Certification for RI Advisors and Professionals
The Responsible Investment Association (RIA) provides third-party certification for qualified professionals working in Canada’s responsible investment industry. We offer two designations: Responsible Investment Advisor Certification (RIAC) and Responsible Investment Professional Certification (RIPC). Both of our designations are listed in the Investment Industry Regulatory Organization of Canada (IIROC) directory of designations here.
Four steps to becoming a Certified Responsible Investment Advisor or Professional:
- Successful completion of the PRI Academy’s online course – RI Essentials
- Member of RIA and industry regulatory bodies in good standing
- Must agree with the Statement of Purpose of the RIA
- After certification, you are required to complete annual updates to ensure your expertise is current
If you meet these criteria, then the RIA will provide you with certification at no additional cost. If you want to become certified, or if you have questions about certification, please contact Dustyn Lanz, Director, Research and Communications: firstname.lastname@example.orgDownload Certification Brochure (PDF)
About RI Essentials
RI Essentials is a 10 – 12 hour comprehensive examination of responsible investment. It was designed for Investment Advisors, Wholesalers, Portfolio Managers and others interested in developing expertise in the integration of environmental, social and governance (ESG) factors in the selection and management of investments.
It’s a structured learning experience featuring up-to-the-minute case studies, step-by-step theory, interactive tools and financial modeling. It has been designed to help maximize a practical application of ESG concepts in the shortest possible timeframe. RI Essentials is eligible for 10 CFA CE credits, 10 Advocis CE credits, 10 IIROC CE credits, and 10 FPSC CE credits.
RI Essentials is part of a training program that we are launching in partnership with the PRI Academy, and with the support of NEI Investments. These partnerships give our program a distinct, global perspective on responsible investment.