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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 program.

  • Live Online Classes
    Our Live Online classes are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program and the advantages of active learning features only possible in a live learning community. Features such as the following help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions:
    • Interactive infographics
    • Activities using whiteboards
    • In-class polls as part of knowledge checks
    • Additional handouts to reinforce learning
    • Real-time access to instructors to ask questions or get clarifications on challenging concepts

Because this option is structured-pace, classes begin at certain times of the year.

  • OnDemand Classes
    Our OnDemand classes are best for individuals who need the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

Because this option is self-paced, you can begin the program at any time. 

      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.

      Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:
      • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
      • If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.

      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 (September 13 - November 3, 2021) (Version 4)
      September 13 - November 3, 2021
      Jenny Coombs

      Frequently Asked Questions about the CSRIC® Designation

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