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Behold the Voice of the Fiduciary

Learn how the AIF® Designation can play a key role in your business.

Get to know the community.

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Shining a spotlight on fiduciary excellence.

Meet a few professionals from the designee community to understand how earning the AIF® Designation has played a role in their fiduciary journey.

In their own words:

 

Hear Carina Diamond from Stella Secunda Partners explain how being an AIF® Designee has helped to show her commitment to being a fiduciary and grow her business. She explains that today's public is educated on the importance of having a fiduciary advisor and that there is a crucial need to educate the next generation of professional in the retirement and wealth industry.

 

 

Hear John Flavin, Founder and Managing Principal at Aspire Capital Advisors, explain how Broadridge helps him serve his retirement business with the winning combination of AIF® Designation Training, fiduciary-focused technology, and proactive service.

 

 

Hear Monica Garver from McKinley Carter Wealth Services explain how earning the AIF® Designation, and then the AIFA® Designation, has provided her with greater insight to industry standards and allowed her to join a like-minded fiduciary community. She explains that not only have these designations helped to grow her business, but her firm is also CEFEX® certified which has allowed them to be identified as credentialed professionals.

 

 

Hear Lindsay Glassman, Sr. Investment Consultant from Landmark Wealth Management, talk about the impacts of the AIF® Designation and how she could pursue the designation while working full-time.

 

 

Hear from Rod Diaz from HBKS Wealth Advisors on why he pursued the AIF® Designation as well as the AIFA® Designation. He also explains how he and his firm structure their calendar to align with the prudent processes that are instilled in the training curriculum.

 

 

Hear Michele Sarna from Beacon Pointe Advisors describe why being an AIF Designee holds a higher standard.

 

Read one designee's story.

“By earning the AIF® Designation, I’ve opened the door to more higher net worth investors and valuable word-of-mouth referrals.”

- Domenick D'Andrea, Financial Advisor at DanDarah Wealth Management

Dominick Headshot

The AIF® Designation was ranked as one of the top ten financial certifications by U.S. News & World Report.

It's your turn.

The first step to earning the Accredited Investment Fiduciary®  (AIF®) Designation is to take the renowned training course.

AIF® Designation Training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Participants learn how to properly conduct due diligence and formalize an investment strategy so they can demonstrate to clients and prospects that their best interests always come first.

ANSI

Fi360 is accredited by ANSI National Accreditation Board under international standard 17024 for the AIF® Designation, making it part of an elite group of accredited designations recognized by FINRA.

Here are your training options:

There are training options to fit your needs and learning style. Plus, the training can also earn you continuing education (CE) credits for other designations like the CFP®:
One human

Self-paced online

On-demand curriculum for completion within 180 days of purchase. Price: $1,595

Virtual Class

Instructor-led virtual

Five days of two-hour sessions in a virtual classroom setting. Price: $1,950

Class

Blended learning

A combination of self-paced online and in-person classroom training. Price: $1,950

View the calendar for upcoming instructor-led classes. You can enroll today by creating an account on www.fi360.com and launching the Learning & Development application.

 

You may also email fi360sales@broadridge.com, call (866) 390-5080, or complete the form below and someone will assist you.


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Click here to have your story considered to be highlighted as part of the fiduciary community.


Contact Us

Do you have questions, or would you like to learn more? Please complete the form below and a representative will be in touch soon.

*PlanAdviser proprietary research

**2022 AIF® Job Task Analysis Survey, October 2022 (231 responses)

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