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Chartered Investment Counselor (CIC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investment Advisor Association
Qualification and Educational Requirements

Candidate must meet all of the following requirements:

  • Be employed by a member firm of the IAA in an eligible occupational position for at least one year;
  • Have a minimum of five cumulative year's work experience in one or more eligible occupational positions;
  • Spend more than 50 percent of time in a position involving a combination of investment counseling and portfolio management activities;
  • Submit letter of reference from the chief executive officer, managing principal or the candidate’s senior supervisor, and three additional letters of recommendation; and
  • Hold the Chartered Financial Analyst designation
Education Requirements


Examination Type


Continuing Education Requirements

Annual certification of employment by an IAA member firm and no disciplinary proceedings arising from professional conduct.

Verification and Complaints
Check Designation Status Online


Investor Complaint Process


Published List of Disciplined Designees