根據CFA協會公布的ESG投資證書報名條件,無任何學歷和工作經驗的限制,該證書專為希望了解如何將重大ESG因素整合到其日常工作中的從業者而設計。
官方關于“報名條件”規定的原文如下:
This certificate is designed for investment practitioners who want to learn more about how to analyze and integrate material ESG factors into their day-to-day roles.It is suitable for anyone working in front or back offices and adjacent roles—including sales and distribution,wealth management,product development,financial advice,consulting,risk—as well as anyone looking to improve their understanding of ESG issues.
No prerequisites but prior knowledge of the investment process is recommended.
注:考生必須在注冊后6個月內參加考試。