Certifications


Advisor Certification: Which is Right for You? 

Dalbar Advisor Certification lets prospects know that you can be trusted, gives you the tools you need to Stand Out, and gives you proof that: · Your clients who know you trust you · You deliver the returns your clients expect · Your clients appreciate your expertise · Your clients appreciate the quality of service you provide· You have the background and experience to be worthy of their trust · You have the knowledge base necessary to handle their assets in a tumultuous environment

Verified Expert (VE™)

Constructed specifically for the TRUSTIVO platform, the Verified Expert™ lets clients know that your background has been independently verified and that you are certified to educate clients on post retirement strategies.
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Registered Fiduciary (RF™)

The Registered Fiduciary™ certification identifies financial professionals who have met the necessary requirements to serve in the important new role of Fiduciary Adviser. RF™ certified professionals are identified as having met the highest fiduciary standard in the financial industry. The RF™ certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.
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Registered Manager (RM™)

Independently verified investment manager, certified to take full responsibility for investment portfolios. The Registered Manager™ Certification provides a powerful combination of sales tool and compliance disclosures to satisfy the requirements of ERISA section 3(38). Certification enables investment managers to use client testimonials to advertise and attract new assets.
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DALBAR Training and Education

DALBAR works closely with our Qualified Training Organization (QTO) partners – leaders in the field of fiduciary education – to ensure that you have access to the best training and education available.In addition, DALBAR certified advisers have access to tools and resources designed to help position your business to remain successful with current and prospective clients in a rapidly changing regulatory environment.



Why Dalbar?

Dalbar, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, Dalbar has earned recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. Dalbar awards are recognized as marks of excellence in the financial community.


To learn more about all things Dalbar, please visit our website at www.dalbar.com


 

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