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Featuring Sean Cooper Endeavor Retirement

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Endeavor Retirement Chief Strategy Officer, Sean Cooper, recently received the Accredited Investment Fiduciary® (AIF®), designation.  The designation is offered by Fi360, a Broadridge Company. According to Fi360:

  • 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.
  • AIF® designees demonstrate they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
The designation process includes meeting certain professional threshold requirements, a training component, and a minimum score on a written exam. The course instructor was Keith “Sunny” Loveland, who was fabulous. To learn more about the AIF® Designation, check out Fi360’s site here.