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Fiduciary Consulting for Defined Contribution Plans

Available from Wealthcare Financial Group, Inc.

An Accredited Investment Fiduciary Analyst (AIFA®) practitioner provides the accurate assessment of an investment fiduciary organization to determine if their practice conforms to a Global Fiduciary Standard of Excellence; and whether the organization has satisfied the Forty Six Practices Practice requirements for receiving the Center for Fiduciary Excellence (CEFEX) Certification.

While all financial advisors have fiduciary responsibility, only those who have earned the AIFA®Designation are formally recognized by the Center for Fiduciary Studies for demonstrating a full understanding of how to implement the practices and processes to help clients with investment fiduciary & consulting needs, fulfill their fiduciary obligations.

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