Victory News

 

 

 

 

 

 

MARY MOOSE 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®

 

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