Rochester, NY — April 30, 2018 —Charles Privitera of Westminster Consulting, a leading fiduciary governance and investment advisory firm, has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for Fi360. 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.
Charles is a Senior Consultant at Westminster Consulting. Charles’ client relationship responsibilities are primarily in the Metro New York and Mid-Atlantic regions. He assists his clients with the design, implementation, and investment monitoring of their retirement plans.
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. AIF® Designees are the recognized professionals trained to perform fiduciary duties in the best interest of their client.
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ABOUT WESTMINSTER CONSULTING
Westminster Consulting is a leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries. For more information on Westminster Consulting you can visit our website at www.westminster-consulting.com.
Fi360 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 www.fi360.com.