This badge was issued to Kevin Cheeks on 23 Jul 2023.
Expires on 23 Jul 2025
Chartered SRI Counselor™ or CSRIC® Professional Designation
Issued by
College for Financial Planning
Individuals who hold the CSRIC® designation posses a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
- Type Certification
- Level Advanced
- Time Months
- Cost Paid
Skills
Earning Criteria
Standards
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.