Fi360 offers custom training programs for those organizations or large groups that wish to minimize the costs of travel and out-of-office time. The following two training options bring the AIF program to you:

• Our Custom AIF Training (classroom) is a 2-day course designed to provide participants with the knowledge necessary to understand and implement a prudent process for investment stewards, advisors, and managers. At the end of the two days, students will be prepared to test to earn the AIF designation.
• Our Custom AIF Training (capstone) allows an even more flexible custom program experience. Participants will be given access to our AIF Web program in advance of a one-day classroom session. With the combination of the extended period of study and the intense day of classroom training, students are prepared to test to earn the AIF designation.

  Please contact training@fi360.com to learn more about hosting an AIF Custom Program, including prices.

  Custom programs include the following products and services for participants:

  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 Memoranda
  • 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:

  • USB drive pre-loaded with classroom materials for immediate use in your business
  • Binder containing comprehensive desk reference manual (contains program slides and pertinent readings)
  • Lunch
  • fi360 satchel

  The hosting organization is responsible for:

  • program facilities rental and associated cost
  • food and beverage selection and associated cost
  • program registration
  • marketing and promotion

  Additional Note:

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

  Refund/Cancellation policy: Custom programs require a nonrefundable deposit of 50% one month in advance of the scheduled event to cover administrative costs and costs of materials produced.