Chartered Investment Counselor (CIC)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investment Advisor Association
Qualification and Educational Requirements
Prerequisites 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 None
Examination Type None
Continuing Education Requirements Annual certification of employment by an IAA member firm and no disciplinary proceedings arising from professional conduct.
Verification, Complaints and Accreditation
Check Professional Status Online None
Investor Complaint Process None
Published List of Disciplined Designees None
Accredited By None