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.
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.
Frequently Asked Questions about the CSRIC® Designation
Offer the CSRIC® Program to Your Employees
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