This is a live, virtual training course with a Broadridge Fi360 Solutions-provided instructor for participants who wish to learn about the investment fiduciary methodology. It is also a core requirement to obtain the AIF® Designation. The course will be conducted online using the Webex software platform. Students are not expected to turn on their webcams.
The course includes five 2-hour sessions, for a total of 10 hours.
Classes will be held:
June 6, 8, 12, 14 & 16
11:00 a.m. - 1:00 p.m. ET daily
Prior to attending the course, participants are expected to read the Prudent Practices® for Investment Advisors handbook, which will be made available to registrants through the learning management system. Students are expected to attend all live classes.
After completing the course, participants can schedule their exam using our remote proctor service, ProctorU at no additional charge.
Click here to learn more about the obtainment of the AIF® Designation.
Registration for this class closes on May 30, 2023 at 4:00 p.m. ET.