HAGATNA, Guam—Daniel A. Roland, CIMA, AIFA, managing director and senior institutional consultant of the Asia Pacific Group of Raymond James on Guam has obtained the Chartered SRI Counselor professional designation. The CSRIC program was developed in collaboration with industry-group leader U.S. SIF. It provides investment professionals with information pertaining to the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments.
The CSRIC professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible, and impact investing. This designation is the first major financial credential dedicated specifically to sustainable investing.
This course was developed by the College for Financial Planning in partnership with U.S. SIF: The Forum for Sustainable and Responsible Investment—the leading voice advancing sustainable investing across all asset classes in the United States.
“I am committed to providing guidance tailored to my clients throughout our region, and to the unique environment in which we live.” said Daniel. “Aligning client values with their investments and being able to bring an increased focus on sustainable investing continues to be more important than ever, especially in this part of the world being greatly impacted by the effects of climate change. Earning this designation further reflects that commitment. It enhances my ability to provide holistic, comprehensive and personalized strategies that help my clients be good stewards of their money as well as the environment.”
Daniel serves on the Raymond James Sustainable Investing Advisory Council, composed of a select group of 16 financial advisors across the firm’s affiliation models. Established in 2018, the council’s mission is to continue to enhance the firm’s sustainable investing capabilities and resources made available to the firm’s approximately 8,200 advisors and their clients.
Raymond James & Associates, Inc. is a member of the New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, and is a wholly owned subsidiary of Raymond James Financial, Inc., a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.1 trillion. Additional information is available at www.raymondjames.com.
The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides graduate degree, non-degree and continuing professional education programs for students. It was founded in 1972 and is now part of Kaplan Financial. (PR)