Broker Check

 

 
6800 College Boulevard
Suite 630 
Overland Park, KS 66211

 913.890.8767

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12340 El Camino Real
Suite 300
San Diego, CA 92130

858.230.8440 

Accredited Investment Fiduciary

 

 The Value of Working with an AIF® or an AIFA® Designee


Overview
- A “fiduciary” is someone who stands in a special relationship of trust and confidence. A fiduciary is obligated to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, some fiduciaries may not be aware of their duties and responsibilities.

- AIF and AIFA Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice. An AIFA Designee has received the same training on a fiduciary standard, complemented by training on ISO-like assessment procedures to assess whether other fiduciaries conform to the standard of excellence.

- Don’t risk going at it alone, AIF and AIFA Designees have the training necessary to help you ensure that an investment process is managed to an appropriate fiduciary standard of care.

Training
- AIF and AIFA Designees have successfully completed a specialized program on investment fiduciary standards of care. Fi360 Training began in 1999 to provide the investment industry with the first full-time training and research organization focused exclusively on investment fiduciary responsibility and portfolio management. The Practices and handbooks described below form the basis of the classroom instruction.

- Designees are required to complete a rigorous training program, successfully pass an examination, conform to a code of ethics, and adhere to continuing education requirements on a yearly basis. These requirements seek to ensure Designees are familiar with the prudent process developed by fi360, as well as kept up to date with recent industry events affecting fiduciaries.

Prudent Process for Investment Fiduciaries
- An investment fiduciary fits into one of three groups: Investment Stewards, Investment Advisors, and Investment Managers. Each has a unique function in the investment process. The Prudent Practices for Investment Fiduciaries handbook series details Practices based on legislation, case law, regulatory opinion letters, and best practices that form a prudent investment process for each group of fiduciaries, respectively. The Practices make good investment sense.

More Information
For more information on the AIF and AIFA designations or to identify and contact a Designee, please visit fi360’s Website at www.fi360.com.