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A New Designation for the Impact Investing Advisor

The new Chartered SRI Counselor is now available through the College for Financial Planning.

The College for Financial Planning has partnered with US SIF: The Forum for Sustainable and Responsible Investment to create a new designation for planners who advise on sustainable, responsible and impact investments.

The new CSRIC is a program of seven modules that cover the foundations and history of SRI, portfolio construction, ESG performance and risk, fiduciary standards and future opportunities. It’s administered through live classes, on-demand video and online material, and testing.

The new designation comes as investment and interest in SRI increases. The space now accounts for over $8.7 trillion, or more than 20 percent of assets under management in the U.S., according to US SIF data.

“The designation is a key way for advisors to demonstrate expertise to clients,” said Lisa Woll, CEO of US SIF. “The take-up of the designation will also create an expectation that financial professionals become educated about sustainable and responsible investing.”    

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