CFA Institute Sustainable-Investing : Sustainable Investing Certificate (CFA-SIC) Exam

  • Exam Code: Sustainable-Investing
  • Exam Name: Sustainable Investing Certificate (CFA-SIC) Exam
  • Updated: Jun 21, 2026
  • Q & A: 760 Questions and Answers

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About CFA Institute Sustainable-Investing Exam

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CFA Institute Sustainable-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 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
  • 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 5
  • 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.

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

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