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Dive into the world of impact investing with the CFA UK Certificate in Impact Investing (CFA IIC).

As the demand for sustainable and socially responsible investment options continues to rise, the CFA UK Certificate in Impact Investing stands as a valuable asset for those looking to make meaningful contributions to society while achieving their financial goals. Join us in reshaping the future of finance through impact investing with the CFA IIC.

The Certificate in Impact Investing and the CFA UK

The Certificate in Impact Investing is designed to enhance knowledge in the growing field of impact investing. Impact investing is made with the intention of generating positive societal or environmental impact alongside financial returns. With this certification, you’ll learn the essential knowledge and skills to understand and integrate impact throughout the investment chain.

The CFA UK released the Certificate in Impact Investing in January 2024 to address the increasing demand for investments with positive impact alongside financial returns.

The CFA UK is a professional society that aims to educate, connect, and inspire the investment profession. As part of the global CFA Institute member societies network, CFA UK represents a diverse community of investment professionals. It focuses on growing talent within the finance industry by providing valuable educational programs, networking opportunities, and professional development resources.

Other CFA Institute Programs

The CFA Institute is a global organization that offers investment professionals education, a code of ethics, and various certification programs.

The CFA designation is widely recognized as prestigious. To obtain the CFA designation, candidates must pass three consecutive examinations known as CFA Levels 1, 2, and 3 (see the graph below).

Comparing the Difficulty Levels of CFA Certificates

Other CFA Institute Programs

The CFA Institute is a global organization that offers investment professionals education, a code of ethics, and various certification programs.

The CFA designation is widely recognized as prestigious. To obtain the CFA designation, candidates must pass three consecutive examinations known as CFA Levels 1, 2, and 3 (see the graph below).

The CFA certification programs have different levels of difficulty and distinct objectives. The difficulty level of the CFA IIC (Level 4) is comparable to that of the CFA ESG Certificate and IMC.

The CFA IIC is considered easier than the CFA L1 (difficulty level 5). Unlike the CFA L1, the CFA IIC exam does not involve calculations to answer the 65 questions and requires less extensive reading. However, it is essential to emphasize that the CFA IIC upholds the CFA’s stringent standards and still requires a thorough study plan to ensure success.

Source: 300 Hours

The New Certificate in Impact Investing at a Glance

Entry Criteria

No formal entry requirements, but knowledge of the investment industry is strongly recommended.

Registration and Online Learning Materials Fees

£495

Syllabus Version 1 Calendar

Tested from 01/03/2024 to 28/02/2025

Exam Format and Number of Questions

65 self-assessment questions

Time Allowed for Exam

1 hour and 30 minutes

Recommended Study Time

131 hours

Pass Mark

Between 60 and 70%

Pass Rate

Between 65 and 80%

CFA UK Certificate in Impact Investing: What and Who

What is the Certificate in Impact Investing?

The CFA UK Level 4 Certificate in Impact Investing is tailored to individuals seeking to deepen their understanding of impact investing. Impact investing involves making investments to achieve financial returns and foster positive societal or environmental outcomes. This certification equips participants with vital knowledge and skills to navigate impact investing across the entire investment spectrum, ensuring they can effectively integrate impact considerations.

Who Should Take the CFA UK Certificate in Impact Investing?

This qualification is ideal for investment professionals interested in expanding their expertise in impact investing. While there are no strict prerequisites for enrollment, a foundational understanding of the investment industry is highly recommended. Whether you’re a seasoned investor or new to the field, this certificate is designed for you if you’re eager to learn more about how investments can drive positive change.

Requirements and Costs

Requirements

There are no entry criteria. However, it is advised that candidates possess an understanding of the investment process acquired through formal education or practical experience before embarking on this course of study.

Costs

The registration cost of the certificate is £495. The certificate registration includes the following:

  • The Registration Fee
  • The Certificate in Impact Investing Training Manual in digital format
  • Access to the CFA UK Candidate Area

You can register for the course and include printed learning materials with your order. If you wish to acquire physical study materials after completing your registration, they are available for purchase via the CFA UK Candidate Area at any time.

Registration and Availability

Registration

Candidates can register for the CFA Impact Investing Certificate through the CFA UK Website. Once registered, candidates have 12 months to plan, prepare, and take their exam.

The CFA UK offers flexibility, as there are no fixed exam dates. Candidates can schedule their exam at any time within the 12 months. This flexibility enables candidates, particularly those working full-time, to manage and balance their careers, personal lives, and studies.

Availability

The CFA UK is introducing CFA IIC Certification on a market-by-market basis. Candidates must check if their country is included.

Candidates have two options to do their exam:

CFA UK Test Center (In-Person Testing)
CFA UK Remotely Exam Testing

CFA UK Impact Investing Certificate Syllabus Structure

The exam is based on the Certificate in Impact Investing Training Manual, which comprises six chapters detailed below. We included the potential distribution of questions in the exam and the page-per-question ratio.

Chapter Number of pages Question allocation Potential distribution of questions in the exam Most challenging
1. Introduction to Impact Investing 67 4 to 8 8 8
2. Impact Investing Philosophy, Strategy and Implementation 64 14 to 18 14 4
3. Asset Classes and Products in Private and Public Markets 39 8 to 12 12 3
4. Impact Investing, Sourcing and Due Diligence 43 4 to 8 8 5
5. Impact Measurement, Management, Monitoring and Reporting 72 16 to 20 18 4
6. Investor Contribution and Stewardship 31 2 to 6 5 5
288 65

Notes:
1. Number of content pages per chapter. The CFA UK Certificate in Impact Investing Book has 366 pages. We are only including content/study pages. It excludes black pages, reference pages, assessment questions and answers, and the glossary of terms.
2. CFA question allocation guidelines.
3. Potential distribution based on CFA question distribution guidelines.

Source: CFA and Alma Mundus
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CFA UK Impact Investing Certificate Resources

Alma Mundus is a CFA Institute Prep Provider, offering study solutions for both the CFA UK Certificate in Impact Investing and CFA ESG Certificates. Check out our CFA UK Impact Investing Study Solutions.

Whether you’re a novice or an experienced professional in the investment field, our resources provide the knowledge and insights needed to excel. Start your journey towards becoming a proficient impact investor with Alma Mundus’s high-quality study solutions today.

Join Free the Certificate in Impact Investing Group on LinkedIn, receive the most updated information, such as news, alerts, and promotions, and interact with other potential candidates, candidates, and alumni.

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