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Updates Announced for Chartered SRI CounselorTM Professional Education Program

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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.

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