Charlotte, NC (August 2, 2021) – Nathan Weir, of Capitol Financial Solutions 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. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.
Weir, a resident of Charlotte, North Carolina, joined Capitol Financial Solutions in 2019 and serves his clients from all walks of life and backgrounds. Clients range from families to individuals and business professionals, business owners and their employees, to various medical professionals as well as college and university professors, faculty, and staff members. While serving all clients with his values at the forefront, along with his strong work ethic, one thing that fuels Nathan’s passion is the belief that receiving help from a Financial Planner should never be viewed as a burden or a problem. In reality, when done correctly it is a blessing and a solution.
Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.
Weir can be reached at 704.643.0136 and his office is located at 13777 Ballantyne Corporate Place, Suite 550, Charlotte NC, 28277. Learn more at www.capfscharlotte.com
About Capitol Financial Solutions
Capitol Financial Solutions has a team of over 60 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors. For more information, please visit www.capfs.com.
About fi360
1Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.