Bradford Creger earned the AIFA® designation in November 2004. The Accredited Investment Fiduciary Analyst™ (AIFA®) designation was created in 1999 and is awarded by The Center for Fiduciary Studies. A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. AIFA® Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.
Those who earn the AIFA® designation, the next level of fiduciary expertise, successfully completed a specialized program after earning the AIF® designation. The AIFA® designation represents a thorough knowledge of and ability to apply the fiduciary Practices. AIFA® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. AIFA® designees are qualified to conduct independent CEFEX fiduciary reviews for nonprofit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals.
The above description was taken from www.fi360.com and/or Investopedia. Please feel free to click the links, download the Benefits of Choosing an AIFA® brochure and/or the AIFA® Guide for Investors and Investment Stewards bulletin to find out more about the advantages of working with an AIFA® Designee.
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