Accredited Investment Fiduciary®
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.
Steve Small has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. 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 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.
Accredited Asset Management Specialist®
Turn to a professional on asset management for your investment advice—an Accredited Asset Management SpecialistSM or AAMS® designee. AAMS® designees have a broad knowledge of asset management. They can effectively identify, analyze, and recommend strategies that are appropriate for your diverse needs.
Steve Small obtained the AAMS® designation through the College for Financial Planning. He was required to complete a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Wealth Management Certified Professional®
The WMCP (Wealth Management Certified Professional) designation is a prestigious credential for financial advisors, emphasizing comprehensive wealth management strategies. Earning the WMCP involves rigorous coursework and exams focused on investment strategies, tax-efficient investing, retirement planning, and holistic financial planning. This designation is awarded by The American College of Financial Services, reflecting a deep commitment to professional excellence and ongoing education in the field of wealth management.
Clients working with a WMCP-certified advisor benefit from a more tailored and sophisticated approach to managing their wealth. Advisors with this designation are equipped with advanced knowledge and skills to develop strategic financial plans that align with clients’ long-term goals. Jordan Braun obtained the WMCP® designation through the American College. He can provide expert guidance on complex financial matters, ensuring that clients’ investments are optimized for growth and tax efficiency. This high level of expertise fosters confidence and trust, as clients know they are receiving advice from a well-qualified and continuously educated professional.