Harrison Costin of Cypress Capital 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.
Costin, a resident of Tallahassee, Florida is a Wealth Manager for Cypress Capital in Tallahassee. Harrison specializes in working with families & professionals who are interested in establishing & monitoring a financial plan in place for major life events, such as retirement or the purchase of property. He also works with young professionals who are interested in achieving specific goals while developing in their careers.
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.
At Cypress Capital, our mission is simple: Empowering you to feel emotionally, mentally and physically stronger because you have sound knowledge of your financial situation and can properly plan for all of life’s tomorrows. We take the time to learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
We understand today’s financial environment. We understand that individuals and business owners face unique challenges as they prepare for retirement; and we can help take the mystery out of preparing for today and tomorrow.
Whether you are investing to build wealth, grow your business, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
About Fi360
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 www.Fi360.com, via Twitter or on LinkedIn
