What is a Chartered SRI Counselor (CSRIC)?

A Chartered SRI Counselor (CSRIC) is a financial professional with a focus on sustainable investing.

What is a Chartered SRI Counselor (CSRIC)?

CSRICs are experts in sustainable investing, which offers the potential for strong financial returns while demonstrating a commitment to sustainable business practices and positive impact.

What is a Chartered SRI Counselor (CSRIC)?

Should You Hire a CSRIC?

If you consider yourself a socially conscious individual, you may benefit from a CSRIC. A CSRIC can help you diversify your portfolio in a socially responsible way

Those who hope to earn an CSRIC designation must fulfill certain requirements set forth by the College for Financial Planning and the Forum for Sustainable and Responsible Investment.

What Does it Take to Earn and Maintain the CSRIC?

CSRIC Education Requirements

There are no prerequisites for the CSRIC designation. However, candidates are required to take live online or on demand classes that cover a variety of topics.

Once they fulfill their educational requirements, candidates must pass the 70-question CSRIC Certification Exam with a score of 70% or higher. 

CSRIC Exam and Continuing Education Requirements

They’ll have three hours to complete it and a maximum of two attempts to pass. After a financial professional passes the CSRIC, they’ll need to complete 16 hours of continuing education every two years.

The CSRIC designation is fairly new so it may be more difficult to find a financial professional holding their CSRIC designation compared to other more established certifications.

How To Find The Best Chartered SRI Counselor For You