Responsible Investment Specialist (RIS)

Become an RI Specialist!

The Responsible Investment Specialist (RIS) designation is suitable for mutual fund-licensed investment advisors and investment specialists. The RIS program provides learners with practical knowledge of Canada’s RI marketplace. It equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian retail clients, and the tools to offer advice about retail RI products in Canada.

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Required Courses

To earn an RIS designation you must complete the Canadian RI Fundamentals Course with a score of 75% or higher.

You must also:

  • Agree with the Statement of Purpose of the RIA, and be in good standing with any regulatory bodies you are part of
  • Pay annual administrative fee of $75.00 (Individual RIA Members are exempt from administrative fee)
  • Complete 6 hours of continuing education (CE) activities on a biennial basis to ensure your expertise is current.

The Canadian RI Fundamentals course is CAD $450, and RIA Members receive a discounted rate of $350. Group discounts are available.

RIS recipients must also pay a $75.00 administrative fee (Individual RIA Members are exempt from administrative fee).

Group Rates

Group rates are available. Please contact

Take Course

Once you have successfully completed the Canadian RI Fundamentals Course, fill out the application form and send it to

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