Retirement Planners and Investment Advisors
Private Wealth Managers and Partners
Certifications
Accredited Investment Fiduciary (AIF®)
What is an accredited investment fiduciary?
Accredited Investment Fiduciary® (AIF) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
Chartered Retirement Planning Counselor (CRPC®)
The designation is awarded by the College for Financial Planning.
The study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.
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