GCW Senior Financial Advisor Earns National Accreditation

    

    

We are proud to announce that GCW Senior Financial Advisor, Peter Campo, has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360.

Fi360 is a fiduciary education, training and technology company whose AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures according to a defined standard of expertise.

Achieving the AIF Designation requires completion of a rigorous training program and a comprehensive, closed-book final examination under the supervision of a proctor.

Additionally, all accredited must agree to abide by the Center’s Code of Ethics and Conduct Standards and continue the education and adherence to the Code of Ethics and Conduct Standards required to maintain the AIF designation.

The AIF training provides a comprehensive understanding of fiduciary governance practices around employer-sponsored retirement plans, trusts, endowments, and foundations and we are pleased that Peter has achieved this high level of financial proficiency and proud that he can now share that knowledge base with our clients.