Study guide

CFA Sustainable Investing study guide

Read a lesson, then practice the ideas you want to remember.

Lessons

  1. Board Composition, Independence, and Effecti
  2. Executive Remuneration and Performance Align
  3. Governance Models, Material Impacts, and Gov
  4. Corporate Governance Theories and Internatio
  5. Shareholder Rights, Audit Quality, and Busin
  6. Adaptation, Just Transition, and Environment
  7. Carbon Accounting, Footprinting, and Carbon
  8. Climate Science, Paris Goals, and Decarboniz
  9. Physical and Transition Climate Risks — Free Study Guide 2026
  10. Circular Economy and Clean Technology Soluti
  11. Natural Capital, Ecosystem Services, and Bio
  12. Water Stress, Resource Depletion, and Pollut
  13. ESG Data Sourcing, Quality, and Rating Metho
  14. Fundamental Equity Valuation Adjustments: Ca
  15. Qualitative and Quantitative ESG Research Fr
  16. Valuation Multiples and Balance Sheet Adjust
  17. Credit Spread and Cash Flow Adjustments for
  18. ESG Integration in Private Equity, Real Asse
  19. Fixed Income ESG Materiality and Downside Ri
  20. Sovereign, Sub-Sovereign, and Supranational
  21. Market Size, Growth Drivers, and Asset Class
  22. Regulatory Drivers, Policy Shifts, and Fiduc
  23. Stakeholder Ecosystem: Asset Owners, Manager
  24. Positive, Best-in-Class, and Tilt Strategies
  25. Negative, Exclusionary, and Norms-Based Scre
  26. Thematic and Impact Investing Approaches
  27. Core Concepts, Terminology & Evolution — Free Study Guide 2026
  28. Materiality Frameworks: Financial, Double, a
  29. Systemic ESG Megatrends and Global Supranati
  30. About the Exam and How to Use This Guide
  31. Client Mandates, IPS Integration, and Suitab
  32. Corporate and Sustainability Reporting Stand
  33. Manager Selection, Client Types, and Measuri
  34. Portfolio ESG Reporting, Verification, and A
  35. Global Regulatory Disclosure Frameworks: SFD
  36. ESG Indexes, Index-Based Portfolios, and Fun
  37. Green, Social, Sustainability, and Sustainab
  38. Portfolio-Level Climate Metrics and Decarbon
  39. Quantitative Portfolio Optimization and ESG
  40. ESG in Strategic Asset Allocation and the Po
  41. Customer Welfare, Product Safety, and Commun
  42. Diversity, Equity, and Inclusion — Free Study Guide 2026
  43. Human Capital Management and Workplace Stand
  44. Human Rights and Supply Chain Due Diligence
  45. Social Analysis at Country, Sector, and Comp
  46. Social Megatrends, Systemic Relationships, a
  47. Direct and Collaborative Corporate Engagemen
  48. Proxy Voting and Shareholder Resolutions
  49. Stewardship Principles and Active Ownership