Broker Check

WHAT MAKES FINANCIAL PROFESSIONALS WITH THE ACCREDITED INVESTMENT FIDUCIARY® (AIF® ) DIFFERENT?

Experience. Designees are required to provide documented industry and educational experience to qualify for the designation.

Education. Designees must complete the Accredited Investment Fiduciary® (AIF®) Designation Training, which covers the Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients.

Examination. Designees must pass an examination to prove comprehension of the Prudent Practices® and ability to act in the best interest of clients.

Ethics. Designees adhere to a Code of Ethics and Conduct Standards that show a commitment to a higher degree of industry professionalism.

Continuing Education. Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.

AIF® DESIGNEES HAVE THE KNOWLEDGE AND RESOURCES TO HELP CLIENTS WITH:

• Creating and maintaining a comprehensive investment plan, strategy or policy statement that documents the processes and procedures that will be used to manage the plan/portfolio.

• Creating and maintaining a comprehensive investment plan, strategy or policy statement that documents the processes and procedures that will be used to manage the plan/portfolio.

• Analyzing and optimizing asset allocation strategies and investment menus.

• Applying objective standards for evaluating and recommending appropriate investment options and products.

• Monitoring and reporting plan/portfolio performance.

• Evaluating a client’s current fiduciary practices and recommending actions to help mitigate compliance and litigation risks.

• Understanding their important fiduciary roles, responsibilities and obligations with more confidence.