Insights from the experts in investment fiduciary responsibility.

Fi360 Declares March 23 National Fiduciary Day

Posted by Fi360 on February 09, 2017

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Fi360 Declares March 23 National Fiduciary Day

2017 will mark two significant milestones in Fi360’s history of certifying advisors. We are on the precipice of having 10,000 people who actively hold one of our professional designations (AIF, AIFA, and PPC). And in October, it will be the 15th anniversary of our very first designation training program.

That’s a remarkable climb from where we first started, when few understood what it means to be a fiduciary and fewer still were taking the necessary steps to act like one.  

It is with that history in mind that we introduce National Fiduciary Day on March 23. For the first time ever we will host simultaneous AIF training courses in New York, Chicago and San Francisco.

The purpose of the event is to bring attention to the thousands of professionals across the country who have taken the initiative to learn more about the fiduciary process, how it is applied to the benefit of the investors they serve, and who have promised to uphold the standard that our designations signify.

Even with the current uncertainty over the future of the DOL fiduciary rule and financial regulation, the tide has clearly turned to an era where investors expect the advice they receive to be conflict-free and in their best interests. Fees must be clear and reasonable for the level of service being provide. And the decision-making process must be defined and documented. No one is more prepared to deliver that standard of care than those who hold a designation with Fi360.

For 15 years, Fi360’s AIF, AIFA and PPC designees have been acting at that level of care because those are core tenets of the methodology instructed in Fi360’s training courses and foundational to the conduct standard required for all designees. And over the next 15 years and beyond, Fi360 designees will continue to be regarded as leaders in the fiduciary movement.

So please consider joining us on National Fiduciary Day. There is no better time than now to take that next step and become an AIF designee.

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