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Chartered Sustainable Impact Investing Counselor (CSRIC®) Designation Renewed!

 


I just renewed my Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation for another year!  The CSRIC® designation took me over 6 months of studying and taking a test to earn.  The reason I decided to achieve the Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation is that I have had more and more clients asking me about this type of strategy and investing such as the ESG or Environmental Social and Governance strategy and rather than just doing an internet search to learn about it, which I did as well, I found this designation and it provided me access to all the research that the College of Financial Planning compiled on this subject to create the designation and a more focused way to learn about the topic of Sustainable, Responsible and Impact Investing.  I wanted to learn about the topic not because I am recommending this type of investing to my clients but I want to be able to answer their questions to the best of my ability to help them work towards their financial goals. 


If you would like more information about Sustainable Responsible Impact investing or have questions or need anything else please let me know!  I can be reached by email at cyril.white@fourfinancial.com or calling (734) 272-4322.


Thanks, and have a great day!

 

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.  All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.  The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual.   

 

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. 

 

Securities offered through LPL Financial. Investment advisory services offered through Four Financial Management a registered investment advisor & separate entity from LPL Financial.  Member FINRA/SIPC 

 

 


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