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.
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