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Fi360 Designees Make a Presence on NAPA’s 2016 Top Women Advisors List

AIF®, AIFA® and PPC® designees account for nearly half of this year’s ranking 

Fi360, a provider of fiduciary-related education, designations, training and tools, is pleased to announce that 45 percent of the National Association of Plan Advisors’ (NAPA) 2016 Top Women Advisors are active Fi360 designees, and 53 percent have received training from the firm.

Fi360 is the credentialing body for the Accredited Investment Fiduciary® (AIF®), the Accredited Investment Fiduciary Analyst® (AIFA®) and the Professional Plan Consultant® (PPC®) designations, and offers a suite of services to help financial professionals adhere to fiduciary best practices — their newest additions are the Fiduciary Focus ToolkitTM and Fiduciary Essentials® for Advisors.

“We’re thrilled to be associated with so many of the advisors on this elite list. Whether our training and designations helped them achieve this recognition or not, the fact that so many have decided to leverage our firm for fiduciary training makes us proud,” notes John Faustino, Chief Product and Strategy Officer at Fi360.

Megan Warzinski, AIF®, Relationship Manager with HB Retirement in Pittsburgh and a 2016 NAPA Top Women Advisor, adds, “For plan sponsors, I believe that this designation clearly identifies the responsibility associated with being an investment fiduciary. It portrays credibility and further illustrates the value of having an expert acting in this capacity, particularly given the shift in the industry toward a fiduciary standard prompted by the DOL rule. It is a critical designation for our team members, and vital to my role as a relationship manager.”

The list highlights female advisors making noteworthy contributions to the retirement industry, demonstrating professional excellence. The winners were selected from nearly 500 nominations.

Fi360 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 education, designations, training and 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 Ann Schleck & Co. and CEFEX.