Accredited Investment Fiduciary® (AIF®) Training is the best way for investment fiduciaries to absorb the Prudent Practices, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. The AIF Training is available in two different program formats, each concluding with an examination in order to apply for and earn the AIF designation.

Learning Objectives

Upon successful completion of the program, participants will be able to:

• Articulate the basis for, and benefits of, fiduciary standards of excellence.
• Identify when an individual or organization may be deemed to have fiduciary status.
• Identify the legal standards that require fiduciaries to prudently manage investment decisions.
• Apply the Practices that define a prudent investment process for Investment Stewards and Advisors and recognize the Practices for Investment Managers.
• Strengthen own or clients’ fiduciary policies and procedures.
• Become an Accredited Investment Fiduciary.

Program Formats

The AIF Training curriculum is offered in distance education or a blended learning option to suit each student's needs. Each format culminates in the 60 question AIF exam, which students seeking the AIF designation must pass with 75% correct answers. After passing the exam, students submit designee applications and their first designee fee.

Capstone

The AIF Capstone program format combines a day of face-to-face instruction with access to our Web-based AIF program. Students complete coursework online and attend a scheduled, one-day training session that offers students an opportunity to discuss course concepts with instructors and fellow students.
Sample Agenda of one-day training
View schedule and Register
Price: $1950

Web

The AIF Web-based program is the pure distance education version of the AIF Training curriculum. This format offers great flexibility and minimal out-of-office time for students. Students receive access to the program automatically, with a registration package following in the mail. Students have 180 days to complete the AIF Web-based program.

Students in the Web-based AIF training course, or those who otherwise cannot participate in the classroom examination, will be responsible for providing their own proctor. See The AIF Proctor Information Webpage for details.
Sample Course Outline
Register
Price: $1450

Tuition for the AIF Training includes:

• Prudent Practices for Investment Fiduciaries handbook series, associated Self-Assessments of Fiduciary Excellence, Consultant-Assessments of Fiduciary Excellence, and Legal Memoranda.
• Complementary 180 day access to the Platinum Toolkit - Student Version
• Related industry texts
• Fiduciary placemat that includes the Periodic Table of Global Fiduciary Practices, Assessment Levels, and the Management of Investment Decisions reference guide
• Fiduciary Key Concepts Reference Card
• Access to digital versions of pertinent electronic files and documents that can be utilized in your office immediately

The Capstone format also includes:

• Binder containing comprehensive desk reference manual (contains program slides and pertinent readings)
• Lunch
• Embroidered satchel

AIF Exam information

The final exam must be passed with a score of 75% or better for eligibility to apply for the AIF designation. The exam is a 90 minute, closed-book exam, and students may not use any course materials or notes.

The AIF final exam is a proctored exam. The requirement for a proctor ensures the integrity of the examination process as one of the high standards for earning the AIF designation. See The AIF Proctor Information Webpage for details.

Additional Notes:

There are no prerequisites for the AIF Training.

If you serve a Nebraska audience, click here for information regarding the use of the AIF designation in that state.

Refund/Cancellation Policy

Please read our Training Refund/Cancellation Policy.

The AIF and AIFA are trademarks held by the Center for Fiduciary Studies, under the umbrella of Fiduciary360