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The Accredited Investment Fiduciary™ was started in the early 2000s to provide a mark of the highest standard of ethical conduct by investment professionals. This new program that has attracted a great deal of attention in the wake of investment scandals that surfaced during the financial crisis. The AIF®™ designates that a financial professional has made an extra commitment to working with clients in a fiduciary way and is deserving of their trust.
To become an AIF®™ designee, a candidate must complete intensive coursework from financial professionals and attorneys about how to manage clients’ investments prudently. The courses focus on how an advisor must always consider his or her clients’ interests as the first priority.
The AIF® code of ethics is extensive, and it includes the following commitments:
The AIF®™ is administered by fi360, an independent company that provides education and software tools for monitoring investments financial advisors. fi360’s books and training courses are recognized for promoting best practices by financial planners and investment advisors, such as developing detailed Investment Policy Statements that are presented to clients prior to a planning engagement.
Contact Ivy League Financial Advisors founder Christopher Brown, CFP®, AIF®™ at any time to learn more about why he is an Accredited Investment Fiduciary™.
Welcome to Ivy League's New Website
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