David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
An Accredited Investment Fiduciary Analyst® (AIFA®) is a professional designation awarded by Fi360, a Broadridge Company, to individuals who have demonstrated expertise in assessing and implementing fiduciary policies and procedures. This credential signifies a deep understanding of fiduciary responsibility, enabling designees to evaluate and enhance the fiduciary practices of investment stewards, advisors, and managers. Understanding…
A Certified Fund Specialist® (CFS®) is a financial professional with specialized expertise in mutual funds and related investment vehicles. This designation, conferred by the Institute of Business & Finance (IBF), signifies proficiency in areas such as mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), closed-end funds, advanced fund analysis, asset allocation, portfolio construction,…
An Accredited Portfolio Management AdvisorSM (APMA®) is a financial professional who has completed specialized training in portfolio management, focusing on asset allocation, investment strategies, and risk management. This designation is conferred by the College for Financial Planning—a Kaplan Company—and signifies expertise in constructing and managing investment portfolios tailored to individual client needs. Understanding the APMA®…
The Chartered SRI Counselor™ (CSRIC®) designation is a professional credential tailored for financial advisors specializing in sustainable, responsible, and impact (SRI) investing. It signifies expertise in integrating environmental, social, and governance (ESG) factors into investment strategies, aligning clients’ portfolios with their ethical values while pursuing financial returns. Understanding the CSRIC® Designation Launched in 2018, the…
An Accredited Financial Counselor® (AFC®) is a financial professional certified to provide comprehensive guidance on personal finance matters, including budgeting, debt management, and financial goal setting. This designation is conferred by the Association for Financial Counseling & Planning Education® (AFCPE®), emphasizing a commitment to ethical standards and client-centered financial counseling. How Do Financial Advisors…
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