Top 5 Benefits of Earning the CSRIC® Designation

Become an expert in the history, trends, and best practices for SRI investments with the CSRIC® designation program.

The CSRIC® designation is recognized as the industry-benchmark for SRI-focused credentials and is endorsed by the top financial firms.

CSRIC® designees receive direct credit toward for one course in our MS Degree in Personal Financial Planning. This allows you to save both time and money while pursuing multiple credentials.

83% of professionals surveyed with specialized financial designations such as the CSRIC® designation are more confident in speaking with clients after earning their specialized designation through the College for Financial Planning®—a Kaplan Company.*

71% of professionals surveyed with specialized financial designations reported an increase in their client base after earning their specialized designation through the College for Financial Planning®.**

For CFP® professionals who must complete continuing education requirements as part of certification renewal, program completion fulfills 28 hours of continuing education.

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation. 

Learn to better serve your clients with accurate, relevant, and timely SRI advice while advancing your own financial career.


One in three U.S. investment dollars, or $17.1 trillion, is in sustainable investing assets.  This is a 42% increase over 2018. 

- US SIF, Report on US Sustainable and Impact Investing Trends, 2020

*This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS℠) and who answered this question.

**This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS℠) and who answered this question.