Matthew W. Wagner, Director of Institutional Relationships at United Church Funds (UCF), has earned the Accredited Investment Fiduciary Analyst (AIFA) designation from the Center for Fiduciary Studies, the standards-setting body for Fi360.
UCF President and Chief Executive Officer, the Rev. Dr. Charles Buck, notes: “Over Matt’s nearly seven years with UCF, he has demonstrated a proven ability to not only educate our clients on prudent investment strategies but also on the importance of fiduciary responsibilities for Investment Stewards. Our clients will continue to benefit from UCF’s expertise and our role as a trusted investment partner, and this additional training will only serve to bolster our organization’s ability to provide the comprehensive services our clients require.”
The AIFA designation signifies one’s ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive closed-book examination under the supervision of a proctor and an agreement to abide by the 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 AIFA designation.
United Church Funds (UCF) is the trusted investment partner of over 1,100 local churches, judicatories, seminaries, ministries and human service organizations and manages approximately $825 million in assets under care using socially responsible and values-aligned investment strategies. We invite you to learn more about the comprehensive investment management, endowment governance and planned giving services offered by UCF at www.ucfunds.org.
Fi360, based in Pittsburgh, PA., is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIFA designation as well as the Accredited Investment Fiduciary (AIF) and Professional Plan Consultant (PPC) designations.