Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Thursday, January 27th, 2022
Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary (AIF) instruction to Cannon effective January 2022. The plan includes live instruction via Cannon Subject Matter Experts through both an in-person learning experience as well as virtual instruction.
Cannon Financial Institute Executive Chairman of the Board Phil Buchanan had this to say of the alliance, "While our firms have worked in complementary ways over the past twenty years, this educational alliance, focused predominately on the personal trust and wealth management arena, demonstrates our joint commitment to elevating industry professionalism and capabilities. Trust and Fiduciary Wealth Management clients expect their needs to be the main priority for their advisors. The Accredited Investment Fiduciary® Designation helps advisors demonstrate that perspective both in actions and results."
"Cannon is a known leader in advisor education. By adding the AIF® Training curriculum, their advisor network has an opportunity to differentiate by demonstrating adherence to educational, conduct, and ethical standards that puts their clients' best interests first," said John Faustino, Head of Broadridge's fiduciary certification and training solutions. "I look forward to working with Cannon on our shared mission of equipping advisors with relevant knowledge that will help them create better investor outcomes and grow their business."