Benjamin Wuerffel Earns Accredited Investment Fiduciary Designation

Capital Analysts of Jacksonville, Florida, Inc. is proud to announce that Ben Wuerffel, after completing a rigorous training process, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™

Online PR News – 09-December-2013Benjamin Wuerffel Earns Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies

Jacksonville, FL (December 2, 2013) – Jacksonville financial planning firm Capital Analysts of Jacksonville, Florida, Inc. is proud to announce that Ben Wuerffel, after completing a rigorous training process, 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 a specialized knowledge of fiduciary responsibility as well as the ability to implement policies and procedures that meet a defined standard of care. Furthermore, Designees are required to complete continuing education to maintain the AIF Designation.

Wuerffel is a Financial Advisor with Capital Analysts of Jacksonville and works alongside business owners and professionals, retired individuals and others focused on attaining financial freedom.

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.

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. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Capital Analysts of Jacksonville, Florida, Inc. and the above firms are independent non-affiliated entities.

If you would like more information please contact Elaine Hall at 904.730.7433 and ehall@capanjax.com or visit http://www.capanjax.com.

Press release prepared by Madelaine Davis of NextStep Marketing, LLC. For more information please send emails to: mdavis@nx-step.com.

Capital Analysts of Jacksonville

Our firm is dedicated to leading clients into a secure financial future with a purpose and a plan. Capital Analysts of Jacksonville, Florida, Inc. is a fee-based financial plan consulting, wealth management and employee benefits firm. The firm’s professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals.

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