Some of our advisors have achieved the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies® (the Center), the standards-setting body for fi360, the leading fiduciary training and resources organization in the U.S..
Since 1999, the Center for Fiduciary Studies® has served as the standards-setting body of fi360, the investment industry’s leading source of insights, education, and advocacy on all aspects of fiduciary responsibility. The Center’s team of subject matter experts includes experienced investment professionals, attorneys, technologists, and educators, all of whom share a commitment to promoting the widespread adoption of the fiduciary standard and helping investment professionals deliver the highest level of service to their clients.
The Center has leveraged its extensive knowledge of state and federal fiduciary regulations and its research into the processes employed by successful investment professionals to create the Prudent Practices for Investment Fiduciaries. Published in separate handbooks for investment advisors, investment managers and investment stewards, the Practices provide guidance on all aspects of investment management, including asset allocation, fund evaluation and selection, performance monitoring, reporting, governance and compliance.
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 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.
Savage & Associates congratulates our advisors that have earned this important designation.