2024年esg考試費(fèi)用為865美金,重考費(fèi)是690美金,注:考生可另外支付135美元與運(yùn)費(fèi)來獲得紙質(zhì)版的教材。
2024年esg考試費(fèi)用上漲
根據(jù)CFA協(xié)會(huì)官方通知,2024年1月1日報(bào)名費(fèi)上漲為865美金,上漲70美金。2023年12月31日之前報(bào)名可以鎖定23年的舊版考綱,半年內(nèi)考試都是考舊版考綱的考試內(nèi)容和題型。
建議:考生在2023年12月31日之前可完成esg投資證書的報(bào)名工作,可享受目前795美金的報(bào)考費(fèi)。后續(xù)可根據(jù)學(xué)習(xí)情況選擇考試時(shí)間,在注冊后6個(gè)月內(nèi)完成2023考綱對應(yīng)的考試即可。
2024年esg退費(fèi)政策
2024年esg退費(fèi)政策:可在付款后14天內(nèi)(至東部時(shí)間第14天晚上11:59)全額退還注冊費(fèi)。初始注冊不包括為重新安排由考生推遲或由CFA協(xié)會(huì)推遲的考試而進(jìn)行的注冊。由于匯率波動(dòng),CFA協(xié)會(huì)不能保證支付給CFA協(xié)會(huì)的確切金額將以美元以外的貨幣退還。
政策原文:
Refund Policy:
For candidates submitting an initial registration for the Certificate in esg Investing,a full refund of your registration fees is available within 14 days of payment(through 11:59 PM Eastern Time on the fourteenth day).An initial registration does not include a registration made to reschedule an exam sitting that was either deferred by the candidate or postponed by CFA Institute.Due to fluctuating exchange rates,CFA Institute cannot guarantee the exact amount paid to CFA Institute will be the amount returned in currency other than US currency.After the fourteen-day period has ended,registration fees are nonrefundable,even in the event of a medical condition or other extreme circumstance.Registration fees are non-transferrable.Payments for print curriculum orders are non-refundable once the order has been placed.CFA Institute strongly advises candidates against requesting a refund for an exam under these policies in an attempt to obtain a larger refund.
2024年esg考試內(nèi)容
1.Introduction to esg(esg投資入門)
2.The esg market(esg市場)
3.Environmental factors(環(huán)境因素)
4.Social factors(社會(huì)因素)
5.Governance factors(治理因素)
6.Engagement and stewardship(參與和盡職管理)
7.esg analysis,valuation and integration(esg分析、估值與整合)
8.esg integrated portfolio construction and management(esg整合投資組合構(gòu)建和管理)
9.Investment mandates,portfolio analytics and client reporting(投資指令、投資組合分析和客戶報(bào)告)