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AIF® Designation Training - San Jose, CA

Date: February 25, 2020

Time: All day

Location: Hotel De Anza, 233 W Santa Clara St, San Jose, CA 95113

Cost: $1950


This is a classroom seminar for participants who wish to learn about the investment fiduciary methodology. It is also a core requirement to obtain the AIF® Designation.

Prior to attending the seminar, participants must complete the online self-paced portion of the training. The AIF® Final Examination (another core requirement) is administered at the conclusion of the seminar. For more information on how to earn the AIF® Designation, please click here.

The instructor for this classroom program is Rich Lynch

The proctor for the exam is Tyler Kirkland. 

View the logistics and agenda for the class.

Registration will close on February 15, 2020 at 4:00 PM EST.

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