Certifications & Licenses
The ChFC® designation is held by approximately 40,000 financial advisors (so approximately 19.8% of licensed advisors). The program and designation were created by the American College of Financial Services in 1982. It requires the same core curriculum needed for the CFP® plus additional coursework that further hones an applicant’s skills as a professional wealth manager.
To become a ChFC® a candidate needs to pass a total of eight courses covering all facets of financial planning. In addition, they need to have worked full-time for three of the last five years in a related field. An undergraduate or graduate degree from an accredited institution counts toward one year of business experience.
A ChFC® primarily works in the financial services and insurance industries, providing financial planning advice covering topics including income tax, retirement, risk management, estate planning and investments.
ChFC® charterholders are held to a fiduciary standard, which means they are bound by law to consider the best financial interests of their clients when pursuing any investment decision. The certification requires 30 hours of continuing education every two years, including an ethics course.
Any third party logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Fiduciary Edge Advisors LLC is stated or implied. Designations and certifications do not guarantee future results.
AIF ® - Accredited Investment Fiduciary ® Investment Fiduciaries are constantly exposed to legal and practical scrutiny. This can arise for various reasons and from multiple facets the role of advisor. We live in litigious times and without proper procedures and processes in place when in a position of trust, of which a fiduciary is in, we can put ourselves at risk. Although some allegations may be justified, many can be avoided by having a clear knowledge of who constitutes a fiduciary and what is required of one.
The AIF® training and designation offered through fi360 helps mitigate this liability by instructing in practices that cover pertinent legislation and best practices. The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
AIF ® designees are required to complete six hours of continuing education annually and to attest to the code of ethics: fi360 AIF® Code of Ethics. I recognize that this Code of Ethics, and its principles and obligations, are in addition to those set forth by any other Code that governs my professional and ethical conduct.
Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. You should only work with trusted and experienced professionals to include a financial advisor and an attorney with broad general practice and knowledge of estate planning. Maintain an ongoing relationship with a planner that you trust, someone that will ensure that your plans are fully funded and kept up to date. Clients are urged to check the credentials of individuals that they are working with and the Certified Estate Planner ™ or Master Certified Estate Planner ™ is a legal, financial or tax profession who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP).
Di Vincenzo completed six courses and earned this certification in partnership with the Strome College of Business at Old Dominion University and the Certified Financial Planner Board of Standards, Inc.
Series 7 General Securities License
Series 24 Securities Principal
Series 31 Managed Futures
Series 53 Municipal Securities Principal
Series 63 Uniform Securities Agent
Series 65 Uniform Investment Adviser Law Examination
Life, Health and Annuities Insurance License
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