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

Wednesdays: 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?
Image
  • Strengthen your exam readiness and improve your chances of passing the CFA Institute Sustainable Investing Certificate on your first attempt
Image
  • Enhance your employability in the growing field of ESG within the finance sector
Image
  • Stay ahead in a rapidly evolving ESG landscape by gaining in-demand, practical knowledge
Image
  • Contribute meaningfully to global sustainability efforts through informed and responsible investment practices
Who should Register?


Image

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

Image

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

Image

Professionals looking to improve their understanding of ESG factors

Image

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
04
Take advantage of our unique bundle offer that combines the CFA Institute Certificate in ESG Investing and our ESG 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
  • 1-hour IBF Assessment*

*Only for IBF-funded participants

Upcoming Intakes

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

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.

Eligibility Criteria for IBF-STS

Funding Quantum

Singapore Citizens and PRsSingapore 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

Eligibility Criteria

Applicants 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.
Successfully complete the training programme, including passing all relevant assessments and examinations, with at least 75% of class attended.
Failure to meet both requirements will result in the clawback of subsidy.
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
Image
Hardik Shah, CFA
Head – Sustainable Investment, DSP Asset Managers Private Ltd, CFA Institute’s Inaugural Global ESG Working Group (2020), ESG Examination Subcommittee (2021-2023) and ESG Technical Committee (2023 onwards)
Image
Kok Kah Fai, CFA , CIPM
Head of APAC, BCA Research
Image
Sanya Joseph, CFA
Head of APAC, ESG Client Engagement, S&P Global
Image
Allen Cheong, CFA

Chief Financial and Sustainability Officer, Embrace ESG, Founder and MD, Kai Asia Advisors

Image
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.

Image
Image
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.

Image
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.

Image
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.

Image
Gain a Competitive Edge Today
Become the in-house ESG expert. 
Download the ESG Preparatory Programme Brochure
Fill and submit this form to get your ESG Preparatory Programme Brochure
Get Access
Image
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 and One-off Top-up Credit can be utilized. 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. Funding quantum is 50% for Singaporeans <40 years old and PRs, and 70% for Singaporeans aged 40 and above (all capped at SGD3000).