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Updated: Aug 09, 2026

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CFA Institute Sustainable-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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.
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
  • The ESG Market: This domain targets Financial Analysts and Institutional Investors, examining the size, scope, relevance, and key drivers of the ESG market. It also discusses risks and opportunities within the ESG investment landscape, helping candidates understand market dynamics and trends.
Topic 4
  • 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 5
  • 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 6
  • Introduction to ESG Investing: This section of the exam measures skills of Investment Analysts and Portfolio Managers and covers the foundational concepts of environmental, social, and governance (ESG) investing. It focuses on defining ESG investment, different responsible investment approaches, sustainability concepts, benefits and challenges of ESG integration, and key global initiatives in ESG.

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

CFA Institute Sustainable-Investing Exam Overview:

Certification Vendor:CFA Institute
Exam Name:Sustainable Investing Certificate Exam
Exam Number:Sustainable-Investing
Certificate Validity Period:Valid indefinitely once awarded
Related Certifications:Climate Risk, Valuation, and Investing Certificate
Available Languages:English
Exam Price:USD 890 (first-time), USD 690 (retake)
Passing Score:Not publicly disclosed; result is Pass / Did Not Pass
Real Exam Qty:100
Exam Format:Multiple-choice questions
Exam Duration:140 minutes
Recommended Training:Official Curriculum & Study Materials
Exam Registration:Official Registration
Sample Questions:CFA Institute Sustainable-Investing Sample Questions
Exam Way:Online remote proctored or in-person at authorized test centers
Pre Condition:No formal prerequisites; basic familiarity with investment concepts recommended
Official Syllabus URL:https://www.cfainstitute.org/programs/sustainable-investing-certificate/curriculum

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Test Engine: Sustainable-Investing study test engine can be downloaded and run on your own devices. Practice the test on the interactive & simulated environment.
PDF (duplicate of the test engine): the contents are the same as the test engine, support printing.

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What's the different of the three versions?

Online Test Engine can supports Windows / Mac / Android / iOS, etc., because it is the software based on WEB browser. You can use it on any electronic device and practice with self-paced.
Online Test Engine supports offline practice, while the precondition is that you should run it with the internet at the first time.
Self Test Engine is suitable for windows operating system, running on the Java environment, and can install on multiple computers.
PDF Version: can be read under the Adobe reader, or many other free readers, including OpenOffice, Foxit Reader and Google Docs.

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