Accredited Investment Fiduciary Analyst™ designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.
AIFA designees' primary function is to perform, or assist in, assessments of an Investment Steward's, Advisor's, or Manager's conformance to a Global Fiduciary Standard of Excellence using Fi360's ISO-like procedure of assessment. AIFA designees possess the ability and knowledge to advise clients of deficiencies in investment processes. It is also the required mark to perform a CEFEX Fiduciary Certification, the independent recognition of a fiduciary's conformity to all fiduciary Practices and Criteria.
Benefits of the AIFA® designation
In addition to the knowledge and business opportunities the AIFA 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 AIFA® credential.
1) Attain the AIF® designation
2) Enroll in and complete the AIFA® Training
3) Pass the AIFA® Assessment
4) Meet the experience requirement
5) Submit the application and 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.
Continuing Education Requirements:
AIFA® designees are required to complete a minimum of ten hours of CE per reporting period. The CE requirement is effective immediately upon attainment of the AIFA® 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, visit our help desk.