Albert Lea, MN – Jon Murray of ISC Financial Advisors, a retirement plan consulting firm, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360.
The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
Murray, a resident of Albert Lea is a Retirement Plan Consultant and Private Wealth Manager for ISC Financial Advisors. Murray specializes in Retirement Plan Consulting for small to mid-sized companies across the United States.
Fi360, based in Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF® designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) designations.
ISC Financial Advisors is a fifty plus year old independent firm that manages over 800M in assets for its clients.
With offices in Edina, Mn, Albert Lea, MN and Hudson, WI we have been serving the community offering retirement plan consulting services for over thirty years.
ISC Financial Advisors is known for its low cost and comprehensive fiduciary advice it provides it’s clients.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com.