The Chartered SRI CounselorSM (CSRIC®) professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI) and is an industry-recognized credential encouraged by top financial firms.

US SIF members save 15% when you enroll in the CSRIC® professional designation program developed by the College for Financial Planning®—a Kaplan Company in partnership with US SIF.


The Program
The CSRIC® program provides financial advisors and investment professionals with foundational knowledge about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments.

The College’s program is offered as Live Online classes or OnDemand classes.

  • Live Online Classes
    Live Online classes are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program and the advantages of active learning features only possible in a live learning community. Features such as activities using whiteboards and in-class polls help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions.

    This option is structured-pace, so classes begin at certain times of the year.

  • OnDemand Classes
    OnDemand classes are best for individuals who need the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

    This option is self-paced, so you can begin the program at any time. 

The CSRIC® designation package includes:
  • Your Choice of Live Online or OnDemand Classes
  • Electronic Textbooks
  • Module Quizzes
  • Practice Exam
  • Final Exam
To pass the designation program, students must achieve a score of 70% or higher on the Final Exam. The grade earned on the Final Exam reflects your overall grade for the designation program.
Upon completion of the CSRIC® program:
  • Graduates earn direct credit for one elective course in the College’s Master of Science Degree in Personal Financial Planning.
  • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
  • If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.

Students should expect to spend approximately 135 hours in course-related activities in order to study and prepare adequately for the course examination. This total may vary depending upon your current level of mastery with regard to the subject matter, the learning objectives, and how quickly you learn new material.