Learner:

• Exam-Weight-Driven Preparation — Programme structure prioritises the two domains that determine pass or fail: ESG Analysis, Valuation and Integration and ESG Portfolio Construction and Management, ensuring candidates invest preparation time where it returns the most marks

• Singapore-Contextualised ESG Application — ESG concepts and investment frameworks are illustrated with Singapore-relevant regulatory context — MAS green finance initiatives, SGX disclosure requirements, and regional sustainable finance market developments

Corporate:

• Builds Credentialled ESG Investment Capability Internally — Organisations with certified ESG professionals demonstrate to clients, regulators, and counterparties that their investment teams meet an internationally benchmarked standard

• Accelerates Team Readiness Through Cohort Preparation — Cohort-based delivery means investment teams develop shared ESG analytical language and frameworks simultaneously, reducing the internal inconsistency that arises when individuals self-study at different times and depths

• Reduces Dependency on External ESG Advisory — Internal teams certified in ESG analysis, portfolio integration, and client reporting reduce reliance on third-party ESG consultants for investment process design and client mandate construction

• Supports Regulatory and Client Expectation Management — As MAS and global clients increasingly expect ESG integration evidence, a credentialled team provides auditable proof of capability that meets institutional and regulatory scrutiny

Purpose: Equip candidates with the conceptual clarity, analytical frameworks, and exam technique required to pass the Sustainable Investing Certificate examination and deploy ESG investing competency within their organisations immediately.

1. ESG Foundations and the Sustainable Investing Market

• What sustainable investing is and why it matters 

• The ESG market: size, scope, key global initiatives

• Responsible investment approaches

• Greenwashing risks and data quality challenges

2. Environmental, Social, and Governance Factor Analysis

• Environmental factors: climate change, biodiversity, water scarcity — material impacts and megatrends at country, sector, and company level

• Social factors: labour standards, human rights, supply chain practices, community impact — materiality and analysis approaches

• Governance factors: board structure, executive compensation, shareholder rights, anti-corruption — governance analysis framework

3. Engagement, Stewardship, and Active Ownership

• Stewardship and engagement

• Role of asset owners versus asset managers in driving ESG improvement

• Engagement frameworks and reporting expectations

4. ESG Analysis, Valuation, and Integration 

• ESG integration approaches in practice

• How ESG factors transmit into industry and company performance — materiality by sector

• ESG-adjusted valuation: incorporating ESG factors into DCF, relative valuation, and credit analysis

• Worked examples: applying ESG analysis to equity and fixed income securities

5. ESG Portfolio Construction and Management

• ESG integration across asset classes

• Portfolio construction approaches

• Risk and return implications

6. Investment Mandates, Portfolio Analytics, and Client Reporting

• Translating client ESG objectives into investment guidelines and constraints

• ESG performance measurement: attribution, benchmarking, and impact reporting

• CFA Institute ESG disclosure standards and client communication requirements

• Greenwashing risk in client-facing materials and how to identify it

7. Exam Readiness and Closing Debrief

• Curriculum knowledge consolidation: key concepts, common misconceptions, and examiner focus areas by chapter 

• Exam technique

• Closing Q&A