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Fi360 Training programs are approved for continuing education credit for the following professional designations:

Fi360 AIF Training

AIF Web:

  • CFP® Board of Standards (CFP® designation): 7 hours
  • IMCA (CIMA, CIMC designation):14 hours (non- IMCA sponsored hours)
  • The American College (CLU and ChFC designations): 7 hours

AIF Capstone:

  • CFP® Board of Standards (CFP® designation): 12 hours
  • IMCA (CIMA, CIMC designation): 14 hours (non-IMCA sponsored hours)
  • NASBA (CPA designation: 14 hours
  • The American College (CLU and ChFC designations): 14 hours
  • PA Insurance Department: 6 hours

AIF Classroom:

  • CFP® Board of Standards (CFP® designation): 12 hours
  • IMCA (CIMA, CIMC designation): 14 hours (non-IMCA sponsored hours)
  • NASBA (CPA designation: 14 hours
  • The American College (CLU and ChFC designations): 14 hours
  • PA Insurance Department: 6 hours
  • PA CLE Board: 14.5 hours

Fi360 AIFA Training

  • CFP® Board of Standards (CFP® designation): 22 hours
  • IMCA (CIMA, CIMC designation): 22.5 hours (non-IMCA sponsored hours)
  • NASBA (CPA designation: 22 hours
  • The American College (CLU and ChFC designations): 22 hours
  • PA Insurance Department: 20 hours
  • PA CLE Board: 21.5 hours

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and , which it awards to individuals who successfully complete initial and ongoing certification requirements.

** Center for Fiduciary Studies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700 , Nashville , TN 37219-2417 .
Website: www.nasba.org.

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fi360 Training Programs

Practices that define the Training program curriculum.

AIF and AIFA professional designations.

Training Instructors

Web-based asset management analysis tools available to Investment Stewards, Advisors, and Managers.