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CFA Climate Risk, Valuation, and Investing Training

Live Online & Classroom Enterprise Training

The CFA Climate Risk, Valuation, and Investing course provides finance professionals with the knowledge and tools needed to understand climate-related risks and opportunities in investment decisions. The program explores climate science fundamentals, regulatory frameworks, valuation techniques, and portfolio strategies that integrate climate considerations into financial analysis.

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What is CFA Climate Risk, Valuation, and Investing Training about?

Climate change is increasingly shaping global financial markets, regulatory policies, and investment strategies. Investors and financial institutions must understand how climate-related risks—such as physical risks, transition risks, and policy changes—affect asset valuation and portfolio performance. This course equips participants with practical frameworks to assess climate risk, integrate climate factors into financial models, and evaluate sustainable investment opportunities. Participants will gain insights into climate-related financial disclosures, ESG considerations, carbon markets, and climate-aligned investment strategies.

What are the objectives of CFA Climate Risk, Valuation, and Investing Training ?

  • Understand the financial implications of climate change on global markets and investments.
  • Identify and assess climate-related physical and transition risks.
  • Integrate climate risk factors into company valuation and financial modeling.
  • Analyze climate-related disclosures, regulations, and sustainability frameworks.
  • Develop investment strategies aligned with climate transition and sustainable finance.

Who is CFA Climate Risk, Valuation, and Investing Training for?

  • Investment analysts and portfolio managers
  • Financial advisors and wealth managers
  • ESG and sustainability professionals
  • Risk management professionals
  • Corporate finance and strategy professionals

What are the prerequisites for CFA Climate Risk, Valuation, and Investing Training?

Prerequisite:

  • Basic understanding of financial markets and investment principles
  • Familiarity with financial statements and valuation concepts
  • Basic knowledge of ESG or sustainable finance (recommended)
  • Experience in finance, investment, or risk management roles
  • Interest in climate-related financial risk and sustainability


Learning Path:

  • Introduction to Climate Change and Financial Markets
  • Climate Risk Identification and Measurement
  • Climate Risk Integration into Valuation Models
  • Climate Disclosure Frameworks and Regulations
  • Climate-Informed Investment Strategies and Portfolio Management


Related Courses:

  • ESG Investing and Sustainable Finance
  • Sustainable Investment Analysis
  • Climate Finance Fundamentals
  • Green Finance and Carbon Markets

Available Training Modes

Live Online Training

3 Days

Course Outline Expand All

Expand All

  • Fundamentals of climate science and global warming
  • Physical vs transition climate risks
  • Global climate frameworks and agreements (e.g., Paris Agreement)
  • Climate-related financial regulations and disclosure standards
  • Impact of climate risks on financial markets
  • Concept and importance of transition finance
  • Financing decarbonization strategies
  • Green bonds, sustainability-linked loans, and climate finance instruments
  • Corporate transition planning and funding models
  • Measuring progress toward net-zero targets
  • Climate risk factors in equity valuation
  • Impact of climate policies on corporate earnings
  • Integrating climate data into financial models
  • Valuing climate risks in fixed-income investments
  • Scenario analysis for public market investments
  • Climate considerations in private equity and venture capital
  • Infrastructure investments and climate risk
  • Real estate valuation under climate scenarios
  • Carbon markets and alternative climate assets
  • ESG integration in alternative investment strategies
  • Integrating climate risk into portfolio construction
  • Climate risk diversification strategies
  • Active ownership and shareholder engagement
  • Climate-related portfolio reporting and metrics
  • Long-term investment strategies for sustainable finance

Who is the instructor for this training?

The trainer for this CFA Climate Risk, Valuation, and Investing Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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