A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and recommendations must align with your specific objectives, timeframe, and risk tolerance.
Only advisors who have earned the AIF® designation are formally recognized by the Center for Fiduciary Studies for demonstrating a full understanding of how to implement those processes to help individuals and families achieve their investment goals in a responsible and accountable manner. AIF® Designees are committed to using the knowledge and resources they have gained through their training to:
To maintain the Designation, AIF® Designees must:
Recognize and formally affirm the principles and obligations stated in the Designee Code of Ethics, which governs their professional and ethical conduct.
fi360 is the leading fiduciary training and resources organization in the U.S. The instructors, writers, technologists, and other professionals who comprise fi360 share a common commitment to spread the knowledge and application of the Prudent Practices for Investment Fiduciaries among brokers, investment advisors, financial planners, and other investment professionals in the U.S. and abroad. Fi360’s curriculum designers develop the AIF® and other fiduciary training programs, which are delivered to thousands of investment professionals, advisors and stewards every year. Fi360 also develops sophisticated fiduciary management software tools for investment professionals that make it possible to easily and effectively manage and document a prudent investment process. In addition to fiduciary training and practice management software, fi360 offers a host of fiduciary resources including a blog, webinars, annual conference, and public advocacy for laws that promote greater transparency and accountabili in the investment industry. Copyright © fi360
