Financial Advisor Designations

Designation: CSRIC
Designation Full Title: Chartered SRI Counselor
Definition: Provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

Issuing Organization: College For Financial Planning
Website/URL: https://www.cffp.edu/CSRIC
Is the designation still offered: Yes
Is the designation still supported: Yes
What are the prerequisites? None listed
What are the requirements to obtain the designation? Self study and online courses
What type of examination is required to complete the designation process? Proctored and Timed Test
Is there any ongoing continuing education or other requirements to maintain the designation? 16 hours every 2 years
Where can you check if someone has the designation and if it’s current? Designation Search at: https://cffpdesignations.com/Designee
Does the designation have a complaint process and if so, where can it be found? Grievance can be filed with the College for Financial Planning
Is there a published list of disciplined designees and if so, where can it be viewed? Yes. https://www.cffp.edu/Dialog/Documents/Public_Disciplinary_Actions.pdf
Who is the accreditation through? Higher Learning Commission
Recommended for: Financial Advisors and Investment Professionals
Code of Ethics or Ethics Course? Yes. See: Standards of Conduct at: https://cffpdesignations.com/Designee/Standards
Length of Time For Completion: 10 weeks (estimated based on other courses from the College for Financial Planning)