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Chartered SRI Counselor™ - CSRIC™

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.

Review our Policies and Procedures for more details. 

CSRIC™ Course Topics



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