An active RF^TM certification indicates that the holder is trained to comply with the regulatory requirements of acting as a fiduciary under current and proposed laws. The RF^TM certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.

Authority to Issue RF^TM Certification

DALBAR, Inc. has created and acts as registrar for the Registered Fiduciary and RF^TM certification. As registrar, DALBAR certifies and authorizes the use of these certifications. RF^TM is a trademark of DALBAR.

Authority to act as registrar is granted by the Fiduciary Standards Board. The Fiduciary Standards Board is a non-for-profit (501(c)(3)) organization established in September of 2000 to develop and advance standards of care for investment fiduciaries, which includes trustees, investment committee members, brokers, bankers, investment advisers, money managers, etc. The Fiduciary Standards Board is independent of any ties to the investment community and therefore positioned to be a crucible for advancing fiduciary standards throughout the industry to the public.