Chartered SRI Counselor™ - CSRIC™
The Chartered SRI Counselor™ (CSRIC™) is a unique graduate-level program for advanced financial planners that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients.
The CSRIC™ program provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.
- The CSRIC™ designation is the first and only major financial credential dedicated specifically to SRI and is encouraged by the top financial firms.
- This course was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment - the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States.
Upon graduation, CSRIC™ designees earn three hours of credit toward an MS Degree in Personal Financial Planning.
Review our Policies and Procedures for more details.
OnDemand courses are always available, and the next optional live courses will be offered during these dates. You can enroll and begin at any time using OnDemand, prerecorded course lectures.