Chartered SRI Counselor™ - CSRIC™ Program Details
Become an SRI investing expert with the CSRIC™ designation from College for Financial Planning®—a Kaplan Company.
CSRIC™ Program Overview
The Chartered SRI Counselor™ (CSRIC™) is a unique 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.