Accredited Investment Fiduciary® (AIF®)
- Howard Kaplan possesses this designation
- The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the code of ethics. On an ongoing basis, designees are required to complete continuing education to maintain the AIF® designation.
Certified Investment Management Analyst® (CIMA®)
- Howard Kaplan holds the Certified Investment Management Analyst® (CIMA®) designation.
- The CIMA® designation identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, the Wharton School of the University of Pennsylvania, or the Yale School of Management. CIMA® professionals must pass a qualification exam and certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to IMCA's Code of Professional Responsibility.
​