Contributed by: Timothy Wyman, CFP®, JD
Professionalism is a core value for us at The Center. For our clients’ benefit, our team continues to improve their skills, knowledge, and certifications. In that spirit, we are proud to share that Angela Palacios, CFP® and Director of Investments, has recently been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. 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 final examination, and an 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.
Fiduciary standards and placing client interests first have been in the mainstream media lately as a result of recent Department of Labor regulations; however, these are not new concepts to us and how we serve clients. At The Center, we strive to truly serve our client’s best interests in planning and investment advice and have always held ourselves to a higher fiduciary standard of care. We understand that your trust in us is grounded in this commitment! Certifications, like the AIF designation, provide third-party confirmation that we are doing just that. Please join us in congratulating Angela on earning this designation!
Timothy Wyman, CFP®, JD is the Managing Partner and Financial Planner at Center for Financial Planning, Inc.® and is a contributor to national media and publications such as Forbes and The Wall Street Journal and has appeared on Good Morning America Weekend Edition and WDIV Channel 4. A leader in his profession, Tim served on the National Board of Directors for the 28,000 member Financial Planning Association™ (FPA®), mentored many CFP® practitioners and is a frequent speaker to organizations and businesses on various financial planning topics.
About fi360: Based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) and Professional Plan Consultant™ (PPC™) designations.