ESG Core
Tutor-supported all-round study programme
From: £420.00 + VAT
What’s Included?
- Flexible Online Learning
- Inspirational Study Materials
- Personalised Support
The CFA Institute Certificate in ESG Investing* explores environmental, social and governance issues in the context of investment decision-making. What are the key issues? How do we identify them? And how do we then incorporate them into our investing? All shall be revealed…
This exam is designed for investment practitioners of all levels – you may be looking to start a career in finance or you may already be running a global multi-asset fund. You may also be advising on or distributing financial products, or working in risk management: the application of this qualification is broad indeed.
Quartic provides each ESG candidate with an inspired and intuitive approach: a detailed workbook covering all examinable areas, accompanied by a comprehensive library of on-demand classes, an extensive question bank and two full-length mock exams. Live tutor support is available to help you with difficult topics, as well as timetable planning and exam technique.
*The Certificate in ESG Investing is administered, and awarded by CFA Institute.
For the ESG Live programme, you will receive from Quartic:
• An e-book containing slides that cover the whole syllabus (a printed workbook is available for a small supplemental fee to cover printing and shipping).
• A schedule of live workshop, timed to be accessible from most time zones.
• A video library approaching 15 hours of detailed explanations of the syllabus.
• An extensive question bank containing more than 640 exam-style questions, including two full-length mock exams.
• Quartic tutor support from registration until your exam day.
• Finance Essentials: an additional section providing background knowledge on asset valuation, portfolio theory and financial analysis.
For the ESG Online you will receive the same content except for live workshops.
An online version of the Official Training Manual will be part of the cost of registration with CFA Institute. You may, in addition, purchase a hardcopy manual.
Please note that the Quartic fees do not include your exam registration.
There are nine chapters, of varying length:
1. Introduction to ESG
2. The ESG Market
3. Environmental Factors
4. Social Factors
5. Governance Factors
6. Engagement and Stewardship
7. ESG Analysis, Valuation and Integration
8. ESG Integrated Portfolio Construction and Management
9. Investment Mandates, Portfolio Analytics and Client Reporting
The exam contains 100 multiple choice questions, including a few (multi-question) item sets, and candidates have 2 hours 20 minutes to complete the paper.
You can sit the exam either at a Pearson VUE centre (hundreds of locations around the world) or at home using the OnVUE Online Proctoring service.
To pass the exam you will need a score of at least 60 to 70%. The exact pass mark is not published but is adjusted to take account of question difficulty. You get your provisional result immediately at the end of the exam.
When you pass the exam you will receive the CFA Institute Level 4 Certificate in ESG Investing.
If you have also passed the level 4 IMC exam then you will be awarded the CFA UK Level 4 Diploma in Investment Management (ESG).
Finance Essentials
We have included an additional section at the back of our workbook to provide background knowledge on areas of finance within ESG. These include quantitative methods, accounting, asset classes and portfolio theory, with video explanation of each concept. Although not directly examinable, the Finance Essentials section provides invaluable background to ESG candidates who would like to improve their knowledge.
Quartic Online
Candidates are given 6 months access to the Quartic Online portal in line with CFA Institute policy.
There are no formal prerequisites to studying the ESG Certificate. A knowledge of the investment process is useful but not essential. You will also see accounting and mathematical terminology, but proficiency in these areas is not required. Accounting concepts will be fully explained when you meet them, and the exam contains no calculations. Calculators are not permitted (or needed) in the exam itself.
Detailed information available in our Certificate in ESG Investing brochure.
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Please complete the online demo download form to gain access to the interactive learning experience.
At Quartic we teach investing with a passion, inspiring delegates of all levels. From exam courses to bespoke executive programmes, the Quartic team prides itself on making our courses highly interactive and enjoyable to attend, whether in person or online.
Today I passed my CFA level 1 exam and wanted to thank you for your great materials and your passion for sharing the knowledge. I really enjoyed watching your videos 😃
Thank you very much for all your support, I will be definitely recommending your service to my colleagues as it was a fantastic experience 🙂
The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.
Nicholas is one of the best tutors I have ever studied under. His unique ability is to explain complicated concepts in simple words and graphics, passing on his excellent grasp of the subject.
A big thank you to Quartic without whose help I would not have passed CFA Level I first time. Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.
I would like to thank the Quartic Team for the effort in helping to make sure our classes went on smooth and for the wonderful teaching. It was very impressive. I would also like to thank the tutors for teaching us and for being very helpful in the whole process of preparing for the exam. Overall, it was a great experience having spent the past months with you.
I did a lot of research before choosing to partner with Quartic and that’s exactly what it is; a partnership. Their tutors would take you through from the beginning to the end and you can see the passion and their interest in your wellbeing. Quartic structures their classes and curriculum around the feedback they receive from candidates like us to help make it easier, smoother and better for our time with them on this difficult journey. Credit where it’s due, thank you to the team for taking me through my Level 1 2017 and Level 2 2018; only 1 to go! Just to make a point, I tutored colleagues studying with other trainers.
Your teaching methods are outstanding – hope to see you at level 3!
Thank you again for an amazing revision course, I truly believe it was the turning point in passing this exam.
I took the distance learning program for both CFA Levels I and II. I’m from the UAE and have recommended the Quartic distance learning program to my friends.
The course was great and I feel a lot more confident about the exams.
The IMC course at Quartic provided me with a necessary insight about an industry that I wanted to get into. In particular, it allowed me to make a shift from law to asset management and made my studies towards the CFA qualification less stressful. The tutor’s support was always there and all stumbling blocks were substituted with understanding of both theoretical and practical concepts. Thank you Quartic!
I would like to thank you for your support – the Quartic programme is a huge contributor to my success.
In the space of four months I have pursued and successfully completed both of the exams comprising IMC qualification on the first trial thanks to my studies based on the Quartic training materials. The tutor had a lot of the real life experience and was able to relate the information in a succinct and interesting manner. I look forward to moving into the financial services and so far IMC has opened quite a few doors for me to realise that.
I passed the CFA Level III Exam. I just wanted to say thank you so much for all your help. You were great tutors and went beyond answering all my questions very promptly.
A huge thanks from me to all the tutors and to Nick for an outstanding preparation, literally from zero.
The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.
My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.
I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!
I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!
The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.
My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.
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