The benefits of working with an AIF® designee

Not all financial planners are the same, including when it comes to providing fiduciary services. There are advisors who can consistently operate in a fiduciary capacity, others who only act as a fiduciary when providing certain services, and some who are not allowed to take on fiduciary obligations at all. When you work with an Accredited Investment Fiduciary® (AIF®) designee, however, you can be certain that you are working with an advisor who has the necessary training to follow the standard fiduciary process.

AIF® designees have been certified specifically to follow a fiduciary process with their clients’ best interests at heart. Designees must provide documented industry and educational experience to qualify for the designation, as well as complete AIF® training covering Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. After passing the necessary examination, designees showcase their professionalism by committing to follow the AIF® Code of Ethics and Conduct Standards and completing the continuing education requirements to maintain their designation.

How an AIF® designee can help you

An AIF® designee can provide you an array of specialized services. For instance, they can:

  • Create and maintain a comprehensive investment plan, strategy or policy statement documenting the processes and procedures used to manage your plan and portfolio.
  • Analyze and optimize asset allocation strategies and investment menus.
  • Apply objective standards for evaluating and recommending appropriate investment options and products.
  • Evaluate your current fiduciary practices and recommend actions to help mitigate compliance and mitigate risks.

To find out more about the AIF® requirements, visit https://www.finra.org/investors/professional-designations/aif.

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