Updates Announced for Chartered SRI CounselorTM Professional Education Program
July 31 2019 - 11:23AM
Business Wire
Course developed in partnership with US SIF, The Forum for
Sustainable and Responsible Investment
The College for Financial Planning®—A Kaplan Company today
announced significant updates to the Chartered SRI Counselor™
(CSRIC™) professional education program, developed in partnership
with US SIF, The Forum for Sustainable and Responsible
Investment.
“More than one out of every four dollars under professional
management in the United States—$12.0 trillion or more—was invested
according to sustainable, responsible and impact (SRI) investing
strategies as of year-end 2017,” said Jennifer Coombs, associate
professor who leads the CSRIC™ program. “As the only SRI-focused
professional designation for financial advisors, we’re committed to
keep the course contents current and complete.”
Michael Young, US SIF education director, added, “US SIF is
encouraged by the strong interest the designation has received in
its first year. A majority of investors want their investments to
incorporate ESG criteria, and earning the CSRIC™ designation is an
unparalleled way to show clients you have expertise.” US SIF is the
leading voice advancing sustainable, responsible, and impact
investing across all asset classes in the United States.
Updated course content includes:
- Data and analysis from the US SIF’s 2018 Report on US
Sustainable, Responsible and Impact Investing Trends and the 2018
Global Sustainable Investment Review published by the Global
Sustainable Investment Alliance, of which US SIF is a member;
- New data from the Fourth National Climate Assessment,
emphasizing the urgency of SRI investing;
- New information and examples regarding the use of ESG
Integration in financial analysis;
- New module checks;
- Open-ended questions after each chapter;
- Two 70-question practice exams;
- Revised final exams.
The Chartered SRI Counselor™ (CSRIC™) professional education
program uniquely provides a blend of foundational knowledge and
scenario learning to work with sustainable, responsible, and impact
(SRI) investments for a variety of clients. The CSRIC™ program
provides financial advisors and investment professionals with
foundation knowledge of the history, definitions, trends, portfolio
construction principles, fiduciary responsibilities, and best
practices for sustainable, responsible, and impact investments. The
CSRIC™ designation is encouraged by the top financial firms.
About the College for Financial Planning
Founded in 1972, the College for Financial Planning®—A Kaplan
Company provides accessible and flexible degree, non-degree, and
continuing professional education programs to students nationwide.
Shortly after its founding, the College introduced the CERTIFIED
FINANCIAL PLANNER™ certification, which is now the world's most
recognized and respected financial planning credential with more
than 80,000 certified professionals.
In addition to its CFP® Certification Professional Education
Program, the College also offers a master’s degree in personal
financial planning and professional designation programs that
provide more in-depth knowledge of the finance industry, with
specializations ranging from asset management and retirement
planning to sustainable, responsible, and impact (SRI) investments.
The College for Financial Planning is accredited by the Higher
Learning Commission and is a member of the North Central
Association. More than 155,000 students have graduated from the
College’s programs. For more information, visit www.cffp.edu.
About US SIF
US SIF: The Forum for Sustainable and Responsible Investment is
the leading voice advancing sustainable, responsible and impact
investing across all asset classes. Its mission is to rapidly shift
investment practices toward sustainability, focusing on long-term
investment and the generation of positive social and environmental
impacts. US SIF members include investment management and advisory
firms, mutual fund companies, asset owners, research firms,
financial planners and advisors, broker-dealers, community
investing organizations and nonprofit associations.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20190731005681/en/
John Vita John Steven Vita Communications John.vita@jsvcom.com
847/853-8283
Graham (NYSE:GHC)
Historical Stock Chart
From Mar 2024 to Apr 2024
Graham (NYSE:GHC)
Historical Stock Chart
From Apr 2023 to Apr 2024