Chartered SRI CounselorSM - CSRIC®

CSRIC® Professional Designation Program


The Chartered SRI CounselorSM , or CSRIC® program, is a designation program for financial professionals. This program provides experienced financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

Choose your learning modality and complete your CSRIC® designation.  

  • Attend Live Online classes from the comfort of your home! Expert faculty will lead a series of Live Online class sessions, which are then archived to your dashboard for further review or in case you miss a class. 
  • With OnDemand classes, you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule.  

The CSRIC® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the CSRIC®, graduates earn direct credit for one elective course in the College’s Master of Science Degree in Personal Financial Planning.


The CSRIC® designation package includes:

Course Sessions

The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

CSRIC: Live Online Class (January 12 - March 4, 2021) (Version 3)
January 12 - March 4, 2021
Jenny Coombs

Frequently Asked Questions about the CSRIC® Designation

Offer the CSRIC® Program to Your Employees

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