Chartered SRI Counselor (CSRIC): What It Means and Why It Matters

​The Chartered SRI Counselor™ (CSRIC®) designation is a professional credential tailored for financial advisors specializing in sustainable, responsible, and impact (SRI) investing. It signifies expertise in integrating environmental, social, and governance (ESG) factors into investment strategies, aligning clients’ portfolios with their ethical values while pursuing financial returns. 

Understanding the CSRIC® Designation

Launched in 2018, the CSRIC® program was developed by the College for Financial Planning®—a Kaplan Company, in collaboration with US SIF: The Forum for Sustainable and Responsible Investment. This designation equips financial professionals with comprehensive knowledge of SRI’s history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices. ​

How Do Financial Advisors Earn the CSRIC® Designation?

To obtain the CSRIC® designation, candidates must complete an online self-study course and pass a closed-book final exam. The program covers topics such as the foundations and history of sustainable investing, ESG performance metrics, and incorporating SRI into financial advising. Upon successful completion, designees are required to complete 16 hours of continuing education every two years to maintain the credential. ​

Benefits of Working with a CSRIC® Professional

Engaging a CSRIC®-credentialed advisor offers several advantages:​

• Expertise in Sustainable Investing: CSRIC® professionals possess specialized knowledge in SRI strategies, ensuring that investment recommendations align with clients’ ethical and financial goals.​
• Informed Decision-Making: These advisors stay current with evolving ESG trends and regulations, providing clients with up-to-date insights for informed investment decisions.​
• Commitment to Ethical Standards: The CSRIC® designation signifies adherence to high ethical standards, fostering trust and confidence in the advisor-client relationship.​

Summary

The CSRIC® designation represents a commitment to integrating sustainability into financial advisory services. Advisors with this credential are equipped to guide clients in aligning their investments with personal values, addressing the growing demand for ethical investment options.​

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Governing Body: The CSRIC® designation is conferred by the College for Financial Planning®—a Kaplan Company, in partnership with US SIF: The Forum for Sustainable and Responsible Investment. 

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Frequently Asked Questions

What topics are covered in the CSRIC® program?

The program includes modules on the history of sustainable investing, ESG performance metrics, portfolio construction, fiduciary responsibilities, and current opportunities in sustainable investing. 

Is the CSRIC® designation recognized internationally?

While the CSRIC® is U.S.-centric, its principles are applicable globally, and it is gaining recognition among international financial professionals. ​

How does the CSRIC® designation differ from other financial certifications?

The CSRIC® focuses specifically on sustainable, responsible, and impact investing, providing specialized knowledge in ESG factors, unlike broader financial certifications. 

Can a CSRIC® advisor assist with traditional investment strategies?

Yes, CSRIC® advisors are qualified to manage both traditional and sustainable investment strategies, tailoring portfolios to clients’ preferences and goals.​