Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. www.Fi360.com
PORTLAND, OR, February 13, 2020 /24-7PressRelease/ — Paul Wedin of Sloy, Dahl & Holst has been awarded the Accredited Investment Fiduciary® (AIF®) Designation through the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. 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 these studies, and agreement to abide by the Center’s 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.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation.
Wedin, a resident of Portland, Oregon has focused his career on the Qualified Plan industry. In his current role as Sloy, Dahl & Holst’s Director of Participant Education, he works directly with plan participants to help them achieve financial freedom. He knows that it is crucial for individuals to invest properly and he finds great satisfaction in helping others achieve their financial goals. Sloy, Dahl & Holst prides itself on excellent client service, and Paul is committed to making sure that every Qualified Plan managed by Sloy, Dahl & Holst receives the highest standard of care.
About Sloy, Dahl & Holst
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm specializing in Retirement Services and dedicated to their clients’ financial achievement. As a boutique investment house, they have the distinction of being one of the first fee-only firms in Oregon. More information on the company’s background, services and achievements is available at:
Fi360, a Broadridge company, is a fiduciary education, training and technology company, helping 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®. www.Fi360.com
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