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CERTIFICATE IN CLIMATE AND INVESTING

Get the knowledge and skills you need to realise the opportunities, and to address the risks of climate change in your investment practice. 

WHAT IS THE CERTIFICATE IN CLIMATE AND INVESTING?

The CFA UK Level 4 Certificate in Climate and Investing gives you a competitive advantage in dealing with the challenges climate change brings. Designed by investors for investors, and awarded by CFA UK, this leading qualification combines current climate science with practical investment techniques. Successful candidates know that they can make the right choices when it counts for their clients and employers recognise that too.

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WHY SHOULD I TAKE THE CERTIFICATE IN CLIMATE AND INVESTING?

Climate change is reshaping how we approach investing. That means your job will demand more climate knowledge. The Certificate in Climate & Investing gives you a crucial toolkit to help you stay ahead.  

When you take the qualification, you’ll cover key content areas like climate risk, policy and regulatory response, climate scenario models and carbon markets. You don’t just learn the theory – you nurture your practical knowledge to integrate climate into your day-to-day investment process. 

YOUR CLIMATE AND INVESTING SYLLABUS

Our understanding of climate change is rapidly evolving – yours should too. We update the Certificate in Climate & Investing’s syllabus regularly to ensure that your knowledge remains current. 

We are currently testing Version 2 of the Certificate in Climate & Investing syllabus. Each syllabus version has a corresponding Official Training Manual (OTM) version. Candidates should ensure that they are studying from the correct syllabus and OTM version. 

The following organisations offer Statements of Professional Standing: 
Giving personal recommendations on / dealing in Securities
(RDR Activities 2 & 12)
Giving personal recommendations on / dealing in Derivatives
(RDR Activities 3 & 13)
Chartered Institute for Securities and Investment
Y
Y
Y
Chartered Insurance Institute
Y
Y
Y
Chartered Banker Institute
N
N
Y
London Institute of Banking & Finance Limited
Y
Y
Y
 

VERSION 2 SYLLABUS

The following organisations offer Statements of Professional Standing: 
Giving personal recommendations on / dealing in Securities
(RDR Activities 2 & 12)
Giving personal recommendations on / dealing in Derivatives
(RDR Activities 3 & 13)
Chartered Institute for Securities and Investment
Y
Y
Y
Chartered Insurance Institute
Y
Y
Y
Chartered Banker Institute
N
N
Y
London Institute of Banking & Finance Limited
Y
Y
Y
 

VERSION 2 SYLLABUS

SYLLABUS CHANGES (V1 TO V2)

OTM CHANGES (V1 TO V2)

SPECIMEN PAPER

CERTIFICATE IN CLIMATE AND INVESTING OVERVIEW

OVERVIEW

Qualification Title

CFA UK Level 4 Certificate in Climate and Investing 

Entry Criteria

No formal entry requirements, but knowledge of the investment industry is strongly recommended.

Exam Registration and Online Learning Materials

£510

Syllabus

Syllabus Version 2, tested from 01/04/23 to 30/06/24 

Number of Questions

100 

Time Allowed for Exam

2 hours and 20 minutes 

Total Qualification Time

Version 2: 142 hours 

Pass Mark

Between 60 and 70% 

Pass Rate

Between 60 and 75% 

TEST SPECIFICATION

Take a look at the test specification to discover key facts you need to know about the Certificate in Climate and Investing. 

ALL THE DETAILS

OFFICIAL TRAINING MANUAL

The Certificate in Climate & Investing Training Manual provides dedicated coverage of the syllabus and learning outcomes with worked examples, key facts and self-assessment questions. 

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ESSENTIAL INFORMATION

Want to know more about the Certificate? Explore all the essential information you’ll need to take the exams and transform your career.

WANT TO LEARN MORE?

MAKE A REAL DIFFERENCE

Drive your career. Accelerate the transition. Register for the Certificate in Climate & Investing today.

REGISTER TODAY