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The CSRIC™ program provides financial advisors and investment professionals with foundational knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

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About the Chartered SRI Counselor™ Designation

The CSRIC™ program was developed in collaboration with industry-group leader US SIF: The Forum for Sustainable and Responsible Investment. It provides financial advisors and investment professionals with information about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments.

The CSRIC™ designation is the first major financial credential dedicated specifically to sustainable investing. The certification was developed by the College for Financial Planning in partnership with US SIF: The Forum for Sustainable and Responsible Investment — the leading voice advancing sustainable investing across all asset classes in the United States.

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