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Obtain the CFA Institute Certificate in ESG Investing with the help of our ESG Preparatory Programme.
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CFA Institute Certificate in ESG Investing & ESG Preparatory Programme
This is a bundling that combines and offers the CFA Institute Certificate in ESG Investing and the CFA Society Singapore ESG Preparatory Programme at a special rate.
The ESG Preparatory Programme is designed to help participants increase their chances of obtaining the CFA Institute Certificate in ESG Investing 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
Dates
28 September – 9 November 2024
Time
Wednesdays: 8:00 PM – 10:00 PM
Saturdays: 9:00 AM – 12:00 PM
Mode
Online via Zoom
Fees*
Member: SGD 2,700
Non-Member: SGD 2,800
*Prices subject to 9% GST
Professional Learning Credits
21 CPD & PL CREDITS
Who should attend?
- Investment practitioners 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
- Individuals looking to improve their understanding of ESG issues
- Busy professionals or full-time students juggling multiple commitments
Why attend?
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Improve your chances of passing the CFA Institute Certificate of ESG
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Investing exam on the first attempt
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Improve your chances of snagging an ESG position in the finance sector
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Gain an edge in a fast-moving and ever-evolving ESG market
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Be part of the solution to existential issues impacting the world
Key Topics
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Introduction to ESG
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The ESG Market
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Environmental Factors
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Social Factors
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Governance Factors
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Engagement and Stewardship
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ESG Analysis, Valuation and Integration
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ESG Integrated Portfolio Construction and Management
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Investment Mandates, Portfolio Analytics and Client Reporting
Course Delivery
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20 hours of live virtual lessons
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Recorded lectures to revisit classroom delivery
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Comprehensive slides
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Mock examinations
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1 hour of IBF Assessment*
*Only included in IBF-funded Preparatory Programme.
Course Fees
The indicated full course fee includes one (1) attempt of the CFA Institute Certificate in ESG Investing Exam and two (2) attempts of the IBF Assessment.
NOTE: CFA Society Singapore is currently operating this programme on a full fee model. Individuals who fail to meet the requirements will be disqualified from IBF funding and will not receive the refund of subsidised course fee amount. Refund will only be processed upon meeting all funding requirements.
Eligibility Criteria for IBF-STS
Applicants must:
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Be a Singaporean or Singapore Permanent Resident (PR), physically based in Singapore. This scheme is available for both self-sponsored and company-sponsored individuals.
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Successfully complete the training programme, including passing all relevant assessments and examinations, with a least 75% of class attended.
For more details, please view Page 6 of our brochure.
Funding Quantum
This programme has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
IBF-STS provides 50% funding for direct training costs, subject to a cap of $3,000 per candidate per programme for all Singaporeans and Singapore PRs who are physically based in Singapore. Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
For more information of funding, IBF Certification and Continuing Professional Development (CPD) requirements, please visit www.ibf.org.sg.
FAQ
Can SkillsFuture credits be used to offset the course fee?
Yes! SkillsFuture Credits (SFC) can be utilized to offset the Nett Fee Payable.
Applicants can indicate in the registration form their intention to use SFC to offset the fee payable and the specific amount to be used.
What are the Terms & Conditions for IBF Subsidy eligibility?
Candidates who qualify for IBF subsidy become eligible upon meeting the following criteria:
- Achieving a minimum of 75% attendance calculated based on hourly attendance; and
- Successfully passing the IBF Assessment
NOTE: Failure to meet either requirement will result in the claw back of subsidy.
What happens if I can’t make it for a lesson?
Unfortunately, we do not conduct make-up lessons.
Students can view the recorded lectures uploaded on the Learning Management System. However, the viewing of the recorded lectures will not count towards your attendance.
For IBF funded students, should attendance fall slightly below 75%, a make-up lesson may be arranged with the next intake before taking the IBF assessment. This is evaluated on a case-by-case basis and is subjected to approval.
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The future belongs to sustainability. Will you be a part of it?