CICChartered Investment Counselor
- Credentials (Letters): CIC
- Credentials (Full Name): Chartered Investment Counselor
- Type of Knowledge: Portfolio management
- Sponsor for Credential: Investment Adviser Association
- Sponsor/Credential Website: https://www.investmentadviser.org/resources/professional-designations/cic-designation
Program Information
- Prerequisites: Employed by an IAA member firm, 5 years significant experience, and hold a CFA designation
- Curriculum: Investment counseling, portfolio management, fiduciary responsibilities, ethics
- Type of Study: Self Study - Online
- Estimated Completion Time: Unknown
- Examination Requirements: Proctored exam
- Continuing Education Requirements: Annual certification of employment by an IAA member firm and no disciplinary proceedings arising from professional conduct.
Investor Functions
- Advisor Look-Up: None
- Investor Education: Yes
- Telephone: 202-293-4222
- Email: iaaservices@investmentadviser.org
- Additional Comments: Current SEC registration, endorsed by the IAA's standards of practice