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CFA Montreal is proud to announce its partnership with CFA Institute to launch the ESG investment certification in Quebec. This new international training program aims to strengthen market integrity by providing professionals with the accepted core concepts and trusted source applications they need to integrate environmental, social and governance factors into the investment process.

Who is this training for?

This certification is designed to meet the needs of investment professionals who wish to learn how to analyze relevant ESG criteria and integrate them into their investment analysis practice. It is also suitable for anyone wishing to improve their understanding of ESG issues in areas such as sales and distribution, wealth management, product development, financial advisory and management, and risk management. Since its launch in June 2020 in the UK and other Western European countries, more than 5,000 people have enrolled.

Details of the program

The ESG certification program includes approximately 130 hours of study, taught in English, and offers considerable flexibility. The 2.20-hour final exam consists of 100 questions and is administered, online. Candidates who pass the exam earn 20 continuing education credits and a digital badge to demonstrate successful completion of the ESG Investment Certification. The total cost of the course is 675 USD.

According to a recent CFA Institute survey, 76% of institutional investors and 69% of individual investors worldwide are interested in ESG investing. The certificate will accelerate the industry's evolution by bringing sustainable practices to the forefront of investment decisions, making financial analysis more comprehensive and accurate.

For more information on ESG investment certification, click here.




Our Mentorship Program is a powerful tool to accelerate your learning and career development. It opens you to new perspectives and sharpens your skills through a privileged relationship with an experienced professional.  

We take great care in matching the mentor and mentee and in providing tailor-made tools and support for each participant. This is the strength of our program.

Information session

September 1, 2021
Virtual session

Deadline to apply

September 30, 2021

First workshop

December 10, 2021

Why become a mentee?

  • To obtain the perspective of a knowledgeable person outside your network

  • To gain confidence and prepare for the next steps in your career

  • To benefit from the professional experience and wisdom of a mentor

Who is eligible?

  • CFA Montréal members

  • Emerging leaders in finance with five to fifteen years of experience

  • Professionals interested in moving into a management role or one with more responsibility in the investment sector and people considering a career transition to another financial sector or starting a business in the financial world

  • Conscientious people who are ready to dedicate themselves for the duration of the program

To become a mentee, please send your profile via this link.

Why become a mentor?

  • To develop your skills and leadership as a coach and motivator

  • To give back to the financial community and share your professional assets

  • To support the development of tomorrow's professionals

Who is eligible?

  • Experienced professionals willing to share their expertise and experience in a privileged professional relationship

  • People who are open, have good interpersonal skills and wish to establish a mentoring relationship

  • Conscientious people who are ready to dedicate themselves for the duration of the program

To become a mentor, please send your profile via this link.

How it works

  • The matching committee reviews the applications. Interviews are conducted with the selected candidates to fully understand their profiles and needs.

  • The pairs are subsequently announced.

  • All of the pairs are invited to a breakfast launch and training session.

  • Two workshops with a specialized coach are offered to mentors and mentees as well as a customized report to better understand their strengths.

  • The pairs will meet six to eight times during the program, which lasts one calendar year.