Branch Manager with Raymond James Financial Services awarded AIF®

(MELBOURNE, FL)  February 18, 2019 –  Ken Whittaker, of Whittaker Cooper Financial Group, has been awarded the Accredited Investment Ficuciary® (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. Whittaker, a resident of Melbourne, Florida is the president of Whittaker Cooper Financial Group, a professional practice, where advisors provide financial planning services for clients in Brevard County and Central Florida.  They are located at 1692 West Hibiscus Boulevard in Melbourne, 32901. For more information, call 321-723-3352 or visit the website at http://raymondjames.com/whittakercooper/.

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Ken Whittaker head shot 2

PHOTO  Ken Whittaker, of Whittaker Cooper Financial Group, has earned the AIF® designation from the Center for Fiduciary Studies (photo courtesy of whittaker cooper financial group)

 

ABOUT WHITTAKER COOPER FINANCIAL GROUP –

The Whittaker Cooper Financial Group Inc. is a professional practice, where advisors provide financial planning services for clients in Brevard County and Central Florida.  Begun in 1985, Whittaker Cooper Financial Group is headquartered at 1692 West Hibiscus Boulevard in Melbourne, 32901. Financial Advisors include Kenneth Whittaker, CPA/PFS, CFP®, CLU, ChFC and I. Wayne Cooper, CPA.  Whittaker Cooper Financial Group maintains a satellite  office inside of One Senior Place in Viera, located at 8085 Spyglass Hill Road, 32940. For more information on Whittaker Cooper Financial Group, call 321-723-3352 or visit the website at http://raymondjames.com/whittakercooper/.

Whittaker Cooper Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  Raymond James is not affiliated with One Senior Place, the Center for Fiduciary Studies or Fi360.

 

ABOUT Fi360–

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1990, 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.