- Quick Note:
- Please refer to the course provider's website for the course details.
Course Information
Schedules*
- 8 Oct 2026 (Thu) - 27 Nov 2026 (Fri) 7:00 PM - 10:00 PM
Registration period*
2 Sep 2026 (Wed) - 7 Oct 2026 (Wed)
Price
HKD 8,500
(Tuition fee for Members:HK$8,000
Tuition fee for Non-members:HK$8,500)
(Tuition fee for Members:HK$8,000
Tuition fee for Non-members:HK$8,500)
Course Level
Study Mode
Duration
27 Hour(s)
Language
Cantonese
Location
The Hong Kong Management Association 14/F, Fairmont House 8 Cotton Tree Drive Central
Certificate
- Available
- (The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.)
*Note: The schedule above is for reference only. Please refer to the course provider's website for the schedule.
Course Overview
INTRODUCTION
The HKMA Global Centre for ESG Education and Research (GC-ESG), now offers Professional Certificate Programme in Global ESG Investing to equip professionals with comprehensive knowledge about ESG investing and related international standards. The official syllabus of The CFA Institute “ Sustainable Investing Certificate ” will be adopted in this programme to help students prepare for the examination organized by CFA Institute. The learning materials adopted in this programme have been recognized by the United Nations Principles for Responsible Investment (PRI).
What You’ll Learn
Indicative Topics
- Introduction to ESG
- The ESG Market
- Environmental Factors
- Social Factors
- Governance Factors
- Engagement and Stewardship
- ESG Analysis, Valuation, and Integration
- ESG Integrated Portfolio Construction and Management
- Investment Mandates, Portfolio Analytics, and Client Reporting
LEARNING OUTCOMES
By completing this programme, participants will be able to acquire the following knowledge and skills:
- - Different approaches to responsible investment and specifically, consideration of environmental, social and governance (ESG) factors;
- - The underlying issues that constitute factors within each of the environmental, social and governance areas;
- - The broader sustainability context and global initiatives;
- - Environmental factors, systemic relationships, material impacts, megatrends and approaches to environmental analysis at
- country, sector and company levels;
- - Social factors, systemic relationships, material impacts and approaches to social analysis at country, sector and company levels;
- - Governance factors, key characteristics, main models and material impacts;
- - Engagement and stewardship;
- - ESG analysis, valuation and integration;
- - ESG integrated portfolio construction and management; and
- - Investment mandates, portfolio analytics and client reporting.
Students are also expected to have developed the ability to:
- - Apply a range of approaches to ESG analysis and integration across a range of asset classes; and
- - Analyse how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
