The Benefits Of Working With An AIF® Designee

Not all financial planners are the same, including when it comes to providing fiduciary services. There are advisors who can consistently operate in a fiduciary capacity, others who only act as a fiduciary when providing certain services, and some who are not allowed to take on fiduciary obligations at all. When you work with an Accredited Investment Fiduciary® (AIF®) designee, you can be certain that you are working with an advisor who has the necessary training to follow the standard fiduciary process. Our team at Covenant Wealth Strategies operates in the fiduciary capacity at all times to work in the best interests of our clients.

AIF® designees have been certified specifically to follow a fiduciary process with their clients’ best interests at heart. Designees must provide documented industry and educational experience to qualify for the designation, as well as complete AIF® training covering Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. After passing the necessary examination, designees showcase their professionalism by committing to follow the AIF® Code of Ethics and Conduct Standards and completing the continuing education requirements to maintain their designation.

How an AIF® Designee Can Help You

An AIF® designee can provide you an array of specialized services. For instance, they can:

  • Create and maintain a comprehensive investment plan, strategy or policy statement documenting the processes and procedures used to manage your plan and portfolio.
  • Analyze and optimize asset allocation strategies and investment menus.
  • Apply objective standards for evaluating and recommending appropriate investment options and products.
  • Evaluate your current fiduciary practices and recommend actions to help mitigate compliance and mitigate risks.

Education and professional development are top priorities among team members at Covenant Wealth Strategies. With over 12 different designations on our team, we are proud to share that we have 3 AIF® designees. As a team, we collectively work together to empower our clients so that they can be in a position to make well-informed and educated financial decisions. 

Please contact our office if you are interested in learning more about how we can serve your financial well-being.