Dwayne Adams Receives AIF® Designation
Dayton, Ohio (PRWEB) March 26, 2015 -- Dwayne Adams, CFP®, RFC, of Adams Wealth Management Group has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360 1. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.
Adams, a resident of Centerville, OH is President and founder of Adams Wealth Management Group in Centerville. Adams has worked extensively in the field of financial management since 1994. According to Dwayne, “Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've always provided the most personal service available, thus building trusting relationships with our clients. We strive to help each of our clients pursue their financial goals. We specialize in working with retirees and their special needs such as tax planning, investment planning, retirement planning and innovative estate planning strategies.”
Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.
For more information on Dwayne Adams, located in Centerville, OH please call 866-513-2099 or visit http://www.adamswealth.com .
Contact Info:
Dwayne Adams, CFP®, RFC, AIF®
Phone: 866-513-2099
Email Address: dadams(at)adamswealth(dot)com
About fi360
1Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit http://www.fi360.com.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
Dwayne Adams, Adams Wealth Management Group, http://www.adamswealth.com, +1 (866) 513-2099, [email protected]
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