George Hoffman Earns Accredited Investment Fiduciary Designation
Wealth Management University presents a wide range of learning opportunities every year, and is designed to introduce advisors to new investment strategies, improve their comprehensive wealth management skills, and help them boost their advisory assets under management (“AUM”). The AIF Capstone training program, developed and administered by fi360, enables advisors to proactively approach the fiduciary standard by implementing prudent practices and developing a revamped process for serving clients. Following the training, participants sit for an exam that determines whether they receive the designation.
“The DOL rule issued in April is expected to expand the investment advice fiduciary definition. It is extremely important to engage in events like Wealth Management University to complete the required training, exchange ideas with other industry professionals and earn my AIF® designation,” said Hoffman. “I look forward to incorporating these ideas into my practice.”
In addition to Jeff Bush’s presentation titled “From the Hill to the Street: An Insiders Perspective,” the program offered additional insight from some of the industry’s leading experts, such as:
Hermening Financial Group has offices based in Eau Claire, Manitowoc, Stevens Point, Wausau and Wisconsin Rapids. The group’s independence allows it to offer an unbiased, objective approach to serving your investment needs. The firm offers comprehensive financial planning and investment services to a broad range of clients.
Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services, Inc. and Hermening Advisory Services LLC, both Registered Investment Advisers.
Hermening Advisory Services is not affiliated with First Allied Securities and/or First Allied Advisory Services.