A New Designation: What Kathy's Training Means for You

Have you noticed the new mark behind Kathy’s name?

Kathy successfully earned her Accredited Investment Fiduciary® (AIF®) designation in 2017.

At the end of last year, Kathy attended an invitation-only conference offered by Cetera Financial Group. Drawing financial professionals from across the nation, Wealth Management University involved a highly intensive training program as well as an opportunity for professional engagement.

In order to earn the esteemed AIF® designation, Kathy successfully completed a specialized program on investment fiduciary standards of care. She subsequently passed a comprehensive examination.

WHAT IS A FIDUCIARY?
An investment fiduciary is a financial professional who has responsibility for managing the assets of another person. A fiduciary is bound ethically to act in the other party’s best interest in a nature of trust and confidence.

A PROACTIVE APPROACH:
By earning her AIF® designation, Kathy is taking a proactive approach to the new fiduciary standard as set forth by the Department of Labor (DOL) Fiduciary Rule.

Scheduled for full implementation on July 1, 2019, the DOL Fiduciary Rule is an effort to provide additional protection for investors. If you would like more in-depth information on the rule, click HERE.

WHAT DOES IT MEAN TO YOU?
Through successful completion of the fiduciary training, Kathy gained a deeper understanding of pertinent legislation and current best practices for servicing retirement accounts. The AIF® program further reinforced her dedication to putting clients’ best interests above her own.

As an independent, non-proprietary agent, Kathy has no affiliation to specific investment companies. Her independence allows Kathy to provide more, unbiased investment options centered around YOUR needs. As always, Kathy strives to offer a personalized, holistic approach to your investment needs.

Kathy has already integrated components of the training into her practice. She will continue to offer dedicated service and will strive to further advance your financial goals.

Your Nithman Financial Group team is eager to continue working closely with you to help guide your way to a meaningful and purpose-driven financial future.

MORE:
For more about the Accredited Investment Fiduciary® designation, click the following links:

fi360 WEBSITE

AIF® CODE OF ETHICS