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Accredited Investment Fiduciary (AIF)

Do you serve as an investment fiduciary and have recognized the need for prudent processes in your practice? Perhaps gaining additional expertise and knowledge while earning the Accredited Investment Fiduciary (AIF®) designation will strengthen your client relationships and mitigate significant liability as a fiduciary.

If you wish to pursue the AIF designation, ABTrainingCenter.com offers AIF training and certification courses for those individuals interested in earning the prestigious Accredited Investment Fiduciary designation.

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices set forth by fi360. AIF designees have a reputation in the industry for 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.

As such, the AIF was named one of the “Ten Most Wanted” designations in the industry by Financial Planning magazine.


Curriculum

Candidates may pursue the AIF designation in one of four distinct training formats: a 2-day Classroom-based Program (offered at several universities and training facilities across the world), a Web-based Program, and Custom or Capstone programs.

Regardless of the format selected, candidates will follow the same curriculum in their coursework. Each program culminates with an accreditation exam to obtain the AIF designation.


Examination Requirements

AIF designation candidates must complete a 50-question multiple choice exam with a passing score of 70% or better.


Additional Requirements

AIF designees have the following obligations once accredited:
  • They must sign and agree to abide by a Code of Ethics
  • They complete appropriate continuing education requirements
  • They must maintain current contact information in fi360's designee database
  • They must submit an accreditation application with $325 in annual dues

Continuing Education Requirements

AIF designees are required to complete six hours of continuing education annually. Online continuing education modules for designees are included as part of one’s annual dues and comprise 4 of these required hours. Two hours may be fulfilled from outside sources.


Recommended Courses & Available Training Options

CPATrainingCenter.com offers AIF exam review courses and training for earning the Accredited Investment Fiduciary designation.

Simply select one of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "AIF - Accredited Investment Fiduciary".


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