Financial scams are reported nearly everyday. Due to this fact, investors have become wary. Investors are now gravitating toward advisors with the minimum designation of Accredited Investment Fiduciary or Accredited Investment Fiduciary Analyst. Financial advisors who are serious about their careers realize they need to have this classification attached to their names. This helps establish trust. Advisors who do not have the time to attend on-campus classes to obtain this title may find that enrolling in an Accredited Investment Fiduciary Web-based Program is the best way to go.
What Does the Accredited Investment Fiduciary Designation Entail?
Are you considering getting your Accredited Investment Fiduciary designation? Read on for more information.
Being designated as an Accredited Investment Fiduciary gives a person preferred recognition, including referrals, as opposed to those who do not have this designation. The designation says that an adviser is competent and practices the mandated fiduciary standards involved in the investment process. This title is something that is earned, not freely assigned after an individual's name.
The designation, or title, is obtained by completing a course geared toward creating and maintaining positive relationships with investors. The course includes a 90-minute test which requires a minimum passing score of 75%. An annual fee of $325 must be paid once the test has been passed. Additionally, the participant must swear under oath to abide by a strict code of ethics. In order to maintain the status, the title, education must be continued. This is essential as advisors are required to keep abreast of all changes and updates in the industry.
|Career Match: Connecting Who You Are with What You'll Love to Do|
For some, a job is just a way to pay the bills. For others -- those whose careers fit their passions and personalities -- it is a source of great satisfaction and success. Caree...
|Career Manual - Know Yourself: A Proven Formula to Discover the Work You Love|
Amazon Kindle Bestseller! Along the way, life gets in the way of our passions. We often give up on our passions in pursuit of a safe, comfortable life. The inherent problem with...
|Always Know What To Say - Easy Ways To Approach And Talk To Anyone|
Who is this book for?"Always Know What To Say" is for anyone who wants a straight to the point explanation of conversation skills fundamentals. I point out key distinctions you ...
What is an Accredited Investment Fiduciary Web-based Program?
An Accredited Investment Fiduciary Web-based Program is available for those who cannot attend physical classes. The web-based program tends to take slightly longer than traditional face-to-face courses yet is still very respectable. The program offered at http://www.abtrainingcenter.com charges a reasonable fee of $1,450.00 and includes all of the information needed to earn the highly respected designation. The required exam is available online as well, taking away the need to travel to a location that may be out of the way.
The Accredited Investment Fiduciary Web-based Program makes it much more convenient to attain the much sought-after designation title. Earning this designation is equivalent to having the words reputable and respected written after your name.
Some Info From FINRA
- Consider your financial objectives and understand what kind of financial services you need. There is a huge variation in the types of products and services investment professionals can offer. Some professionals will provide financial statement preparation, analysis, education planning, investment planning, tax & estate planning, retirement planning, as well as risk management services. Knowing exactly what you need will help you find the professional that suits you and also prevent you from paying for services you don't need.
- Ask for names of professionals from friends and other trusted sources. If you get a name of a professional from someone you aren't familiar with, make sure you ask for references and credentials.
- You should meet with a few different professionals. It helps to speak with them face-to-face in their offices. It helps to know about:
- Disciplinary history
- Professional designations
- Professional work history
- Investment experience
- Services they offer
- Registrations or licenses