What Is a Chartered SRI Counselor (CSRIC)?

The Chartered SRI Counselor (CSRIC) designation is a credential for professionals who provide guidance on socially responsible investing and impact investing.

CSRICs have demonstrated a mastery of the subject matter and are committed to the highest standards of ethical conduct.

What Does a Chartered SRI Counselor Do?

A CSRIC advises individuals, families, and institutions on how to invest in a way that aligns with their values.

This may include screening investments for environmental, social, and governance (ESG) criteria, assessing the impact of investments, and engaging with companies on issues of concern.

CSRICs also work with financial advisors to help them better understand and meet the needs of socially conscious investors.

Chartered SRI Counselor (CSRIC) Professional Designation Program

The program leading to the CSRIC designation is offered by the College for Financial Planning – a Kaplan Company.

To earn the designation, candidates must complete the following process:

  1. Finishing an online self-study course
  2. Passing an online closed-book final exam
  3. Completing 16 hours of continuing education every two years

 

Chartered_SRI_Counselor_(CSRIC)_Professional_Designation_Program

Benefits of the CSRIC Designation

The CSRIC designation is the only credential of its kind that focuses specifically on socially responsible investing and impact investing.

Holding the CSRIC designation demonstrates to clients and colleagues a commitment to the highest standards of ethical conduct and professional excellence.

CSRIC designees receive direct credit in MS Degree in Personal Financial Planning. This saves both time and money while earning multiple credentials.

Why Choose the CSRIC Professional Designation Program?

The CSRIC designation is widely recognized and respected by both clients and colleagues because it focuses specifically on socially responsible investing and impact investing.

The CSRIC designation is also an excellent way to differentiate yourself in a crowded marketplace and build your career.

It is a great way to build your brand and show clients and prospects that you are a serious professional committed to making a difference.

If you are looking for a credential that will help you pursue a career that is both personally and professionally rewarding, the CSRIC designation is the right choice.

The Bottom Line

The CSRIC designation is the credential for professionals who provide guidance on socially responsible investing and impact investing.

CSRICs have demonstrated a mastery of the subject matter and are committed to the highest standards of ethical conduct.

If you are looking for a credential that will help you pursue a career that is both personally and professionally rewarding, the CSRIC designation is the right choice.

FAQs

1. What is the Chartered SRI Counselor (CSRIC) designation?

The CSRIC designation is the credential for professionals who provide guidance on socially responsible investing and impact investing.

2. What does a CSRIC do?

A CSRIC advises individuals, families, and institutions on how to invest in a way that aligns with their values.

3. Who offers the CSRIC designation program?

The program leading to the CSRIC designation is offered by the College for Financial Planning – a Kaplan Company.

4. What makes the CSRIC designation different from other credentials?

The CSRIC designation is the only credential of its kind that focuses specifically on socially responsible investing and impact investing.

5. How often do I need to renew my CSRIC designation?

CSRIC designees are required to complete 16 hours of continuing education every two years.

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