Designations
AIF®
The AIF® training and designation helps mitigate the liability associated with increasing legal and practical scrutiny by instructing in practices that cover pertinent legislation and best practices. The Accredited Investment Fiduciary® designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360’s AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
CFA®
A Chartered Financial Analyst® is the highest designation attainable in investment management and can be reasonably compared to a doctorate degree. It demands dedication and a commitment to the industry. Candidates must meet professional requirements and complete a rigorous program taking on average 4 years and over 900 study hours to complete. Fewer than 20% of candidates who begin the program receive their charter. Charter holders must adhere to the CFA® Institute Code of Ethics and Standards of Professional Conduct.
The beginning of the CFA® Institute and the creation of the curriculum and exam were started by the notable Benjamin Graham, an idolized professor at Colombia Business School aptly nicknamed the “Dean of Wall Street”. He taught Warren Buffet, who later worked for Graham and sites him as one of the most influential people in his life.
CFS®
Certified Fund Specialists® must meet course requirements where candidates develop strong working knowledge of mutual funds, ETF, and REITs, closed-end funds and similar investments, advanced fund analysis and selection, and asset allocation and portfolio construction. Candidates also master sophisticated investment strategies for risk management, taxes, and estate planning.
Partners
LPL Financial®
LPL Financial is the largest independent broker-dealer in the United States*. Publically traded under LPLA, the firm’s mission is rooted in the belief that objective financial guidance is a fundamental need everyone shares. LPL does not develop its own investment products or engage in investment banking activities, enabling their investment professionals to offer independent financial advice free from outside influence.
America Group®
America Group & HoLo have maintained a relationship since 1995. With over 70 financial professionals, America Group supports a broad network of professional, independent advisors and financial institutions throughout the United States and is committed to providing operational, strategic, financial, and professional resources for the benefit of our clients.
Contact our office for more information regarding Hollander Lone Maxbauer’s affiliations, designations and partnerships.
