Check Our Credentials

Registered Financial Consultants

There are over 80 designations conferred by universities, organizations and associations.  Some are indicative of having passed a few educational courses, others require little more than payment of an annual fee.  But most of the designations are designed to demonstrate an intellectual achievement and ongoing professional competence.

The International Association of Registered Financial Consultants is a non-profit professional organization that confers several designations, including that of Registered Financial Consultant - RFC.  Those eligible for the RFC designation must pass seven criteria:

  • Education - courses thoroughly covering 6 major areas of personal finance
  • Examination - one or more examinations to test knowledge acquisition
  • Ethics - an Ethics Code standard and history of ethical conduct
  • Experience - a minimum of four years of professional experience
  • Business Conduct - an unblemished record of legal business conduct
  • Registrations - appropriate securities, investments and advisor registations
  • Continuing Education - forty units of professional education yearly

The IARFC places much greater emphasis on Continuing Education because it believes the field of personal finance is so complex, and has so many changes taking place every year, that a person offering to deliver personal financial planning and advice must undergo a significant amount of Continuing Education each year. 

To learn more about the RFC designation and more important, to check out the credentials of any person you are considering for a financial advisor, simply go to their website: IARFC

Accredited Investment Fiduciary

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.

Visit their website: AIF