A CRI Charter holder or CRI Associate is a fiduciary participant in the real estate investment decision making and / or implementation process who has passed both Associate & Charter exams(Charter holder), or just the Associate exam (CRI Associate), who agrees to comply with the continuing requirements of a Charter holder, CRI Associate, and continues to be a Member of the CRI Society in good standing.
A fiduciary participant is a service professional who:
- maintains knowledge of and complies with all applicable laws, rules, regulations, standards of conduct and statutes;
- deals fairly in any market or marketplace;
- uses relevant competence and independent, objective judgment;
- preserves the confidentiality of client materials and nonpublic information;
- discloses fully to a customer and to a client any material conflict of interest;
- acts as a prudent expert in the best interests of a client; and
- has a reasonable basis and supporting documentation for a recommendation in a research report and financial analysis
The CRI Society awards a CRI Charter holder or CRI Associate a limited, revocable right to use the CRI Charter or CRI Associate designation.
About the CRI Society
The CRI Society is a tax-exempt, independent and transparent section 501 (c) 6 association of service professionals founded in 1999 that helps ensure the safety of the public and other stakeholders by supervising its real estate certification, the CRI Charter, and its professional designation, the CRI Associate.
The mission of the CRI Society is to recognize ethics-based competency in the global real estate industry for the benefit of the public through the award of a limited, revocable right to hold its CRI Charter or CRI Associate designation.
The function of the CRI Charter and CRI Associate designation is to certify the competency and ethical conduct evidenced by a fiduciary participant in the real estate investment and / or portfolio decision-making and / or implementation processes.
More detailed information regarding the CRI Society can be found in the Associate and Charter Candidate Guides.