AIFA® DESIGNATION
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- » Assessments and CEFEX Certifications for Investment Stewards, Advisors, and Managers
- » AIFA Renewal Guidelines (PDF)
- » Code of Ethics (PDF)
- » AIFA Trademark Guidelines (PDF)
- » Find an AIFA designee near you
- » File a complaint against an AIF or AIFA designee.
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
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.
AIFA designees must:
- Accrue ten hours of continuing professional education with at least six coming from fi360-produced sources (outlined in the section below)
- Attest to a code of ethics
- Maintain current contact information in fi360's designee database
- Remit $325 in annual dues
Continuing Education Requirements:
AIFA designees must obtain ten combined hours of continuing professional education each renewal year from the sources listed below (at least six hours must be accumulated from the listed fi360-produced sources):
- The fi360 annual conference (live event)
- Archived recordings from past fi360 conferences (from the on-demand fi360 CE directory)
- fi360 Resources webinars (live)
- Archived recordings of Resources webinars (from the on-demand fi360 CE directory)
- Relevant events produced by sources outside of fi360 (max of two hours per year allowed)
- Web-based AIF Training (course audit)
- Participation in a CEFEX Certification team or as a liaison officer at a firm being Certified (max of 3 hours/year)
Designee Search
Find the professionals who have already earned the AIF and AIFA designations
The AIF and AIFA marks are held by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company.