Jodi Davis of The Kelly Group was invited to give a presentation on “The Five Financial Mistakes Most People Make” to volunteers and staff of Upper Chesapeake Medical Center. Jodi also teaches a course on this and several other financial planning related topics at Harford Community College.
Charlie Wolpoff of The Kelly Group has been awarded the Accredited Investment Fiduciary ® (AIF®) designation from the Center for Fiduciary Studies ™ (the Center), 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 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.
Fi360, based near 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.