The College for Financial Planning will introduce a new designation, the Chartered SRI Counselor, for financial professionals this fall, in collaboration with the US SIF: The Forum for Sustainable and Responsible Investment.
According to US SIF, more than 20% of assets under management in the U.S., some $8.7 trillion, are now involved in socially responsible investing strategies.
“Investors of all kinds are clamoring for more information about sustainable investment and corporate responsibility, and this program will be a trusted resource for planners,” said CFFP President Dirk Pantone, in a statement.
Coursework for those seeking the CSRIC designation will highlight the range of responsible investing approaches and the environmental, social and governance factors of interest to today’s investors. It also will discuss trends in shareholder engagement, fiduciary duty and portfolio construction.