AIFA® Designation Training
What is AIFA® Designation Training?
Think of Accredited Investment Fiduciary Analyst® (AIFA®) Designation training as the master’s level coursework to the AIF® Designation. As an AIFA® Designee, you are certified to assess if
internal policies, procedures, and workflows meet the fiduciary standard of excellence – making it another way to stand out as a valuable asset.
Only AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation training. If being the best of the best piques your interest but you don’t yet qualify for AIFA® Designation training, get started with your AIF® Designation.
After completing prerequisite self-study work, an instructor guides you virtually during three, two-hour case study focused sessions. This hands-on course includes a mock assessment of a fictional investment advisory firm and you present your findings to the class.
The goal is to give you as much practical, real world experience as possible so you are immediately prepared to apply what you have learned. While there is no final exam, satisfactory completion of in-class participation and mock assessment results demonstrate your competence, earning you the AIFA® Designation.
Check out our calendar for a full list of events.
- Conduct fiduciary assessments of your own fiduciary program and those of your clients and prospects
- Increase trust with clients and credibility with prospects to win new business by leveraging your unique expertise, knowledge, and skills as a fiduciary expert in the marketplace
- Reduce potential litigation and regulatory risk for your firm, practice, and clients by assessing your internal policies, procedures, and workflows to ensure they conform with defined fiduciary practices
- Qualify to offer formal, client fiduciary certifications through the Centre for Fiduciary Excellence® (CEFEX®) as an additional revenue stream for your firm or practice
Let’s get started! Visit the Fi360 Platform to create an account and purchase your training.
Or, if you’d like additional information or assistance with your purchase, fill out the form and a member of the Fi360 team will be in touch.
Additional Information including terms of purchase, tips for study and CE requirements can be found here.