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Released 1/2021

The International Association of Registered Financial Consultants (IARFC) elected Mary Garlock to serve on their Board of Trustees.  For the next 2 years, she will fulfill the duties of this role including attending Board Meetings, serving on one or two of the committees that work with local Universities to facilitate their participation in the National Financial Plan Competition, presenting and promoting advanced education to elevate careers and ringing the bell about the industry that she loves so much.  Mary says, "This opportunity allows me to give a little something back to a field that has been a constant source of joy in my life."  



MARY GARLOCK EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION FROM Fi360


 


GLADSTONE, OR May 9, 2018 – Mary Moose Garlock of Victory Financial Planning has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, 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 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.


Garlock, a resident Milwaukie, OR is also a Financial Planner and RFC® (Registered Financial Consultant). Garlock has spent the last 20 years helping her clients prepare for and enjoy fulfilling retirements. Before re-establishing her private Financial Planning practice in November of 2017, Garlock was the Financial Advisor chosen to launch Providence Federal Credit Union's Investment Program.



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.


About Fi360 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®