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Chartered SRI CounselorSM - CSRIC®

CSRIC® Professional Designation Program
$1,300.00

 

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.

Begin the program at any time with OnDemand classes. You'll have:
  • 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.

    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:

    Frequently Asked Questions about the CSRIC® Designation

    Offer the CSRIC® Program to Your Employees

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