Daniel Farid Yasharel, a Certified Financial Planner practitioner (CFP®) and a Behavioral Financial Advisor (BFA) has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies.
LOS ANGELES, CA, February 24, 2021 /Neptune100/ — Daniel Farid Yasharel, a Certified Financial Planner practitioner (CFP®) and a Behavioral Financial Advisor (BFA) has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. 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 Center’s 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.
Yasharel, is a Senior Partner for NWF Advisory Group in Los Angeles. Yasharel specializes in assisting his clients in the field of Behavioral Finance. By delivering on the value of behavioral finance and emotional competence, he distinguishes himself by doing more than just managing money, but by adding holistic value to his clients, by helping them make rational, values-based decisions with their money.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.
About NWF Advisory Group
NWF Advisory Group, LLC is a wealth management firm headquartered in Los Angeles, California with satellite offices statewide. NWF Advisory was founded in 1969 by a group of leading financial service professionals and offers securities through Royal Alliance Associates, Inc., part of one of the largest independent broker-dealer networks in the country.
NWF Advisory Group
11835 W. Olympic Blvd. Suite 1155E
Los Angeles, CA 90064
Securities, insurance, and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services, Inc., who is not affiliated with Royal Alliance. Additional insurance offered through New World Financial and Insurance Services, Inc. independent of Royal Alliance Associates, Inc.
Fi360, a Broadridge company, is a fiduciary education, training, and technology company, helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Learn more at http://www.Fi360.com, via Twitter or on LinkedIn.