We are proud to announce Katie has earned the Accredited Investment Fiduciary® (AIF®) professional certification!  AIF® designees demonstrate 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.

The purpose of the AIF® Designation is to assure those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA. Way to go, Katie!

You can learn more here: https://www.fi360.com/what-we-do/learning-development/aif-training/aif-designation

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Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.

Start your journey