David Breckenridge

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CFP®

The Certified Financial Planner® (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board).

 

AIF®

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices taught through fi360’s AIF® training programs.

 

ChFC®

The Chartered Financial Consultant® (ChFC®) credential has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning.

Personal Development