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Designations

AIF®

The AIF® training and designation helps mitigate the liability associated with increasing legal and practical scrutiny by instructing in practices that cover pertinent legislation and best practices. The Accredited Investment Fiduciary® designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360's AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. 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.


CFA®

A Chartered Financial Analyst® is the highest designation attainable in investment management and can be reasonably compared to a doctorate degree. It demands dedication and a commitment to the industry. Candidates must meet professional requirements and complete a rigorous program taking on average 4 years and over 900 study hours to complete. Fewer than 20% of candidates who begin the program receive their charter. Charter holders must adhere to the CFA® Institute Code of Ethics and Standards of Professional Conduct.

The beginning of the CFA® Institute and the creation of the curriculum and exam were started by the notable Benjamin Graham, an idolized professor at Colombia Business School aptly nicknamed the "Dean of Wall Street". He taught Warren Buffet, who later worked for Graham and sites him as one of the most influential people in his life.  



CFP®

Certified Financial Planners™®  including ours, Sally Cholewka, master a curriculum of over 100 topics on financial planning. Certificants are required to pass a comprehensive exam and complete a financial plan capstone course. Candidates must also demonstrate experience in the field prior to certification, pass a character assessment and maintain a fiduciary standard of ethics and professional responsibility. 


CFS®

Certified Fund Specialists® must meet course requirements where candidates develop strong working knowledge of mutual funds, ETF, and REITs, closed-end funds and similar investments, advanced fund analysis and selection, and asset allocation and portfolio construction. Candidates also master sophisticated investment strategies for risk management, taxes, and estate planning.


ChFC®

Chartered Financial Consultants® designees complete eight college level courses on a vast span of financial topics including financial planning and a large focus on the practical application of planning duties and responsibilities. They are required to have a minimum of three years experience in the financial industry, successfully complete all courses and exams, and comply with the American College Code of Ethics and Procedures for professional standards. 


CLU®

Chartered Life Underwriters® specialize in life insurance and estate planning. Candidates are required to complete eight courses and successfully pass eight exams. CLUs® have specialized skills that aid clients in mitigating liability and protecting assets through effective estate planning and insurance. They can help enhance estate value and identify and offset life, health, and personal property and liability risks. 


JD

Professional Doctorate of Law degree and requires extensive study hours to complete. Dan Hollander is a member of the State Bar of Michigan. Candidates are required to pass the bar examination and multiple tests on professional ethics and responsibility. They must also pass a character and fitness review before en statement and take an oath committing to the preservation and support of state and federal laws and professional and ethical standards. 


Affiliations

LPL Financial®

LPL Financial is the largest independent broker-dealer in the United States*. Publically traded under LPLA, the firm's mission is rooted in the belief that objective financial guidance is a fundamental need everyone shares. LPL does not develop its own investment products or engage in investment banking activities, enabling their investment professionals to offer independent financial advice free from outside influence. 

America Group®

America Group & HoLo have maintained a relationship since 1995. With over 70 financial professionals, America Group supports a broad network of professional, independent advisors and financial institutions throughout the United States and is committed to providing operational, strategic, financial, and professional resources for the benefit of our clients.

The Physician Alliance®

One of Michigan's leading physician organizations and an affiliate partner of HoLo. The Physician Alliance facilitates physicians' lead role in the healthcare environment, assisting members and their practices in achieving clinical excellence. They provide ongoing support, exemplary service, and innovative solutions for operational and financial success in the ever-changing healthcare market.  

The Physician Alliance and LPL Financial are separate entities. 

*As reported by Financial Planning Magazine, June 1996-2018, based on total revenue. 

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