Posted by Ryan Lynch on March 01, 2018
The second annual National Fiduciary Day celebration is fast-approaching and we want you to be a part of it.
Nearly one year ago, on March 23, 2017, 60 advisors from 13-states converged on three beloved U.S. cities to unpack the prudent investment practices required of millions of investment stewards and the financial professionals who serve them.
This is the story of the AIF® Designation training on the inaugural National Fiduciary Day.
New York City
The City That Never Sleeps kicked off the festivities with a jam-packed agenda led by Mario Giganti, president and CIO of Cornerstone Capital Advisors. Mario, having served as an adjunct instructor with Fi360 for nearly 15 years, relied on his deep-rooted experience as a fiduciary practitioner to engage his colleagues. Lectures were kept lively with anecdotes marrying concept and practical application that sparked vigorous dialogue. As a result, the attendees surveyed unanimously agreed that they would recommend the AIF® Training to others.
An hour removed from their counterparts in NYC, the Chicago constituents were finishing up a protein-packed breakfast to fuel up for an unforgettable class with the incomparable Keith Loveland. As an attorney, author, artist, teacher, expert witness, and compliance officer, Keith (he goes by Sunny) imparted well-hewn wisdom to a class hungry for knowledge that would keep them ahead of the DOL’s Fiduciary Rule. Such was his impact that in the exit-survey, one student dubbed him “…one of the finest instructors it has been my pleasure to observe.”
Not one to miss the party, San Francisco joined in the celebration of National Fiduciary Day as the morning fog lifted from the storied bay. There, Rich Lynch, a co-founder of Fi360, resounded the canon of fiduciary wisdom begun earlier that morning by Mario and Sunny. Nestled, perhaps metaphorically, just outside the Financial District, the relatively intimate class of Californians (and one Illinoisan) soaked up the fiduciary practices that were about to break through the regulatory flood gates (taking effect on June 9, 2017).
The Movement Grows
Due to popular demand, we have added Miami as a fourth location for National Fiduciary Day 2018. Learn and grow with us in a city convenient to you to join over 10,000 advisors who have earned the AIF® designation since 2002.
Secure your spot today before classes fill up, and download our course outline to get a peek at what you'll learn.
Happy National Fiduciary Day!