Socially Responsible Investing (SRI) Certification

What Does That Mean?

Certification means our investment professionals have expert knowledge of socially responsible investments and can help investors understand how sustainable investing can fit in with their existing portfolio.

The Ethical Funds Company® offers the Socially Responsible Investing (SRI) Certification Program for investment professionals to develop and enhance their fundamental knowledge, passion and skills for selling socially responsible investments.

Learning objectives include:

  • Develop and enhance knowledge of and appreciation for socially responsible investing
  • Explain the relevance of socially responsible investing
  • Demonstrate best practices in selling socially responsible investments.

Affinity Credit Union is proud to have many Investment professionals that are SRI Certified. These people can help you determine which SRI options are right for you.

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member Canadian Investor Protection Fund.

®The Ethical Funds Company is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence

Call us today at: 1.866.8MEMBER (863.6237) or email: questions@affinitycu.ca

© Copyright 2008 Affinity Credit Union. All rights reserved.

Last Updated: February 6th, 2012