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AIF Designation

DIFFERENTIATE YOURSELF FROM YOUR COMPETITION

Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny. It is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase. Many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one.

The AIF Designation Training and designation help mitigate this liability with instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

 

Benefits of the AIF® Designation

In addition to the knowledge and business opportunities the AIF designation represents, all active designees are entitled to the following services and benefits (existing designees can find this material in our Designee Portal):

  • A suite of professionally-designed marketing and educational materials to help you articulate your unique value as a Designee
  • Access to a CE library containing over 100 hours of relevant, high-quality content
  • Service and one-on-one support from fi360's staff
  • Listing on our online Designee Search directory, accessible to prospective clients, potential employers, media and referrals
  • Compliance template documents and educational materials
  • Preferred-pricing from third-party vendors, such as professional liability insurance and benchmarking services

 

Qualifications

In order to earn and maintain the AIF Designation, individuals must fulfill the following requirements (a detailed list can be found here):

  • Complete the AIF Designation Training
  • Pass the AIF designation exam (for new applicants)
  • Meet the prerequisites and qualification and conduct standards
  • Accrue six hours of continuing professional education with at least four coming from fi360-produced sources (outlined in the section below)
  • Attest to a code of ethics
  • Maintain current contact information in fi360's designee database
  • Remit $325 in annual dues

Full renewal requirements can be found here.

 

Continuing Education Requirements

AIF designees must obtain six combined hours of continuing professional education each renewal year from the sources listed below (at least four hours must be accumulated from the listed fi360-produced sources):

  • The fi360 annual conference (live event)
  • Archived recordings from past fi360 conferences (from the on-demand fi360 CE directory)
  • fi360 Resources webinars (live)
  • Archived recordings of Resources webinars (from the on-demand fi360 CE directory)
  • Relevant events produced by sources outside of fi360 (max of two hours per year allowed)
  • Web-based AIF Training (course audit)
  • Participation in a CEFEX Certification team or as a liaison officer at a firm being Certified (max of 3 hours/year)

 

SIGN UP FOR TRAINING

 

DESIGNEE SEARCH
Find the professionals who have already earned the AIF and AIFA designations. Search

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