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.
How to become a Certified Responsible Investment Advisor or Professional:
- Pass the RI Essential course offered by the PRI Academy.
- Be an active RIA Member.
- Must agree with the Statement of Purpose of the RIA, and be in good standing with any regulatory bodies you are part of.
- After certification, you are required to complete annual updates to ensure your expertise is current.
RI Essentials is eligible for 10 CFA CE credits, 10 Advocis CE credits, 10 IIROC CE credits, and 10 FPSC CE credits.
Cost of Certification
The RI Essentials course is currently priced at £600 GBP, and RIA Members receive a 20% discount (CAD pricing available soon). Since you are required to be an RIA Member to qualify for certification, we recommend that you become an RIA Member before enrolling in the course so you receive the 20% discount. RIA Membership is $ 350 annually for advisors and other individuals. Learn more about RIA Membership here.
If, however, you are an advisor or staff member of an RIA Associate or Sustaining Member company, then the annual $ 350 membership fee is waived for you (as long as your company remains an RIA Member). See our list of Associate and Sustaining Members here.
Annual updates will be minimal or no cost.
If you have questions about certification, please contact Dustyn Lanz, Director, Member Relations and Communications: firstname.lastname@example.orgDownload Certification Brochure (PDF) RI Essentials and PRI Academy Webpage Application for Certification
About the RI Essentials course
RI Essentials is a 12 – 15 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.