Consulting group

Partners & Staff Credentials:

  • Accredited Investment Fiduciary Analyst (AIFA)
  • Master of Business Administration (MBA)
  • Chartered Retirement Plans Specialist (CRPS)
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Investment Fiduciary (AIF)
  • Certified Retirement Services Professional (CRSP)
  • PLANSPONSOR Retirement Professional (PRP)
  • Professional Plan Consultant (PPC)
  • Registered Fiduciary (RF)
  • Global Fiduciary Strategist (GFS)
  • Certified Plan Fiduciary Adviser (CPFA)
  • Certified Behavioral Finance Analyst (CBFA)

FCG staff qualifications include the following:

  • 165+ years of experience in the financial services industry
  • Coach / Educator / Trainer for professional advisers
  • Consultant to broker/dealers, RIAs, industry vendors & service providers
  • Certification Analyst for the Centre for Fiduciary Excellence – Toronto, Canada
  • Qualified Training Specialist for DALBAR’s Registered Fiduciary Designation – Boston, MA 
  • Industry leading provider of outsourced 3(16) fiduciary management services
  • Staff expertise in bank trust operations, plan administration and operational compliance
  • CEFEX certified for 3(16) Plan Administrator and 402 Named Fiduciary responsible roles

Firm Qualifications & Credentials