Albany Financial Group
80 Wolf Road
In 2017, John was awarded the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies, the standards-setting body for Fi360, a Broadridge Company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center's Code of Ethics and Conduct of Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations
Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. Here are some attributes that make AIF® Designees different from other advisors or financial professionals:
Some advisors always operate in a fiduciary capacity, others only act as a fiduciary for certain specified services, and yet others are not permitted by their company to take on the obligations of a fiduciary at any time. Use the following points to better understand the standard of care your advisor is providing you.
An advisor should be able to provide clear and concise answers to all of these questions and be willing to disclose that information in writing. In addition, any AIF® Designee should be able to describe how their relationship with you will operate and list the resources and tools that are incorporated into their business practices.
To see if your advisor is an AIF® Designee, visit: www.fi360.com/designeesearch
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