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AIF Designation


Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny. It is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase. Many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one.

The AIF Designation Training and designation help mitigate this liability with instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® (AIF®designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.


Benefits of the AIF® Designation

In addition to the knowledge and business opportunities the AIF designation represents, all active designees are entitled to the following services and benefits:

  • Access to a library of materials focused on the fiduciary standard created by experts and continually updated based on advances in case law, regulatory activity and thought leadership.
  • Listing in our online Designee Search Library accessible to prospective and current clients, media, potential employers and referrals.
  • Continuing education credit opportunities at no extra cost.
  • One-on-one service and support from Fi360 staff.
  • Discounts! From Fi360’s software tools and annual Conference to our bookstore, you can save on great resources.



There are five requirements for attaining the AIF® designation:  

  1. Enroll in and complete the AIF® Training
  2. Pass the AIF® Examination
  3. Meet the experience requirement
  4. Submit the application and attest to Conduct Standards and Code of Ethics
  5. Pay dues

Included in the application are sections to attest to both the Code of Ethics and Conduct Standards.  The Code of Ethics consists of the tenets of ethical conduct expected of all credential holders, while the Conducts Standards pertain to any past criminal and civil litigation, regulatory events, and personal and professional conduct.

View our help desk for more information on initial and ongoing requirements.


Continuing Education Requirement

AIF® designees must accrue a minimum of six hours of continuing education annually.  The CE requirement is effective immediately upon attainment of the AIF® designation, and CE hours may be accrued from a variety of sources. All CE is subject to audit by, and final approval from, Fi360.

For more information on the CE requirement, click here.

Find the professionals who have already earned the AIF and AIFA designations. Search

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