What is AIFA® Training?
Think of Accredited Investment Fiduciary Analyst® (AIFA®) training as the master’s level coursework to the AIF® Designation. As an AIFA® Designee, you are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Only our AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation. If being the best of the best piques your interest but you don’t yet qualify for your AIFA® Designation, get started with your AIF® Designation.
AIFA® Designation training is decidedly interactive. The course consists of team and individual exercises coupled with team presentations of exercise findings and conclusions. Over the course of the three-day training, our goal is to give you as much practical experience as possible so you are immediately prepared to apply what you have learned out in the wild.
Check out our calendar for a full list of events.
The concept of a Global Fiduciary Standard of Excellence and the Leadership Quotient
Legal issues and regulatory oversight review
Global Fiduciary Precepts and Fiduciary Quality Management System
International Organization for Standardization and Fi360’s ISO-like approach
Assessments – their meaning and limitations
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, we’re here to help! 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.
§ Fi360 partners with many organizations to provide AIF® Designation training to their advisors. Fill out the form to find out if you qualify for any discounts.