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HOME > DESIGNATIONS > AIFA > Prerequisites
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 training@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 point 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 |
Obtaining the designation:
For a candidate to be awarded the AIFA Designation, they must meet the prerequisites and agree to the requirements specified below.
Requirements:
- The candidate must submit the annual accreditation dues of $325.
- The candidate must agree to abide by the Center for Fiduciary Studies (CFS) Code of Ethics.
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