TRAINING: CUSTOM PROGRAMS
Fi360 offers custom training programs for those organizations or large groups that wish to minimize the costs of travel and out-of-office time.
- Our Custom AIF Training (capstone) allows a flexible custom program experience. Participants complete our AIF Web program in advance of a one-day classroom session. With the combination of the extended period of study and the intense day of classroom training, students are prepared to test to earn the AIF designation.
Please contact training@fi360.com to learn more about hosting an AIF Custom Program, including prices.
Custom programs include the following products and services for participants:
- 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 which 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
- Binder containing comprehensive desk reference manual (contains program slides and pertinent readings)
- Embroidered satchel
The hosting organization is responsible for:
- Program facilities rental and associated cost
- Food and beverage selection and associated cost
- Program registration
- Marketing and promotion
Additional Note:
You can earn CE for your other professional designations with fi360 Training.
Refund/Cancellation policy: Custom programs require a nonrefundable deposit of 50% one month in advance of the scheduled event to cover administrative costs and costs of materials produced.