“It’s very important to me to be always learning and staying on top of current trends and topics within the realm of the financial planning industry,” says Leading Retirement Solutions President Kirsten Curry. “I strongly believe that learning can and should continue, even after school. This applies especially to entrepreneurs and industry leaders.” This commitment to lifelong learning comes in many forms. One of the most recent examples is Curry’s obtainment of the AIF Designation, which is a branch of fi360, a global fiduciary insights company. This unique designation arms leaders with the ability to implement the prudent investment processes for investment advisors, stewards, and managers, perform fiduciary assessments, and advise clients of deficiencies in investment processes.
After completing over 20 hours of online paperwork, designees must attend a 3-day instructor-led seminar. Upon completion of the seminar, they are given the exam. Leading Retirement Solutions is proud to announce that Curry has completed the AIF training and has obtained her designation. This is an important step for Curry in terms of being an industry leader, because AIF directly aligns with the trade confirmations and contributions that we process for our clients.
Visit Leading Retirement Solution’s website to learn more about Kirsten Curry and her company’s services.