President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination to earn the prestigious AIF®, Accredited Investment Fiduciary designation. This makes John-Mark Young one of the few Dave Ramsey and Ramsey Solutions Smartvestor Pros that also holds the AIF® designation and operates his practice under the Fiduciary standards.
One of our core values is integrity. We quote Philippians 2:3-4 when thinking about this core value which says, "Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of others" We think part of this verse means we should treat others as we would want to be treated, which in financial planning and investment management, means you're operating in a fiduciary mindset and worldview.
According to fi360's website, The Accredited Investment Fiduciary Designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential, which include
Complete the AIF® training (picture shown above).
Pass the AIF® examination.
Meet the experience requirements.
Satisfy the Code of Ethics and Conduct Standards.
Submit an Application to be reviewed by the fi360 staff.
Fi360 further notes that this designation helps 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. This designation is accredited by the American National Standards Insitute (ANSI) and that means this designation is part of an elite group of accredited designations recognized by FINRA.
To search Financial Advisors that have earned this designation, you can look here.
John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
August 12, 2023
Whitaker Myers
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