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MEMBER HIGHLIGHT - SER members Mary Kathryn Campion, Ph.D., CFA®, AIFA® and Keith (Sunny) Loveland, Juris Doctor, AIF®, AIFA® contributed on the fourth major revision of the "Prudent Practices for Investment Advisors". The handbook defines a global fiduciary standard of excellence for professionals who provide investment advice, including financial advisors, broker-consultants, trust officers, financial planners, and fiduciary advisors. It is developed and maintained by The Center for Fiduciary Studies, which is the standards-setting body for the Center for Fiduciary Excellence (CEFEX) and is supported by a team of experienced investment practitioners, attorneys, educators, and other professionals. The Center also confers two highly respected industry designations for investment professionals: Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®). Campion and Loveland are on the faculty of The Center for Fiduciary Studies, teaching the Accredited Investment Fiduciary course. You can download the manual here (you will need to register in order to login and download).

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