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AIF Designation Training

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Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

The mark coupled with the knowledge and processes taught in the course make it easy for an advisor to quickly show the added value they bring to prospective and existing clients.

 

What You Will Get Out of the Course

 

  • Become an Accredited Investment Fiduciary® (AIF®) designee
  • Have a sound investment management process grounded in industry best practices
  • Absorb the Fiduciary Prudent Practices and how to apply them
  • Understand 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

 

Classroom and Online Course

Online education coupled with face-to-face instruction provide a more detailed teaching experience to further master the material. 

The online portion of this course is provided through fi360's learning managment system (LMS). Approximately, 10 to 20 hours is needed in total to complete the material. The material can be covered at your own pace and can be stopped and started at your convenience. Here you can find a Course Outline.

The online material must be completed by 8 a.m. the day of the classroom portion. If it isn't, you will not be permitted to join the classroom teaching. Your purchase will not be refunded. More details are provided below on our policies.

The classroom portion of the course is a one day event lasting for 9 hours. An instructor will take your through all of the course material, answer questions, provide insight and real world applications throughout, and proctor the AIF Final Examination at the conclusion. Here you can find a Sample Agenda.

For information on all training policy documents and navigating the learning management system, click here.

PROVIDED WITH THE COURSE
  • Access to take the course at your leisure on fi360's learning management system (LMS) 
  • Prudent Practices for Investment Stewards handbook and Self-Assessment of Fiduciary Excellence questionnaire
  • Complementary trial access to the fi360 Toolkit for Advisors
  • Access to digital versions of pertinent electronic files and documents that can be utilized in your office immediately
  • Related industry texts

Provided in the Classroom:

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

 

Upcoming Classes:

 

Price: $1950

Sign Up

 

Online Only Course

Online education format that offers great flexibility and minimal out-of-office time. 90 days are given to complete the program. The online version of this course is provided through fi360's learning managment system (LMS). Approximately, 10 to 20 hours is needed in total to complete the material. The material can be covered at your own pace and can be stopped and started at your convenience. Here you can find a Course Outline.

90 days are given to complete the course in its entirety. The course will be closed and made inaccessible after such time. If you are interested in reopening the course, a $100 renewal fee will provide 90 additional days of access which is all handled through the learning management system.

For information on all training policy documents and navigating the learning management system, click here.

 

PROVIDED WITH THE COURSE
  • Access to take the course at your leisure on fi360's learning management system (LMS)
  • Prudent Practices for Investment Stewards handbook and Self-Assessment of Fiduciary Excellence questionnaire
  • Complementary access to the fi360 Toolkit for Advisors
  • Access to digital versions of pertinent electronic files and documents that can be utilized in your office immediately
  • Related industry texts

 

Price: $1450

Sign Up

 

REFUND/CANCELLATION POLICY

Please read our Training Refund/Cancellation Policy.

 

EXAMINATION DETAILS

For those interested in earning the AIF designation, you will need to take and pass the AIF Final Examination.

To maintain the quality of the designation, a proctor is required to supervise you while you take the online version of the AIF Final Exam. You are responsible for choosing a proctor, getting approval of said proctor, for arranging a location with an internet-connected computer, where your proctor can supervise you before you begin the exam. Proctor request forms and further details are available here.

Please allow 72 hours to process the request.

Once the proctor has been approved, you and your proctor will receive an email describing the instructions to take the AIF online exam.

Additional Information

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