Since the launch of the Certificate in ESG Investing in September 2019, the growing demand and need for education in this space has become clear. Increasingly, we are seeing demand for the Certificate in ESG Investing expand globally.
In February of this year, CFA Society United Kingdom and CFA Institute embarked on the journey to increase the availability and reach of the Certificate in ESG Investing and to make it a truly globally recognized credential. The collaboration and dedication shown by both teams has allowed us to rapidly execute on the operational transition, and we are pleased to announce that the Certificate in ESG Investing will be fully transitioning to CFA Institute in September.
We aim to make this transition as smooth as possible, while recognizing that this transition could lead to some questions for existing registered candidates of the Certificate in ESG Investing. Please reference the FAQs provided on CFA Society UK’s website, as well as the informational webpage on the CFA Institute enterprise website, to educate yourselves as society leaders and support candidates during this transition period.
Please read on for additional details surrounding the transition.
Syllabus versions
- Exams based on the current Version 2 of the syllabus will be available until 30 September 2021.
- From 1 October 2021, Version 3 of the syllabus will be tested.
- Version 3 of the syllabus will be launched mid-July 2021 and made available to current candidates in their candidate portal.
- Reviewing and updating the syllabus ensures that the Certificate in ESG Investing qualification remains up-to-date in a fast-changing landscape.
Exam Administration Key Points
- CFA Society UK will continue to award the Ofqual regulated Level 4 Certificate in ESG Investing and issue certificates for all exams taken up to and including 30 September 2021.
- From 1 October 2021, the Certificate in ESG Investing will be awarded by CFA Institute.
- Please review the ESG Certificate Candidate Decision Map for additional details.
- To sit the Version 3 exam after 1 October 2021 through CFA Institute, candidates should wait to receive instructions on how to register for the exam starting in September.
Impact to Candidates
- Communications to current candidates informing them of the operational transition, what it means to them, and how they can take action (if needed) were deployed in end of June 2021. Monthly reminder emails will be sent to candidates through late September. The CFA Society UK customer service team will be contacting those candidates scheduled to sit after 30 September directly via phone to aid them in rebooking their exam appointments due to the transition from PearsonVue to Prometric as the testing provider.
- IMPORTANT: If you registered with CFA UK prior to the end of August 2021 and are intending to complete your exam on version 2 of the ESG exam curriculum with CFA UK (up to 30 September), please continue to contact CFA Society UK for any queries relating to the Certificate in ESG Investing.
From 1 September 2021, if you have registered for the Certificate in ESG Investing with CFA Institute, for exams on version 3 of the ESG curriculum from 1 October, all queries should be directed to CFA Institute.
Certificate in ESG Investing – Next Phase of Globalization
- In the first phase of globalizing the Certificate in ESG Investing, a total of 27 focus markets were activated in coordination with marketing and institutional relations efforts from CFA Institute.
- As our globalization strategy progresses, there are two phases that will get us to our goal of leveraging the full CFA Institute global footprint.
- This next phase, Phase 2, will involve not only the operational transition of the Certificate in ESG Investing to CFA Institute but also the activation of the next wave of markets and local societies ready to embark on their promotion of the product. With input from our Society Relations, Institutional Relations, and Marketing teams, we have identified this next group of societies (roughly 24) that will be receiving an invite to be formally onboarded starting at the end of July.
- Our aim is to launch Phase 2 markets in October following the successful transfer of operations from CFA Society UK to CFA Institute. What this means is a coordinated marketing launch will occur across CFA Institute Marketing and IR campaigns along with the Phase 2 society’ promotion activities as recommended in the toolkit provided.
- The final phase of market activations will begin in the October/November timeframe. At this point, we envision inviting all remaining local societies to begin promotional activities, leveraging the toolkit assets.
We would like to thank the global society network for its support, especially to those pilot and focus market societies that have implemented formal promotional efforts to help amplify the value of this certificate program to their local constituents.
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