careertech-banking-financial-meeting-analysts.jpg
SUBSCRIBE

In the News

Daniel Sparta Earns Accredited Investment Fiduciary Designation From Fi360

Posted by Axial Financial Group

 

AIF_type

Burlington, MA - Burlington, MA – August 1, 2018 – Daniel Sparta CFP®, Wealth Management Consultant for Axial Financial Group 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. Sync-028-rev-8x10

Sparta, a resident of Lexington, Massachusetts works for both divisions of the Axial Company, splitting his time servicing their corporate 401k accounts and his individual wealth management clients. In addition to his AIF® designation, he is also a Certified Financial Planner, CFP®, and currently holds Series 7, and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network. 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 Axial Financial Group Axial Financial Group has been providing individuals and organizations with financial guidance since 2006. Located at 5 Burlington Woods, Suite 102, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.Axialco.com. A Member of Axial Financial Network, LLC Axial Financial Group, and Commonwealth Financial Network are Separate and Unrelated Entities. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Fixed Insurance products and services offered through Axial Financial Group. Lean more at axialco.com or call 1-781-273-1400.

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® (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, via Twitter or on LinkedIn. About Commonwealth Financial Network Founded in 1979,

Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.