William Smith Earns Accredited Investment Fiduciary Designation from the Ctr for Fiduciary Studies

RALEIGH, N.C. - Feb. 10, 2015 - PRLog -- Raleigh, NC (February 16, 2015) –William D. Smith, RICP®, LUTCP, CLTC, of Capitol Financial Solutions has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), 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 Code of Ethics.  On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.

Smith, a resident of Raleigh, North Carolina, is a Team Leader and Financial Advisor with Capitol Financial Solutions.  He specializes in retirement planning, wealth management, pension analysis, and survivor benefits strategies.  Will also recently passed the FINRA Series 24 exam to serve as a General Securities Principal.  This allows him to serve as a principal in the firm and appropriately supervise his advisory team in Raleigh.  “We are very excited right now and have a lot for which to be grateful.  I’m thrilled that both of these accomplishments continue to further our goal of serving as the top financial services team in the area."

Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.

Smith can be reached at 919.719.3839 and his office is located at 8816 Six Forks Road, Suite 301, Raleigh NC, 27615. Learn more at www.williamdsmith.net

About Capitol Financial Solutions

Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors.  For more information, please visit www.capfs.com.

About fi360

Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations (http://www.fi360.com/main/center_studies_designations.jsp).  For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.

Registered Representative/Securities and investment advisory services offered through Signator Investors, Inc., Member FINRA, SIPC, a registered investment adviser.  Capitol Financial Solutions is an independent firm affiliated with John Hancock Financial Network. 8816 Six Forks Road, Suite 301, Raleigh, NC 27615. 919.546.0400. 201-20150209-218060

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Chessie Ralston
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