Accredited Investment Fiduciary® (AIF®) Training is focused on absorbing the Prudent Practices, their legal underpinnings and how to apply them within fiduciary policies and procedures. The course instructs investment fiduciaries on how to fulfill their duties to a fiduciary Standard of Care. The AIF Training program concludes with examination to earn the AIF designation.

Learning Objectives

Upon successful completion of the program, participants will be able to:

• Articulate the definition of a fiduciary and the circumstances that determine when fiduciary responsibility is assumed.
• Identify the legal and regulatory underpinnings of the Prudent Practices for Investment Stewards and Investment Advisors.
• Articulate the purpose and functions of a Fiduciary Standard for Investment Stewards and Investment Advisors.
• Recognize and understand the Prudent Practices for Investment Managers.
• Evaluate circumstances that may entail fiduciary obligations to determine whether a fiduciary responsibility does in fact exist and, if so, what Prudent Practices for Investment Stewards and Investment Advisors would directly apply.
• Identify and access key sources of information that provide substantiation of the Prudent Practices and assistance in applying the Practices.
• Conduct Fiduciary Assessments.

Formats

The AIF training is offered in three formats, Classroom, Capstone and Web-based. Each format culminates in the AIF exam, which students seeking the AIF designation must pass at a rate of 70%. After passing the exam, students submit designee applications and their first designee fee.

Classroom

Our classroom program is a two-day, fast-paced experience that is part seminar, part retreat, and part think-tank. Participants are encouraged to contribute feedback based on their own experiences, partake in group exercises, and ask questions that come up as the concepts are developed throughout the program. This open environment for learning helps students grasp the key concepts through real-world application.
Sample Agenda
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Price: $1950

Web

Our Web-based program is a digital version of our AIF classroom program using the same curriculum and recorded by fi360 instructors. This training style offers the flexibility of self-paced, at home or office study, without the added expense of traveling and out of office time. Materials are shipped upon registration, and students receive digital versions of many materials. Students receive access to the Web-based curriculum for 180 days.
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Price: $995

Capstone

Our AIF capstone training is truly the best of both formats. Participants will be given access to our Web-based program in advance of a one-day classroom session taught by fi360 instructors. This format combines the convenience of our Web-based program with the intimacy of our classroom programs.
Sample Agenda
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Price: $1350

We also have group pricing available; please email training@fi360.com for information about registering your group.

Tuition for the AIF Training includes:

• Prudent Practices for Investment Fiduciaries handbook series, associated Self-Assessments of Fiduciary Excellence, Consultant-Assessments of Fiduciary Excellence, and Legal Memorandums.
• Complimentary 90-day subscription to the Platinum Toolkit ($325 value)
• Related industry texts
• Fiduciary placemat that includes the Periodic Table of Global Fiduciary Practices, Assessment Levels, and the Management of Investment Decisions reference guide
• Fiduciary Key Concepts Reference Card
• Digital version of our comprehensive desk reference manual with program slides and pertinent readings.
• Access to digital versions of pertinent electronic files and documents that can be utilized in your office immediately.

The Classroom and Capstone formats also include:

• Customized USB drive pre-loaded with pertinent electronic files and documents that can be utilized once you return to your office
• Binder containing comprehensive desk reference manual (contains program slides, pertinent readings)
• Lunch
• Embroidered satchel

Additional Notes:

There are no prerequisites for this program.

You can earn CE for your other professional designations with fi360 Training.

Please contact fi360's Training staff with questions regarding AIF Training at training@fi360.com

Refund/Cancellation policy: We will refund 100% of your registration fee up to three weeks ahead of your scheduled classroom program. Within three weeks of a classroom we will refund all but 10% to cover the cost of program materials already incurred.

The AIF and AIFA are trademarks held by the Center for Fiduciary Studies, under the umbrella of Fiduciary360