RCB’s Grant Goering earns Accredited Investment Fiduciary Designation, Achieves high score on AIF® exam
published on 07/08/2014
The Center of Fiduciary Studies™ awarded Grant Goering, of Ponca City, the Accredited Investment Fiduciary® (AIF®) Designation. Goering is the Investment and Research Assistant for RCB Bank Trust.
“Not only did Grant pass the exam, but in 2012, the highest score was a 92%. Grant beat that handily!” said Travis Colson, RCB Bank SVP Trust Officer and Goering’s supervisor. “We’re so proud of him. This continues to demonstrate RCB Bank Trust’s commitment to provide our customers with top-notch fiduciary services delivered by quality, dedicated, expert staff.”
Goering specializes in investment research and technology and acts as the primary trader for RCB Bank Trust. He also works alongside Simon Mascarenhas in the portfolio management process for the department.
The AIF® designation is on the list of the ten most wanted expert designations for planners/advisors, according to Financial-Planning.com. AIF® is the mark of commitment to a standard of fiduciary excellence.
“Earning the AIF® designation has been a goal of mine for some time now,” said Goering. “It is an honor to be a part of a global network of financial professionals who value integrity, responsibility and education, which are qualities that are important to me personally. I am excited to implement the knowledge I have acquired through the AIF® Designation Training for the benefit of our clients. I plan to keep learning and perfecting my skills as an investment fiduciary.”
Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care and must pass a comprehensive examination. The designation represents a thorough knowledge of and ability to apply fiduciary practices. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
RCB Bank Trust offers professional and confidential trust and asset management services designed to provide you with peace of mind, time to pursue your other interests, and maximum tax savings and estate settlement advantages. Founded in 1936, RCB Bank is the 6th largest Oklahoma-owned community bank with assets totaling $2.4 billion and 40 convenient locations in Oklahoma and Kansas. RCB Bank is committed to serving its communities with conservative banking practices and progressive banking products. For additional information, visit www.RCBBank.com, or call 855-BANK-RCB. Connect with us on Facebook. Member FDIC.
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.