ESG in Investing
Exam Preparation Training

Training dates: 7 and 8 December 2024 (Saturday and Sunday)

Hours: 09.00 — 16.30

Training venue: Warsaw

Training course in English

Enroll in a unique residential course preparing you for the internationally recognized CFA Institute Certificate in ESG Investing exam.

The Certificate in ESG Investing, offered by CFA Institute, is a comprehensive educational program for finance professionals who want to deepen their understanding of sustainable investing. This program equips participants with practical knowledge and tools to assess and integrate environmental, social, and governance (ESG) factors into investment analysis and daily client interactions. This certification prepares participants to thrive in an evolving financial landscape that increasingly values sustainable practices. The ESG in Investing Certificate focuses on one investment approach but is widely appreciated by those working on ESG issues in companies. It facilitates dialogue between companies and investors.

Why Obtain This Certificate?
The Certificate in ESG Investing responds to the growing demand for sustainable investment strategies. By gaining ESG knowledge, financial professionals can better align their work with modern investors’ expectations, improve client relationships, and gain a competitive edge in the market.

Exam Structure

Exam Duration: 2 hours 20 minutes
Format: 100 multiple-choice questions
Fee: USD 865 (includes study materials and exam registration)
An exam can be taken online or at selected Prometric Test Centers.

Who is our ESG Certification Training Course for?

This training is intended for investment practitioners, including professionals in front and back offices, sales, wealth management, risk management, consulting, and anyone looking to deepen their understanding of ESG (environmental, social, and governance) topics.

While no formal prerequisites are necessary, having a basic knowledge of investment concepts is recommended.

Benefits of the ESG Training Course

Enhance your exam preparation with practical insights to improve your chances of passing on your first attempt.
Participate in 16 hours of intensive study sessions with an ESG expert who has successfully passed the exam, delving deeply into key topics.
Practice with sample exam questions, concentrating on effective strategies for tackling queries and selecting the best answers. The materials provided by the CFA Institute will be used for this purpose.
Familiarise yourself with the platform using the sample questions available on brainiegroup.com.
Check if you are ready to take the exam.
Understand better the English ESG terminology needed for the exam and work.

Program of the Training Course for CFA ESG Candidates

The Certificate in ESG Investing preparation course curriculum covers essential topics related to integrating ESG factors in investment analysis, valuation, and portfolio management. Participants gain practical knowledge that will help them better prepare for the exam. The program includes the following areas:

ESG Analysis, Valuation, and Integration
Engagement and Stewardship
Governance Factors
Social Factors
Environmental Factors
ESG Integrated Portfolio Construction Management
Investment Mandates
Portfolio Analytics and Client Reporting

Instructors

Natalia Topczewska

ESG Expert

mBank

At mBank, Natalia develops a range of products related to sustainable financing, including green bonds and sustainability-linked loans. She collaborates on the execution of such transactions and supports mBank’s clients by conducting workshops and educational meetings.

Cost & Registration

Participation in the training course including access to coffee service is PLN 1490 + VAT.

First and Last Name

Your Company

Phone Number

Email Address

I would like to receive a VAT invoice.

Company Name and Address, and Email Address for Invoice Delivery

Tax Identification Number (NIP)

I am a regular or affiliate member of CFA Society Poland.

I accept the general terms of service for individuals or legal entities. The terms are applied accordingly to the registrant.

I consent to the processing of my personal data by CFA Society Poland, headquartered at Komandorska 118/120, 53-345 Wrocław, contained in this registration form for purposes related to the organization of the event and to inform me about future events, in accordance with the Personal Data Protection Act of August 29, 1997 (Journal of Laws of 2002 No. 101, item 926, as amended). I also consent to the use of my image by CFA Society Poland in accordance with Article 81(1) of the Copyright and Related Rights Act of February 4, 1994 (Journal of Laws of 2006 No. 90, item 631, as amended). By giving this consent, I acknowledge that photographs, films, or recordings made during the event containing my image may be posted on CFA Society Poland's websites and used in other promotional materials by CFA Society Poland.

I declare that I have been informed that:
1. The administrator of my personal data is CFA Society Poland, headquartered at Komandorska 118/120, 53-345 Wrocław, office@cfa.com.pl.
2. My personal data will be processed for the purpose of organizing and conducting the event, as well as distributing materials and information related to the event, based on my consent provided through the completion of the registration form.
3. Recipients of my personal data may include entities providing IT services, archiving, and event management services for CFA Society Poland.
4. My personal data will be stored for up to 5 years after the conclusion of the event and the distribution of post-event materials and information.
5. I have the right to access my data, correct it, delete it, restrict its processing, object to its processing, and the right to data portability.
6. I may withdraw my consent at any time, and such withdrawal does not affect the lawfulness of processing based on consent before its withdrawal.
7. I have the right to lodge a complaint with the President of the Personal Data Protection Office.
8. Providing my personal data is voluntary, but failure to provide it will prevent participation in the event.

Koszt i rejestracja

Dziękujemy za zainteresowanie szkoleniem. Z uwagi na duże zainteresowanie wydarzeniem, dotyczącym wprowadzenia do chatGPT, rejestracja została wyłączona.

KONTAKT

office@cfa.com.pl
www.cfapoland.org

CFA Society Poland powstało w 2004 roku i jest jednym ze 157 lokalnych stowarzyszeń międzynarodowego CFA Institute. Organizacja obecna jest w 70 krajach i zrzesza blisko 200 tys. przedstawicieli branży finansowej, obecnych w ponad 164 krajach. CFA Society Poland rozpowszechnia i realizuje najwyższe standardy etyczne oraz edukacyjne w zakresie działań branży inwestycyjnej w Polsce.

ESG in InvestingExam Preparation Training