AIFA DESIGNATION PREREQUISITES
Any person who attends an AIFA program must be a graduate from an AIFA (prior to May of 2006), AIF or AFIM program. In addition, in order to obtain the AIFA designation, they must meet certain other educational and/or work experience requirements.
The following table assesses whether potential AIFA candidates meet those requirements. Please use the following table solely as a guide, all individuals will be evaluated on a case-by-case basis. If you have any concerns about meeting the requirements, please send an email to designations@fi360.com explaining your situation and a staff member will follow up with you shortly thereafter.
AIFA candidates must score 4 or more points on the following table in order to meet the prerequisite requirements of the designation:
| Category | Source | Points |
| Highest Level of Education | Bachelor’s | 1 |
| Master’s | 2 | |
| Doctorate/JD | 3 | |
| Related-Industry Credentials | AFIM, CEBS, CFA, CFIRS, CFP®, CFSA, CIMA, CPA, CTA, CTCP, PFS, Series 7 or 65 securities license, and other comparable designations | 1/each |
| Relevant Industry Experience | Less than 2 years | 0 |
| 2 – 3 years | 1 | |
| 3 – 4 years | 2 | |
| 4 – 5 years | 3 | |
| > 5 years | 4 | |
|
Professional Auditing Experience
(Fiduciary assessments, ISO Audits, Financial Audits) |
2 or more years | 2 |
The AIF and AIFA trademarks are registered with the Federal Trademark Office under the Center for Fiduciary Studies, a division of fi360.