Mastering Financial Markets: Strategies and Insights for Sustainable Investment
Education Overview
US SIF serves the growing need of investment professionals in the United States to gain expertise in the field of sustainable and impact investment. We provide high-quality education, research and thought leadership on sustainable investment to investors, investment advisors, consultants and analysts.
Online and In-Person Courses
Introductory Course for Individual Investors
This free online course is designed for individual investors who want to learn the basics of sustainable investing.
COMING SOON.
Fundamentals of Sustainable Investing
This course is a resource for investment advisors, financial planners and other financial professionals who want to learn how to incorporate sustainable investments into portfolios and client conversations, plus discover the latest policy and industry updates. To learn more or to register for the next virtual offering of the course, click here.
Chartered SRI Counselor (CSRIC®)
Although no longer accepting new enrollments as of 2025, US SIF previously partnered with the College for Financial Planning® - a Kaplan Company to develop the Chartered SRI CounselorSM (CSRIC®): the first professional services designation for sustainable investing in the United States. For current designation holders, renewal requirements can be found here.
Fundamentals in Sustainable and Impact Investing
Offered throughout the year, don't miss the chance to learn from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products and strategies, as well as learn best practices in ESG data analysis and more.
Peter DeSimone Student Scholarship
Eight students were selected through a competitive process to receive the 2025 Peter DeSimone Scholarship. The scholarship allows students to attend the premier sustainable finance conference in the US from June 25-27th, 2025, free of charge, and is a fantastic opportunity to attend the US SIF FORUM 2025 and connect with sustainable investment experts.
Named in memory of Peter DeSimone—a passionate leader and early policy director at US SIF—the scholarship honors his legacy and commitment to growing the sustainable finance community.