Tagged: Fiduciary

Accredited Investment Fiduciary: An Overview By Norman Nabhan

The Accredited Investment Fiduciary distinction carries great weight in the financial industry. Referred to as AIF, the purpose of the designation is to train investment fiduciaries in the best practices and teach proper legislation procedures.

Investment fiduciaries come under constant examination because they work with finances and assets. By equipping themselves with the industry’s best practices and knowledge of legislation, AIF certification decreases the likelihood that investors might inadvertently make errors that could attract legal ramifications. AIF certification encompasses learning how to properly determine compensation for their services, respect the boundaries of their knowledge, and avoid exploiting relationships.

Investors who hold AIF distinction are expected to serve as an example of proper ethics to members of their community. They accomplish this objective by demonstrating responsible use of materials and information and striving to practice their craft in ways that serve their profession and their peers.

About the Author

Norman Nabhan’s career in financial services dates back to 1973, when he began his career as an account executive. He earned the designation of Certified Investment Management Analyst (CIMA) awarded by the Investment Management Consultants Association in conjunction with the Wharton School of Business and received his AIF certification from the Center for Fiduciary Studies.