Get trained on SPI Online audit tools and standards

Looking to get familiar with the Universal Standards for Social and Environmental Performance Management and client protection? Want to build your assessment skills? Whether you’re a novice or an expert, you’ll find the training adapted to your needs.

Our online training pathways

Training modules will be available starting in the second quarter of 2023, in French, English, and Spanish. For organizations wishing to register 4 people or more, please contact Cerise+SPTF for a personalized offer:

Are you new to social and environmental performance management (SEPM) or client protection (CP)? Do you want to get familiar with SEPM and take a test run on SPI Online? Or are you looking to refresh your knowledge of the Cerise+SPTF standards and tools?

Starting in Q2 2023, sign up for our free e-learning modules, and learn at your own pace. Designed for learners who want get to know our standards and tools or update their knowledge, these modules are open to everyone.

Do you want to deepen your knowledge on social and environmental performance management (SEPM) or protect clients better? Are you looking to better understand the SEPM audit process and learn how to analyze results and dashboards? Or maybe you want to get trained to carry out quality SEPM  audits?

Benefit from supervision by qualified instructors and validate your learning with a training   certificate when you choose our in-depth training modules. You’ll join other learners for a set period. You’ll have the opportunity to ask questions in a dedicated forum and participate in live question-and-answer sessions with qualified instructors and the other learners.

These modules are designed for learners wishing to build skills to conduct or analyze SPI, CP or environmental audits: internal teams of financial institutions, consultants, investment managers, network teams, researchers, regulators.

Prerequisites: Validation of level 1 - Get Started modules

Do you want to be trained to support organizations in their SEPM audits? Do you need in-depth understanding of how to interpret audit findings so you can better support your network or make better funding decisions for social and environmental performance and client protection?  Sign up for our qualification process: become a SPI and/or CP qualified auditor and join the SEPM Professionals Network.

During the qualification process, you will receive individual coaching sessions and conduct a real field audit, with the support of qualified Cerise+SPTF instructors.

The qualification process is intended for consultants and impact and/or SEPM managers of national/international networks or investment funds. Access to this course is subject to a candidate selection process in which the candidate’s profile and work prospects for conducting audits will be evaluated.

Pre-requisites: validation of level 2 - Go Deeper and selection process approval

Learn more about qualified auditors and the SEPM Professionals Network

The training program will be available starting in the second quarter of 2023.

Personalized training

Cerise+SPTF also offers personalized training adapted to the specific needs of your team and sector, designing customized training programs on SEPM, client protection, environmental performance, and impact/results measurement.

Contact Cerise+SPTF for a personalized offer:

Interested in the qualified auditor process?

The qualification course will be available soon. Contact us on

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