—AIF®, AIFA® and PPC® designees account for nearly half of this
a provider of fiduciary-related education, designations, training and
tools, is pleased to announce that 45 percent of the National
Association of Plan Advisors’ (NAPA) 2016 Top Women Advisors are active
Fi360 designees, and 53 percent have received training from the firm.
Fi360 is the credentialing body for the Accredited Investment Fiduciary®
(AIF®), the Accredited Investment Fiduciary Analyst® (AIFA®) and the
Professional Plan Consultant® (PPC®) designations, and offers a suite of
services to help financial professionals adhere to fiduciary best
practices — their newest additions are the Fiduciary
Focus ToolkitTM and Fiduciary
Essentials® for Advisors.
“We’re thrilled to be associated with so many of the advisors on this
elite list. Whether our training and designations helped them achieve
this recognition or not, the fact that so many have decided to leverage
our firm for fiduciary training makes us proud,” notes John Faustino,
Chief Product and Strategy Officer at Fi360.
Megan Warzinski, AIF®, Relationship Manager with HB Retirement in
Pittsburgh and a 2016 NAPA Top Women Advisor, adds, “For plan sponsors,
I believe that this designation clearly identifies the responsibility
associated with being an investment fiduciary. It portrays credibility
and further illustrates the value of having an expert acting in this
capacity, particularly given the shift in the industry toward a
fiduciary standard prompted by the DOL rule. It is a critical
designation for our team members, and vital to my role as a relationship
list highlights female advisors making noteworthy contributions to
the retirement industry, demonstrating professional excellence. The
winners were selected from nearly 500 nominations.
helps financial intermediaries use prudent fiduciary practices to
profitably gather, grow and protect investors’ assets. Since 1999, the
firm has provided financial professionals with the education,
designations, training and tools necessary to act as a fiduciary in
their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the
home of the Accredited Investment Fiduciary® (AIF®) designation, the
Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also
the parent company of Ann Schleck & Co. and CEFEX. Learn more at www.Fi360.com,
or on LinkedIn.
Gregory FCA for Fi360