Chartered SRI CounselorSM - CSRIC®
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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.
- Access to pre-recorded, instructor-led class lectures that guide you through key concepts in the curriculum.
- Freedom to view the lectures based on your schedule. You can start, stop and rewind as you need to.
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.
- 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:
Frequently Asked Questions about the CSRIC® Designation
Offer the CSRIC® Program to Your Employees
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