Sustainable and Responsible Investment: Key Features

Short online course with test and certificate
Sustainable and
Responsible Investment
Why study this course?

There is more focus than ever before on sustainability, green investment Key features
and environment, social and governance (ESG) considerations. There is
also increasing emphasis coming from regulators on integrity in this area
including anticipated reporting requirements and a need for all professionals • Short course of online self-
to have an understanding of the key concepts with regards to responsible learning with an certificate when
finance. Threats such as climate change and populations growing across the you pass
world, only mean that sustainable and responsible investment approaches
that seek to consider environmental good and financial return are more in • Understand the key terminology
demand. In an investment context, the incorporation of sustainable and and issues
responsible investment presents new challenges to traditional portfolio
• Enhance your employability by
construction. It is, typically, viewed as an investment constraint, but this is not
always the case and this Professional Assessment will explain why. It will give
demonstrating your competence
the learner an overview of terminology used, explain the use of benchmarks • Written by experts for financial
and examine future trends. services practitioners
• Covers all the fundamental
This short course is essential learning for anyone wanting to information needed by
understand the fundamentals of sustainable and responsible professionals
investment.
• Global perspective and overview
of an essential subject
Who are the CISI? • Can be taken anytime and
anywhere on any device
The CISI is the largest and most widely respected professional body for the
securities and investment profession in the UK and in a growing number of • 10 hours of CPD
financial centres globally. Formed in 1992, the CISI has a global community
of 44,000 members in over 100 countries. Last year more than 40,000 CISI
exams were sat in 81 countries, including 15,000 taken outside the UK.
“I would recommend all professionals take this course. The subject of sustainable and responsible
investment is becoming critical and is dominating the airwaves. Those working in the sector will need
to learn the fundamentals for regulatory purposes and also to help with driving their client conversa-
tions on how to construct suitable portfolios. The content is a deep dive into the main concepts and
provides a solid foundation that practitioners can build on in their professional practice.”
Robert Howard, Compliance Manager, Client Advisory, Charles Stanley & Co
4/23
Who should study this Professional Assessment?

If you are looking for a course that covers what the main definitions are, an understanding of ESG and its integration,
greenwashing, what the global developments are and how this might all apply for consumers then this Professional
Assessment provides an excellent overview. Designed by a global team of experts, this course is relevant for wealth and
investment managers advising clients but also those working across other financial services functions, including risk,
compliance, asset management, banking, insurance, operations and financial planning. Completion of the course will give you
a certificate that you can use to demonstrate your competence in this area.
Gain a certificate to demonstrate your competence in this subject without having to sit a full exam.
Learning materials
This Professional Assessment is an online course that you can study anytime, anywhere and on any device. A mix of interactive
content, the course comprises videos, interviews, some reading and extra references and materials that may enhance your
learning. The course seeks to give you a comprehensive understanding across a variety of materials. Undertake the learning at
your own pace and then take the test at the end when you are ready.
Totally flexible materials - study at your own pace and on any device.
The test
The test at the end of the course should take no longer than 60 minutes. Made up of 30 questions from a broad question
bank, it will thoroughly test your understanding. On passing the test, you will receive a certificate which shows your learning
has been accredited by a Chartered body. You have two attempts to take the test to pass (75% pass mark) within a 60 minute
test slot and it should be taken when and where you can complete it alone and uninterrupted. It is important that you have a
secure internet connection to ensure your session is not disrupted as this may cause you to time out. After two unsuccessful
attempts, you will need to repurchase the course to access the content again and take any further attempts. We are happy to
offer a 50% discount for resits of this course. If you pass the Assessment, you will retain access to the course content, but you
will not be able to retake the Assessment again.
The course content includes:

• Definitions and terminology • Identifying greenwashing
• The crossover with ESG • Appropriate benchmarking strategies
• Initiatives, standards and guidance • Client sustainability objectives
• Global developments • ESG integration
• Regulatory concerns and requirements • The future sustainable and responsible landscape
Purchase this Professional Assessment today

Professionals are encouraged to take this Professional Assessment without delay.
Cost: £109 for CISI members. £130 for non-members
Duration: 9 hours study time, followed by a 60-minute test comprising 30 questions
Pass mark: 75%
Location: Online – accessible anytime and anywhere for one year from date of purchase (as long as you have internet access)
Visit: cisi.org/responsibleinvestment to register
Other learning resources

The CISI also offers a range of other CPD content in the area of responsible finance qualifications, elearning modules, CISI TV videos on
demand and a vast library of articles, interviews and features from our members’ magazine The Review, which can be accessed here:
cisi.org/responsiblefinance
cisi.org/responsibleinvestment +44 20 7645 0777 [email protected]

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Short online course with test and certificate

Why study this course?

Who should study this Professional Assessment?

The course content includes:

Purchase this Professional Assessment today

Other learning resources

cisi.org/responsibleinvestment +44 20 7645 0777 [email protected]

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