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Scott M. Buttfield Designations

SCOTT M. BUTTFIELD’S DESIGNATIONS AND WHY THEY ARE IMPORTANT TO CLIENTS

While there are numerous designations associated with this profession, only a few are considered to be the most accepted and beneficial, depending upon what each client is looking for in an advisor.  Scott M. Buttfield specifically selected the following designations because they fully serve the clients with whom he works.

CERTIFIED FINANCIAL PLANNER

The CFP® designation is considered by many to be the most respected and sought-after designation in the financial planning profession. The Financial Planning Association promotes the CFP® mark as the cornerstone of the financial planning profession.

The CFP certification offers the public a consistent and credible symbol of professional competence in financial planning.

As a CFP®, Scott is bound by the guidelines promulgated by the Board of Certified Financial Planners.

These guidelines follow six general activities:

1 – Establishing the Client-Planner Relationship

2 – Gathering Client Data

3 – Analyzing and Evaluating Client Financial Status

4 – Developing and Presenting the Financial Plan

5 – Implementing the Financial Plan

6 – Monitoring the Financial Plan

In adhering to these guidelines as well as maintaining the license requirements and continuing education, clients are assured of receiving a Financial Plan that both addresses their financial concerns and also clearly outlines the path for fulfillment of their desires.  This is done in a comprehensive, detailed, thorough, and professional manner.

ACCREDITED INVESTMENT FIDUCIARY™ (AIF®)

The Accredited Investment Fiduciary™, awarded by the Center for Fiduciary Studies, offers clients the assurance that their investments will be managed prudently with a clear and documented process by someone who shares fiduciary responsibility.

Clients benefit from a Five Step Investment Process and Seven Uniform Fiduciary Standards of Care*.

With the Accredited Investment Fiduciary™ designation, Scott M. Buttfield’s clients benefit from an established and proven approach to investing, based on Modern Portfolio Theory (MPT), which meets the requirements of the Uniform Prudent Investor Act (UPIA).  In addition, all portfolios are comprised of Socially Responsible Investments (where available/practical). This not only satisfies the client’s social objectives, but also meets a Fiduciary Safeguard of the Seven Standards: “The IPS defines appropriately structured socially responsible investment strategies” (Source: Guide to Investment Fiduciary Practices, © 2000-2003, Foundation for Fiduciary Studies).

* Author: Donald Trone, AIF®, fi360