Behold the Voice of the Fiduciary
Learn how the AIF® Designation can play a key role in your business.
Get to know the community.
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 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.
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
The AIF® Designation was ranked as one of the top ten financial certifications by U.S. News & World Report.
* U.S. News & World Report: https://money.usnews.com/financial-advisors/articles/best-financial-certifications
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.
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:
Self-paced online
On-demand curriculum for completion within 180 days of purchase. Price: $1,595
Instructor-led virtual
Five days of two-hour sessions in a virtual classroom setting. Price: $1,950
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.
Share your fiduciary journey.
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)