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Press release:

3ethos Releases New Fiduciary Designation

Issued by: 3ethos

Date: Sept. 19, 2011

MYSTIC, CT ----Don Trone, CEO/Chief Ethos Officer of 3ethos, announced today the launch of the new fiduciary designation, GFS™ (Global Fiduciary Strategist). GFS represents the next generation of fiduciary training developed by Trone.

"The requirements for the new GFS™ designation will be much more rigorous than any other fiduciary designation, and will be based on an academic certificate awarded by one of the leading graduate schools in the world. The identification of the academic institution will be announced shortly," reported Trone.

The training for the GFS™ designation will include both core courses and electives, with electives being drawn from the following practice areas: wealth management, retirement planning, financial planning, health care and special needs planning, insurance planning, and trusteeship (working with foundations and endowments). Professionals will have a choice of completing the coursework online, or at one of the designated campuses. Organizations also can request custom training at sites designated by the organization.

The new fiduciary curriculum is focused on both the role and function of the fiduciary, and how a fiduciary standard should be manifested through an advisor's leadership behaviors and decision-making process. "We're taking a holistic approach to the subject of fiduciary responsibility, and not merely limiting the training to a summary of what is required by law and regulations. The objective of the training is to prepare industry leaders to serve more effectively as stewards in critical decision-making roles," said Trone.

About 3ethos

3ethos was founded in 2008 by Don Trone to prepare industry leaders to serve more effectively as fiduciaries and stewards in critical decision-making roles. Don has more than twenty-five years of fiduciary training experience, and is regarded as one of the industry's foremost experts on the subject. In 2007, Don took an eighteen-month "sabbatical" to head the newly established Institute for Leadership at the U.S. Coast Guard Academy, and in 2009 he became one of the co-founders of the Swiss-based Institute for Wealth Management Standards.

Don has written twelve books on the subject of fiduciary responsibility; his latest, Freedom from Wealth (McGraw Hill), was coauthored with Charles Lowenhaupt. Don has served on the U.S. Department of Labor's ERISA Advisory Council, and has testified on the subject of fiduciary responsibility before the U.S. Senate Finance Committee.

View More Press Releases by 3ethos


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