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AIF Designation Training

differentiate yourself from your competition

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 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

 

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 (see sample Agenda).  The online component is available for 180 days from date of purchase.  At the conclusion of the classroom training, participants will have the opportunity to sit for the AIF Examination on site.  

Successful completion of AIF Training and AIF Examination are  requirements for attaining the AIF Designation. 

For information on Training and Examination policies, please click here.

PROVIDED WITH THE COURSE
  • Access to the AIF Self-paced Online course
  • Prudent Practices for Investment Stewards handbook and Self-Assessment of Fiduciary Excellence questionnaire
  • 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:

  • Comprehensive course reference manual (contains program slides and pertinent readings)
  • Lunch

 

Upcoming Classes:
  • Orlando, FL - March 17 & 18, 2015
  • Washington, DC - April 27, 2015
  • Los Angeles, CA - May 19, 2015
  • Washington, DC - May 26, 2015
  • Minneapolis, MN - June 9, 2015
  • Pittsburgh, PA - June 30, 2015

 

Price: $1950

Sign Up

 

AIF® Self-Paced online

AIF® Self-Paced Online is an on-demand, self-paced training. It is available for 90 days from date of purchase.   At the conclusion of the training, participants will have the opportunity to sit for the AIF Examination (proctor required).  

For information on Training and Examination policies, please 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
  • 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

 

training REFUND/CANCELLATION POLICY

Training Refund/Cancellation Policy.

 

EXAMINATION DETAILS

Successful completion of the AIF® Examination is one of the requirements for attaining the AIF® Designation.  The examination must be completed under the supervision of an approved proctor. The requirement for a proctor helps to ensure the integrity of the examination process as one of the rigorous requirements for attaining the AIF® Designation.

You are responsible for choosing a proctor, getting approval of said proctor, and arranging a location with an internet-connected computer where your proctor can supervise you during the exam. 

For more information on choosing an acceptable proctor, please click here.

Once the proctor has been approved, your proctor will receive an email describing the instructions for administering the examination.

Additional Information

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