For Applying To Our Company
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.
8 online sessions
Wednesdays: 8:00 PM - 10:00 PM
Saturdays: 9:00 AM - 12:00 PM
20 CPD & PL Hours
Investment professionals who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles
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
Professionals looking to improve their understanding of ESG factors
Busy professionals or full-time students juggling multiple commitments
*Only for IBF-funded participants
Intakes | May 2025 | September 2025 | November 2025 |
Course Duration | 10 May – 14 June 2025 | 6 September - 11 October 2025 | 1 November - 6 December 2025 |
Registration Deadline | 8 May 2025 | 31 August 2025 | 26 October 2025 |
Info Session (Online via Zoom) | - | 2 July, 5 August 2025 6:30 - 7:00 PM | 10 September, 8 October 2025
6:30 - 7:00 PM |
The indicated full course fee includes:
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.
Singapore Citizens and PRs | Singapore Citizens aged 40 years and above |
50% capped at S$3,000 per participant per course | 70% capped at S$3,000 per participant per course |
For more information on funding, IBF Certification, and Continuing Professional Development (CPD) requirements, please visit: www.ibf.org.sg
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 is a Senior Lecturer in the School of Business at the Singapore University of Social Sciences, where he teaches portfolio management, and impact investing and green finance. He has a PhD in Finance from the University of Minnesota and the CFA Institute Certificate in ESG Investing.
His research examines the implications of financial intermediation for asset pricing and corporate finance, and has been published in the European Accounting Review, the Journal of Business Finance and Accounting, and the Journal of Financial Research, at which he has also received an Outstanding Article Award. His works have been presented at the London Business School, the American Accounting Association Annual Meeting, and the Financial Intermediation Research Society Conference.
Hardik Shah, CFA, is a seasoned sustainability and ESG leader with over 16 years of experience spanning ESG research and integration, climate and carbon markets advisory, and business intelligence—bringing a deep understanding of how sustainability factors impact investment performance.
At DSP, he spearheads ESG and sustainable investing initiatives, partnering with investment teams to embed ESG insights into investment processes and deliver integrated solutions for clients in India and globally.
Previously, at GMO, Hardik built and led the firm’s global ESG capability across asset classes. His work included developing proprietary tools such as a country-level ESG model and the GMO ESG Score, supporting ESG integration and stewardship efforts across portfolios, and designing fund-level ESG disclosures.
Earlier, he led a global ESG research team at Sustainalytics, contributed to ESG Ratings at MSCI, and advised on carbon credit projects at Ernst & Young, helping register assets under the UNFCCC’s Clean Development Mechanism.
Hardik holds an engineering degree, a postgraduate diploma in Finance, the CFA charter, and sustainability credentials including FSA (SASB) and SCR (GARP)—reinforcing his ability to align ESG insights with long-term investment value.
Kok Kah Fai, CFA, is Head of APAC for BCA Research, the industry leading independent investment research provider. The BCA research insights drive many of the investment management and asset allocation decisions across traditional asset managers, alternatives, wealth managers, banks and asset owners.
His prior experience included building out the Asia/APAC businesses for Rimes Technologies (a market leader in investment/ESG data management), RiskMetrics (ex-JP Morgan Risk Analytics now part of MSCI) as well as Bloomberg Portfolio Analytics (PORT). His subject matter expertise includes investment analysis, portfolio construction/backtesting and portfolio credit/market risk methodologies (CreditMetrics/RiskMetrics), including historical/predictive stress testing. He is also certified in performance attribution analysis including methodologies for equities, fixed income and balanced portfolio, as well as GIPS requirements. Kah Fai also delivers foundational financial literacy training via Credit Counselling Singapore and AIDHA.
Kah Fai graduated summa cum laude in Mechanical Engineering & Aerospace Engineering, with a Certificate in Engineering Management Science, from Princeton University. He is also a Member of Phi Beta Kappa, Tau Beta Pi and Sigma Xi Honor Societies. His professional certifications include the CFA® designation, Professional Risk Manager (PRM), Certificate in Performance Measurement (CIPM) and Certificate in ESG Investing.
Sannya Joseph, CFA, is an ESG Client Engagement Manager for APAC who focuses on helping financial institutions integrate sustainability into their workflows and reporting requirements. She also worked as a Lead Quantitative Specialist for 5 years, focusing on the Investment Management segment, specifically equities.
In this role she worked with asset managers across the globe, helping them integrate quant investing techniques within their existing stock selection framework.
She began her career with S&P Global in 2009 as part of the technology division that focuses on developing quantitative products. She holds a CFA, Engineering degree in Information Technology and a certification in Financial Risk and Investment Management from the Indian Institute of Management – Calcutta.
Chief Financial and Sustainability Officer, Embrace ESG, Founder and MD, Kai Asia Advisors
Chief Financial and Sustainability Officer, Embrace ESG, Founder and MD, Kai Asia Advisors
Allen Cheong, CFA, has more than 25 years of extensive experience in investment banking, venture investment and entrepreneurial startups. He has helped many entrepreneurs grow their business through mergers and acquisitions, IPOs, fund raisings and restructurings. A seasoned investment banker in established financial institutions such as DBS, OCBC and Daiwa Capital Markets, he spent most of his career in the financial industry, specialising in corporate finance services, with in-depth experience advising, executing and structuring M&A and IPO deals in Singapore and in the region. He has completed more than 40 deals with deal value totaling more than S$10 billion in diverse sectors spanning TMTs, financial, healthcare, energy, real estate, consumer and industrials. Allen currently provides consultancy and training for corporates, institutions and schools in the areas of corporate finance, investments and ESG. He has been awarded the CFA Institute Certificate in ESG Investing, and the Certified Sustainability Practitioner (Advanced Edition) from the Center for Sustainability and Excellence. Allen graduated with an MBA from Chicago Booth School of Business, and is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst and Chartered Valuer and Appraiser. He is an active community volunteer, currently serving as Chairman of Watten Residents’ Network.
Our students appreciate our engaging, patient instructors who provide clear explanations, useful study tips, and real-life examples to enhance learning.
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.
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.
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.
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).