Special Offer for Broadridge Clients
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What is AIF® Designation Training?
Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Advisors who complete the training are eligible to earn the AIF® Designation and are able to demonstrate the added value they bring to prospective and existing clients. Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.
Fi360 is committed to principles of impartiality and fairness with respect to decisions about an individual’s designation status. Learn more about our impartiality policy.
Learn more about the standards of the AIF® Designation.
Reasons to Become an AIF® Designee
- Meet your legal obligations by applying Fi360’s Prudent Practices® and investment procedures with your wealth, retirement and foundation and endowment clients
- Reduce business risks through documentation of fiduciary best practices
- Increase your business efficiency, effectiveness and earning potential by adopting a consistent repeatable process
- Earn credibility and distinction in the marketplace as a fiduciary specialist
- Join an elite professional community of over 10,000 Fi360-trained advisors
Training Options
Blended Learning:
Our Capstone course is a combination of online and classroom training with an exam administered at the end of the classroom portion. We host Capstone classes throughout the year and across the country. Check out our calendar for a full list of events.
Retail price: $1,950
Broadridge Client Price $1,755
Online:
Our Self-Paced Online course is available on demand to be completed within 180 days of purchase. The exam is administered online in coordination with a Proctor.
Retail price: $1,595
Broadridge Client Price $1,435.50
Program Overview
Introduction to the fundamentals of fiduciary responsibility
Organizing a client engagement for success
Formalizing an investment strategy
Implementing the investment strategy and conducting due diligence
Monitoring investment results, fees and providers
Let’s get started!
Fill out the form and a member of the Fi360 team will be in touch.
Additional Information including terms of purchase, tips for study and CE requirements
can be found here.
