CFA ESG Investing Exam - is it worth it? (2024)

Описание: Overall, I found the ESG CFA exam to be a valuable experience that significantly impacted my career trajectory. While it's not as demanding as some other exams, it provides a solid foundation in ESG investing concepts. The course material is concise and easy to understand, covering key topics like environmental, social, and governance factors, as well as integration strategies.

In my opinion, the exam's strengths lie in its ability to quickly bring newcomers up to speed on ESG topics and its focus on framing these concepts in a financial context. However, I noticed some limitations, such as the lack of coverage on impact investing and the potential for some information to become outdated quickly due to the rapidly evolving nature of the field.

Based on my experience, I'd recommend taking the ESG CFA course as a starting point, but supplementing it with additional reading. I found books on climate issues, social topics, and reimagining capitalism to be particularly helpful. Additionally, I'd suggest staying current by reading papers from industry bodies like the IIGCC for climate-related information and GIIN for impact investing insights.

In conclusion, while the ESG CFA exam was instrumental in my career development, I believe a well-rounded approach to learning about ESG investing is crucial for anyone looking to excel in this field.

⌚️Timestamps:
0:00 Intro
0:29 It's not a big undertaking
1:15 It provides a fantastic baseline
1:54 Frames everything within a financial context
2:29 Skips impact investing
3:20 It's light in certain areas
3:47 Material can get quite outdated
4:19 Starting from scratch
8:13 Personal Background
9:43 Conclusion
🍿 WATCH NEXT:
1.    • The 7 benefits of a career in sustainable ...  
2.    • How to get a career in sustainable investment  
3.    • Why I moved from Hedge Fund investing to S...  

📚BOOKS MENTIONED:
Five Times Faster - Simon Sharpe
Climate Casino - William Nordhaus
Values - Mark Carney
Prosperity without Growth - Tim Jackson
Rebecca Henderson - Reimagining Capitalism
Prosperity - Colin Mayer
There's no planet B - Mike Berners-Lee
We are the weather - Johan Sebastien Foer

MY OTHER SOCIALS:
🐦 Twitter -   / joshpalmer862  
📸 Instagram -   / joshpalmer862  
📱  TikTok -   / jlgpalmer  
👨‍💻  Linkedin -   / jlgpalmer  
🎥  Facebook -   / jlgpalmer  

WHO AM I?
Hey, I'm Josh, an Investment Actuary-turned-YouTuber. Through my videos here on this channel I share my career experience and also general self-improvement experiments based on my experience. I hope you enjoy!