Courses


The US SIF Foundation currently offers three courses for different audiences.


Sustainable Investing: An Introductory Course for Individual Investors
Launched in July 2020, this free online course is designed for individual investors who want to learn the basics of sustainable investing. The course is meant to make it easier for individual investors to align their investments to address their social and environmental priorities. It provides a brief overview of the development of sustainable investing and summarizes the investment options and strategies available. It also links to additional resources and offers next steps for interested investors.

Audience: Individuals
Format: Online 
Duration: Approximately 30 minutes
Price: Free

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Fundamentals of Sustainable and Impact Investment
This course is an introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable and impact investment, and to incorporate it into investment portfolios and client conversations. It covers the integration of ESG data into security analysis, discusses the latest trends and research, and explains how to communicate your expertise in sustainable and impact investment. The course can be taken online and/or in a live training format.

Audience: Investment advisors, financial planners and other financial professionals
Format: Online and/or in a live training format
Duration: Approximately three hours
Price: US SIF Member: $200; Non-US SIF Member: $250
(Special limited time offer - free for financial advisors!)

Click here to learn more.



Chartered SRI Counselor™ (CSRIC™)
In partnership with the College for Financial Planning, US SIF offers the only professional services designation for sustainable investing in the United States, the Chartered SRI Counselor™ (CSRIC™). A graduate-level program, the CSRIC™ course provides financial advisors and investment professionals with the history, definitions, trends, portfolio construction principles, fiduciary responsibilities and best practices of sustainable investment.

 
Audience: Investment advisors, financial planners and other financial professionals
Format: Online
Duration: The program is a 3-semester credit graduate level course. Students should expect to spend approximately 90-135 hours in course-related activities.
Price: US SIF Member: $1,105; Non-US SIF Member: $1,300

Click here to learn more.