Nancy L. Scott Earns Accredited Investment Fiduciary Designation from Fi360
Worcester, Massachusetts (April 3, 2018) – Nancy L. Scott of Bartholomew & Company, a premier financial services firm with offices in Worcester and Chatham, Massachusetts, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, 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 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.
Scott, a resident of Chatham, MA, holds FINRA Series 7 and 66 securities registrations as a registered representative of Commonwealth Financial Network®. As a Retirement Income Certified Professional® designee, Nancy assists clients in creating effective retirement income plans by determining savings requirements and calculating retirement projections to meet future needs. Using various scenarios, she helps clients to plan for unforeseen circumstances, minimize tax consequences, and consider social security claiming effects when creating their retirement income strategy. In addition, Nancy is a licensed life, health, and variable insurance agent.
Fi360, based in Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. 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 Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, and 75 Hitching Post Road, Chatham, MA 02633, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Fi360, a fiduciary education, training and technology company, helps 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®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.