Accredited Investment Fiduciary Analyst™ designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.

AIFA designees' primary function is to perform, or assist in, assessments of an Investment Steward's, Advisor's, or Manager's conformance to a Global Fiduciary Standard of Excellence using fi360's ISO-like procedure of assessment. AIFA designees possess the ability and knowledge to advise clients of deficiencies in investment processes. It is also the required mark to perform a CEFEX Fiduciary Certification, the independent recognition of a fiduciary's conformity to all fiduciary Practices and Criteria.

Benefits of the AIFA® designation

In addition to the knowledge and business opportunities the AIFA designation represents, all active designees are entitled to the following services and benefits(more details are provided in the Designee Portal:

• Ongoing support and dedication to service from the team at fi360
• Continuing advocacy for a culture of fiduciary responsibility from fi360's executive staff and team
• Continuing professional education opportunities
• Exclusive access to our CE-in-a-Box product, which contains materials to instruct one or two hour units of fiduciary training seminars
• Discounts on all of the services and products provided by fi360, including publications, Tools and the fi360 annual conference
• Listing on our online Designee Search database, accessible to prospective clients, potential employers, local media and referrals

AIF designees must:

• Sign and agree to abide by a code of ethics
• Complete ten hours of continuing professional education, four of which are fi360 Training CE (outlined below)
• Maintaining current contact information in fi360's designee database
• Yearly renewal application with $325 in annual dues

Prerequisites:

To become an AIFA, one must have graduated from fi360's AIF Training. In addition, there are specific prerequisite work experience. Please see the AIFA prerequisite matrix to learn more.

Continuing Education Requirements:

AIFA designees must obtain 10 combined hours of continuing professional education each renewal year. As a designee, your AIFA Training is your professional education for your first year holding the designation. The following year, you can pursue continuing education from the sources below (6 of the 10 hours must be from fi360 sources):

• The fi360 annual {conference} and audio archives of conference sessions;
• Online Continuing Education Modules produced by fi360 Training; and
• Relevent events produced by sources outside of fi360 (Max of 2 hours per year allowed)

Designee Search
Find the professionals who have already earned the AIF and AIFA designations

Additional Notes:

The AIF and AIFA marks are held by the Center for Fiduciary Studies, which is housed under the umbrella company fi360.

***Important information for AIFA designees accredited prior to May of 2006:***
AIFA designees accredited prior to May of 2006 are required to attend 3 days of additional training to maintain the AIFA designation. Designees must complete the AIFA Program prior to July 31, 2008. Those AIFA designees who choose not to attend this training will automatically be converted to AIF designees.