 9:00 AM - 12:00 PM

MODE
Online via Zoom
PROFESSIONAL LEARNING CREDITS

20 CPD & PL Hours

Why Register?
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Strengthen your exam readiness and improve your chances of passing the CFA Institute Sustainable Investing Certificate on your first attempt

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    Enhance your employability in the growing field of ESG within the finance sector

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      Stay ahead in a rapidly evolving ESG landscape by gaining in-demand, practical knowledge

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        Contribute meaningfully to global sustainability efforts through informed and responsible investment practices

          Who should Register?


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          Investment professionals who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles

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          Professionals working in front or back offices and adjacent roles — including those in sales and distribution, wealth management, product development, financial advisory, consulting, compliance, and risk management

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          Professionals looking to improve their understanding of ESG factors

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          Busy professionals or full-time students juggling multiple commitments

          Why Study with Us?
          Expert Guidance
          01
          Learn from a blended team of established practitioners and academics who bring invaluable real-world experience and perspective.
          Peer Learning & Networking
          02
          Build a sense of community and increase motivation as you learn alongside a diverse cohort of peers. Form valuable connections and continue conversations beyond the programme.
          Structured Approach
          03
          Keep track of your goals with a structured schedule that offers a clear timeline, focused study sessions, and targeted practice exams for efficient preparation.
          Bundle Price
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          Take advantage of our unique bundle offer that combines the CFA Institute Sustainable Investing Certificate and our Preparatory Programme at an affordable price.
          Key Topics
          • Introduction to ESG
          • The ESG Market
          • Environmental Factors
          • Social Factors
          • Governance Factors
          • Engagement and Stewardship
          • ESG Analysis, Valuation and Integration
          • ESG Integrated Portfolio Construction and Management
          • Investment Mandates, Portfolio Analytics and Client Reporting
          Course Delivery
          • 20 hours of live interactive lessons
          • Recorded lectures for flexible review
          • Comprehensive slides
          • 9 Self-assessments for all 9 topics
          • 2 Mock exams
          • 1-hour IBF Assessment*


          *Only for IBF-funded participants

          Intakes

          Intakes

          March 2026

          May 2026

          Course Duration

          7 March - 18 April 2026

          2 May - 6 June 2026

          Registration Deadline

          1 March 2026

          26 April 2026

          Info Session

          25 February 2026

          9 April 2026 (In-person)
          Lunch talk: The Rise of Nature in Sustainable Debt Markets
          Register here

          Course Fees

          The indicated full course fee includes: 

          • one (1) attempt of the CFA Institute Sustainable Investing Certificate examination, and;
          • two (2) attempts of the IBF Assessment.

           

          Full Course Fee

          CFA Society Singapore Member

          $2,750

          Non-Member

          $2,850

           

          Note: CFA Society Singapore currently operates this programme on a full fee model. Participants who do not meet the programme requirements will be disqualified from IBF funding and will not be eligible for a refund of the IBF funding amount. Refunds will only be processed upon fulfillment of all funding criteria. Fees are not inclusive of GST.

          Funding Support at a Glance

          Funding Quantum

          Candidate Category Funding Support
          Singapore Citizens (aged 40 and above) 70% of exam registration fee

          capped at S$3,000 per participant per course

          Singapore Citizens (aged below 40) & Permanent Residents 50% of exam registration fee

          capped at S$3,000 per participant per course


          Funding support for the same course will be granted only once per calendar year per participant. For more information on funding, IBF Certification, and Continuing Professional Development (CPD) requirements, please visit: www.ibf.org.sg

          Eligibility Criteria & Funding Requirements

          To qualify for IBF-STS funding, candidates must:

          Be a Singaporean or Singapore Permanent Resident (PR), physically based in Singapore. This scheme is available for both self-sponsored and company-sponsored individuals.

          For company-sponsored candidates, eligible companies are:

          • Singapore-based financial institutions, or;
          • FinTech firms certified by the Singapore FinTech Association (SFA)
          1. Class Attendance: 75% or more; and
          2. IBF Assessment: Complete with passing mark within the two stipulated attempts; and
          3. CFA Institute Sustainable Investing Certificate: Pass the examination within 9 months from enrolled intake’s commencement date of CFA Institute Sustainable Investing Certificate and Preparatory Programme; and within 6 months from exam registration date.
          Participants who do not meet all above-stated requirements will not be eligible for a refund of the IBF funding amount.
          Meet our Trainers

          Any educational programme is only as good as the people who construct and deliver it. We have assembled an effective, well-respected, and competent team of academics and industry professionals to deliver the best of both worlds in teaching.

          Dr. Tan Eng Joo, CFA

          Head, Masters and Graduate Diploma in Sustainability Management Programme, SUSS

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          Hardik Shah, CFA

          Head – Sustainable Investment, DSP Mutual Fund

          CFA Institute’s Inaugural Global ESG Working Group (2020), ESG Examination Subcommittee (2021 - 2023), ESG Technical Committee (2023 - 2025), and Member Sustainable Investing Advisory Panel (SIAP)

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          Kok Kah Fai, CFA, CIPM

          Head of APAC

          BCA Research

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          Sannya Joseph, CFA

          Head of APAC, ESG Client Engagement

          S&P Global

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          Allen Cheong, CFA

          Director, Head of Sustainability, LMS Compliance Ltd

          Founder, Kai Asia Advisors Pte Ltd

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          Testimonials
          What Our Students are Saying

          Our students appreciate our engaging, patient instructors who provide clear explanations, useful study tips, and real-life examples to enhance learning.

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          Abirami Singaravadivelan

          The CFA Society Singapore Preparatory Programme was really helpful in preparing me for the CFA Institute ESG Investing (Sustainable Investing) Exam.

          What stood out the most was how the lecturers guided our thinking—by covering the key concepts in each topic, and by sharing narratives and examples from their professional experience. That made the material much more relatable and easier to understand (and remember!), especially when it came to the more complex ESG topics. Not to mention, the practice tests, quizzes, and mock exam were super useful in reinforcing understanding and helping with content retention.

          I also found it enriching to hear from my classmates during the sessions, who came from different industries and roles. Their perspectives on specific topic areas gave me fresh insights into how ESG and investing principles are applied in the real world.

          Overall, the programme gave me a good foundation of technical knowledge to guide my own further revision before going into the exam.

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          Dave Lam

          This preparatory programme is progressive yet comprehensive - suitable for both amateurs and professionals keen on the field of ESG investing. The modular in-depth curriculum taught via online part-time classes is perfect for busy individuals and working adults.

          Furthermore, their industry lecturers are most willing to share valuable insights into current trends and developments in the sustainable finance space, thereby providing practical guidance for real-life workplace applications.

          Kudos to the ESG Preparatory Programme through CFA Society Singapore for helping me complete the CFA Institute ESG Investing Examination.

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          Wilson Liew

          The CFA Society Singapore Preparatory Programme was well-tailored to help busy candidates like myself prepare for their CFA Institute Certificate in ESG Investing exam.

          Besides distilling the salient points, the programme is delivered by experienced practitioners who help to provide clarity and context to the various ESG considerations.

          Active discussions are also encouraged, making the sessions insightful and engaging.

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          Download the CFA Institute Sustainable Investing Certificate and Preparatory Programme Brochure
          Fill and submit this form to get your programme brochure
          Get Access
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          FAQ

          Yes, SkillsFuture Credits (SFC) can be used to offset the Nett Fee Payable. Applicants should indicate their intention to use SFC and the specific amount in the registration form. Please note that only Opening Credit can be utilised. The Mid-Career Credit is not applicable.


          Missed lessons can be reviewed via recorded lectures on the Learning Management System, but these do not count towards attendance. No makeup lesson will be conducted.


          There are no formal prerequisites. Prior knowledge of the investment process is useful, but the Preparatory Programme is designed to support learners from diverse backgrounds, including those new to ESG or investment topics.

          The programme is delivered 100% online via Zoom. Participants will also have access to recorded sessions for flexible review.

          Yes. The full course fee includes one (1) attempt at the CFA Institute Certificate in ESG Investing exam, along with two (2) attempts at the IBF Assessment (IBF Assessments are applicable to IBF-STS funded candidates).

          Singapore Citizens and Permanent Residents who are physically based in Singapore are eligible, subject to meeting all other funding requirements: minimum 75% attendance rate and pass IBF Assessment within 2 stipulated attempts, and pass the CFA Institute Sustainable Investing Certificate exam within 9 months from enrolled intake's commencement date and within 6 months from the exam registration date.