Climate Risk, Valuation, and Investing Certificate - Self-paced
Develop practical skills in climate investing with the Climate Risk, Valuation, and Investing Certificate. The Climate Investment Certificate teaches you how to integrate climate considerations into investment decision-making. Studying at your own pace but with the support on an online forum, you’ll also learn how to convey climate concepts to clients and stakeholders effectively.
Advance your subject matter expertise
Climate risks and opportunities in climate investing are increasingly seen as material factors to be included in your investment decisions. Through a combination of practical skills development, knowledge building, and real-world case studies, you'll become adept at integrating climate considerations and sustainable investing strategies into portfolio management.
Why choose the Climate Investing Certificate?
Extensive understanding of climate investing
Meet evolving demands and understand considerations that are increasingly seen as material factors.
Innovative ideas
Learn from a curriculum built on the latest industry research and practice, helping you stay ahead in the developing landscape of climate investment.
Global community
Build your network and learn with investment professionals from around the world, discussing and sharing ideas via an online forum.
Future-proof knowledge
Learn the key climate investing skills you need to become the investment professional of tomorrow.
Insights from experts
Benefit from the knowledge of established practitioners with a Climate Investing Certificate developed by leaders in investment education.
Enhanced professional profile
Share your achievement on professional networks with a shareable certificate on completion.
Who should enroll
- Industry professionals who conduct analysis and portfolio construction, including analysts, portfolio managers, private wealth managers, product specialists, relationship managers, and roles that support these activities.
- Professionals who need to communicate climate principles and explain decisions to clients or colleagues.
Curriculum
Build a solid understanding of climate science, the associated risks and opportunities for corporations and investors, and the regulatory responses. Develop the knowledge and skills you need to navigate the evolving landscape of climate change, its impacts and government responses.
How can companies prepare for the future? Climate considerations are often framed as either physical or transition risks. Physical risks include damage to or destruction of assets by severe weather and can often be insured against or diversified. Transition risks are losses related to the transition to a lower carbon economy, which can result from regulations or shifting consumer demand.
Analyze material climate risks and opportunities, and their impact on corporate performance and valuation. Exploring climate data, metrics, and tools (including stress testing and climate scenarios) first, you’ll then focus on the application of these tools by analyzing two asset classes: equity and fixed income.
Expand your understanding of the strengths and limitations of integrating climate risks and opportunities in the investment process. This course covers four key asset classes: private equity, private debt, infrastructure, and real estate. Become familiar with climate-related tools and metrics for asset valuation and learn how to assess the strengths and limitations of managing each asset class in the context of climate change.
Deepen your understanding of the impacts of climate change on portfolio management, risk management, and engagement and stewardship. In this course, you’ll explore the integration of climate-related factors into portfolio construction and risk management, going on to develop comprehensive strategies for engaging with companies on climate issues.
Complete the Climate Risk, Valuation, and Investing Certificate with an online assessment, comprising of 60 multiple-choice questions. You’ll have two attempts to achieve a score of 42 or above to pass.
Self-paced online learning
- Study independently at your own pace throughout the five courses, with no set deadlines to follow.
- Enjoy maximum flexibility to fit your schedule and complete the certificate at your convenience.
- Access an online forum to ask questions and share ideas, even while studying alone.
Interested in learning as part of a cohort?
You can also study for this certificate as part of an online cohort, following a six-month schedule with fixed start dates for each of the five courses. This structured schedule gives you a clear timeline to follow as you learn alongside other investment professionals.
The next cohort is on January 6, 2025
Climate Risk, Valuation, and Investing Certificate - Self-paced
- Certificate - 5 course series
- Intermediate level
- 100 hours to complete
- Self-paced online learning
- 20 PL Credits
Frequently asked questions
You’ll have access to the learning materials for 12 months from the date of purchase. You’ll also retain lifetime access to your shareable certificate of completion. Learning materials and assessments can be accessed anywhere, online, providing maximum flexibility and convenience to candidates.
Participants need to pass weekly quizzes and complete an assignment and two peer reviews in each of the five courses. You need to pass and complete these items before you can take the final assessment.
The Certificate in Climate & Investing from CFA Society UK is designed to provide all those working in the investment sector with the skills and knowledge to understand the risks and opportunities associated with climate. It sits alongside the Certificate in ESG Investing, providing more in-depth insight into climate. The CFA Institute Climate Risk, Valuation, and Investing Certificate is an advanced certificate providing experienced investment professionals with practical skills, enabling them to integrate climate considerations into valuation and portfolio construction across asset classes.
The Certificate in ESG Investing builds foundational knowledge and an understanding of the issues across sustainability topics, one of which is climate. The Climate Risk, Valuation, and Investing Certificate is a more advanced certificate. It develops the knowledge and practical skills needed to apply climate-considerations into valuation and portfolio construction.
Interested in group or team purchases?
Submit an inquiry and one of our specialists will contact you to discuss.