TRAINING
Fi360 Training is the best way to learn the prudent investment process and apply it in your fiduciary responsibilities. Our training developed because the vast majority of fiduciaries receive little or no formal training and what little is provided is rarely comprehensive. Yet still, fiduciaries are required to demonstrate that portfolio assets are being prudently managed and sound investment practices are being followed.
Our designation training provides instruction towards earning the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations. The AIF Training provides a unique comprehensive overview of fiduciary standards of excellence, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects. The AIFA Training builds on that foundation and prepares students to provide Fiduciary Assessments to institutions.
Formats
The AIF Training is available in three different program formats, combining online learning and face-to-face instruction. Each format concludes with an examination in order to apply for and earn the AIF designation. AIFA Training is only available in the Classroom format.
Custom Programs
Your organization can provide AIF and AIFA Training economically and efficiently by choosing custom delivery for large groups. We will work with you to find the right format for your organization to hold the AIF or AIFA at the location of your choice. Having fi360 instructors and materials come to you is a great way to send your employees or clients to a program without the added expense of travel and increased out-of-office time!
Locations
Fi360 Training programs are offered at multiple universities and training facilities around the world. Each location has premier executive education facilities with classrooms that provide students internet access and state-of-the-art audiovisual equipment. Please see our registration page for dates and locations.
History
Fi360's Training prepares individuals to apply for the AIF and AIFA Designations, professional credentials conferred by the Center for Fiduciary Studies™ (the Center). Since 1999, thousands of investment professionals have turned to the Center, the standards-setting body of fi360, as their source for subject matter expertise and insights on the fiduciary standard and its application across the investment industry.
Additional Notes:
Prerequisites for the AIF® Designation are effective as of June 1, 2012. One must accrue a minimum of three points as defined by the prerequisites valuation framework in order to be eligible for candidacy.
Updated prerequisites for the AIFA® Designation are effective as of June 1, 2012. In addition to holding the AIF Designation, one must accrue a minimum of six points as defined by the prerequisites valuation framework in order to be eligible for candidacy.
Refund/Cancellation Policy
Please read our Training Refund/Cancellation Policy.