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Offers

National Fiduciary Day

2017 AIF® Classes:

  • Miami, FL - Jan. 26, 2017
  • Scottsdale, AZ - Feb. 23, 2017
  • San Francisco, CA - Mar. 23, 2017
  • New York, NY - Mar. 23, 2017
  • Chicago, IL - Mar. 23, 2017
  • Philadelphia, PA - Apr. - 6, 2017
  • Nashville, TN - May 20, 2017
  • St. Paul, MN - June 8, 2017
  • Denver, CO - June 15
  • Pittsburgh, PA - July 13, 2017
  • Seattle, WA - July 27, 2017
  • Boston, MA - Aug. 17, 2017
  • Atlanta, GA - Sept. 14, 2017
  • Washington, D.C. - Sept. 26, 2017
  • Columbus, OH - Oct. 3, 2017
  • Hartford, CT - Oct. 19, 2017
  • Irvine, CA - Nov. 9, 2017
  • Austin, TX, - Dec. 7, 2017

National Fiduciary Day

Manage Assets with Distinction

Did you know that as much as 80 percent of the nation’s liquid, investable wealth is managed by trustees and investment committees? With the changing regulatory environment, now is the time to demonstrate your commitment to your clients' best interests and position yourself for this incredible marketplace opportunity.

Join our distinguished community in one of three cities on March 23, 2017 for the first annual National
Fiduciary Day!

AIF Capstone:
Chicago, IL
Instructor: Keith Loveland
Price: $1950
AIF Capstone:
San Francisco, CA
Instructor: J. Richard Lynch
Price: $1950
AIF Capstone:
New York, NY
Instructor: Mario Giganti
Price: $1950
 

About AIF® Designation Training

Our training provides a comprehensive education on fiduciary standards of care, including the legal and regulatory requirements for managing investment decisions on behalf of others. Practical aspects of applying a prudent investment process are covered from start to finish.

AIF® Capstone

The AIF® Capstone is a hybrid course consisting of the AIF Self-Paced Online training followed by a one-day, instructor-led classroom session. The instructor-led portion consists of 6-8 hours of classroom instruction
(view course outline). The online component is available for 180 days from date of purchase.

At the conclusion of the training, participants will have the opportunity to take the AIF examination. Students who successfully complete the program and final exam become eligible for the Accredited Investment Fiduciary® (AIF®) professional designation. 

Now is the time to put your clients’ best interests first. Get started today!

For additional information contact us at (866) 390-5080.

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