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Updated: Aug 04, 2026

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CFA Institute Sustainable-Investing Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 3
  • 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.
Topic 4
  • Introduction to ESG Investing: This section of the exam measures skills of Investment Analysts and Portfolio Managers and covers the foundational concepts of environmental, social, and governance (ESG) investing. It focuses on defining ESG investment, different responsible investment approaches, sustainability concepts, benefits and challenges of ESG integration, and key global initiatives in ESG.

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

CFA Institute Sustainable-Investing Exam Overview:

Certification Vendor:CFA Institute
Exam Name:Sustainable Investing Certificate (CFA-SIC) Exam
Exam Number:CFA-SIC
Available Languages:English, Spanish, Simplified Chinese
Passing Score:Minimum passing score is not publicly disclosed
Certificate Validity Period:Valid indefinitely; continuing education recommended
Exam Duration:180 minutes
Real Exam Qty:100
Exam Format:Multiple Choice (Selected Response), Case Study Based Questions
Related Certifications:CFA Charter
Exam Price:USD 695
Sample Questions:CFA Institute Sustainable-Investing Sample Questions
Exam Way:Proctored test center or online proctored exam.
Pre Condition:None. Open to all interested professionals.
Official Syllabus URL:https://www.cfainstitute.org/programs/sustainable-investing

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