Registered Fiduciary


The Registered FiduciaryTM certification identifies financial professionals that have met the necessary requirements to serve in the important new role of Fiduciary Advisor. RFTM certified professionals are identified as having met the highest fiduciary standard in the financial industry. The RFTM certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.

A Registered FiduciaryTM must be qualified to perform the duties represented by his credentials. An RFTM has been found to have:

- passed all required examinations

- the necessary experience

- the required education

- met the regulatory requirements

An RFTM acts in the interests of clients with care, skill, prudence and diligence under the pre-vailing circumstances that a prudent expert acting in a capacity and familiar with such matters would act.