Scottsdale, Arizona, January 15, 2017, Trevor Wilde of Wilde Wealth Management Group, has renewed his Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), 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, closed-book final examination under the supervision of a proctor, and 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.
Trevor Wilde, a resident of Scottsdale, AZ, is the Managing Director for Wilde Wealth Management Group in Scottsdale. Wilde Wealth Management Group specializes in professional advice in all financial affairs including investing, retirement, estate planning, and insurance. The personal service given to each of their clients by providing customer service and attention is hard to find elsewhere. Trevor offers Securities and Advisory Services through Cetera Advisors LLC, member FINRA, SIPC. Cetera is separate from any other named entity.
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. AIFA designation holders are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters. PPC designation holders possess an ability to employ best practices that help plan sponsors run successful and compliant practices. The PPC designation is awarded to those who complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.
fi360 helps its clients gather, grow, and protect assets through better investment and decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® training programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Our vision is to be the leading provider of services that raise the level of professionalism in investment management.
With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Wilde Wealth Management Group, Inc. is not affiliated with Cetera Advisors LLC.
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