CSRIC® - Chartered SRI Counselor - The Chartered SRI CounselorSM, or CSRIC® program, is a designation program that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, for a variety of clients. This program provides experienced financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing. The CSRIC® designation is issued by the College of Financial Planning, a Kaplan Company, and all professional designation holders are responsible for completing 16 hours of continuing education (CE) credits every two years.
About Shams Afzal's Professional DesignationAccredited Investment Fiduciary® (AIF®) The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.
About Keith Vargo's Professional Designation Chartered Financial Analyst (“CFA”)
The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
About Gary Wagner's Professional DesignationAccredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.
About Art Merriman's Professional DesignationChartered Financial Analyst (“CFA”)
The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
About Kim Gannis' Professional DesignationAccredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.
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