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A Fiduciary Moniker?
[By Dr. David Edward Marcinko MBA CMP®]
Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny — it comes from multiple directions and for various reasons.
And, it is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase.
Although some of these allegations may be justified, many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one.
AIF® Designation Training
The AIF Designation Training and designation help mitigate this liability by instructing in practices that cover pertinent legislation and best practices. The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
And, did you know that all Certified Medical Planners® are fiduciaries for their clients? http://www.CertifiedMedicalPlanner.org
Assessment
So all FAs, feel free to check em’ out at: http://www.fi360.com/
More:
Conclusion
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Filed under: CMP Program, Ethics, Investing | Tagged: AIF® Designation, CMP™ Course, fiduciary, prudent man rule, suitability rule | Leave a comment »
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