We passed! We are AIF Certified!

Our SmartVestor Pro team from Premier Investments of Iowa has just completed the highly regarded “Accredited Investment Fiduciary Certification” in Denver, Colorado.  Damon Walker, Joel Hanson and Jane Schlegel have been taking the online course for the past 2 months completing 25 hours of training that then concluded May 18th in Denver with a one-day, live instructor-led class.  We each then took the 90-minute exam and I am happy to report that we were 3 for 3 and all passed the exam.

The Accredited Investment Fiduciary® (AIF®) Designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360’s Prudent Practices for investment advisors and stewards.

We then attended the “Retirement Plan Summit” that Cambridge is sponsored in Denver. With the newly released Department of Labor Fiduciary Services Rule released April 6, 2016 the regulatory environment has experienced change. Part of the new rule goes into effect April 10, 2017 and the remaining regulation will be enforced January 1, 2018.   The Retirement Plan Summit is focused on helping advisors make sense of the new regulatory environment will mean to our clients and business practices.   Our broker dealer, Cambridge Investment Research continues to lead the way and be very proactive with the new regulation.

Industry experts, including legal representatives provided their insight and ignite discussion and networking beyond this event.   We enjoyed interacting with them and hearing about what we can do to help our business and ultimately the clients we serve.   This was an outstanding experience to take advantage of the opportunity to network with our peers and all of the Cambridge leadership attending the event.

Our commitment to excellence continues to drive us to remain on the forefront of new regulation and innovative solutions to passionately help our clients build wealth and protect their assets from the unknown future in this ever changing world.

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