The Principals of EFA have received certification as Accredited Investment Fiduciary's by the Center for Fiduciary Studies. The Accredited Investment Fiduciary® (AIF®)designation represents a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence. The Standard of Excellence is based on the fiduciary practices developed by the Foundation for Fiduciary Studies. AIF® designees have received comprehensive instruction on the Practices and the legal and best practice framework they are built upon.
Expertise in this area is critical in today's fiduciary landscape. All investment industry scandals have one common thread: A fiduciary parlayed their position of trust for personal profits. “Breach of fiduciary responsibility” is the leading cause for arbitration against brokers, and the leading cause for civil and regulatory suits against RIAs. Investment fiduciaries are constantly exposed to legal and practical scrutiny - it comes from multiple directions and for various reasons. The AIF® training and designation help mitigate this liability by instructing in practices that cover pertinent legislation and best practices. For this reason the AIF was named one of the ten most wanted in the investment industry by Financial Planning magazine.
Please visit www.fi360.com for more information as well as proof of certification.