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Updated: Sep 22, 2026

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CFA Institute Sustainable-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • Social Factors:Focused on Social Analysts and Corporate Social Responsibility (CSR) Professionals, this domain reviews social factors impacting investments. It includes systemic relationships and material impacts related to labor practices, diversity, equity, inclusion, and social opportunities at multiple levels.
Topic 2
  • ESG Analysis, Valuation, and Integration: This domain measures the capabilities of Portfolio Managers and Equity Analysts to integrate ESG factors into investment decision-making. It addresses challenges of integration, the impact on industry and company performance, security valuation, and approaches to ESG data analysis across asset classes.
Topic 3
  • Environmental Factors: This section measures skills of Environmental Analysts and Sustainability Specialists by exploring environmental issues such as climate change, resource management, biodiversity, and pollution. It covers systematic relationships, material impacts, and methodologies for environmental analysis at country, sector, and company levels.
Topic 4
  • Governance: This section assesses skills of Governance Analysts and Compliance Officers concerning governance structures. It covers key characteristics and models of governance, material impacts, diversity, equity, and inclusion considerations, and shareholder rights.
Topic 5
  • Integrated Portfolio Construction and Management: Targeting Portfolio Managers and Investment Strategists, this section discusses ESG integration into portfolio construction. It covers ESG screening approaches, benchmarking, the effect on risk-return profiles, and managing ESG portfolios across various asset classes.

Reference: https://www.cfainstitute.org/programs/sustainable-investing-certificate/exam-info

CFA Institute Sustainable-Investing Exam Overview:

Certification Vendor:CFA Institute
Exam Name:CFA Institute Certificate in Sustainable Investing Exam
Exam Number:CSI
Exam Price:$675 USD
Exam Format:Online proctored exam, Multiple choice
Available Languages:English
Real Exam Qty:100
Related Certifications:Certificate in ESG Investing (legacy name)
CFA Program
Certificate Validity Period:3 years
Exam Duration:120 minutes
Recommended Training:CFA Institute Official Learning Platform
Exam Registration:CFA Institute Sustainable Investing Program
Sample Questions:CFA Institute Sustainable-Investing Sample Questions
Exam Way:Online proctored exam
Pre Condition:No formal prerequisites required
Official Syllabus URL:https://www.cfainstitute.org/en/programs/sustainable-investing

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