CONNECT

Address:

8044 Montgomery Road, Suite 515
Cincinnati, OH 45236

Phone:

(513) 794-0305 or (877) 858-8881

Fax/Other:

(513) 794-0201

Kaplan, Litwin, Kaplan & Associates Additional Designations

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.

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