Accredited Investment Fiduciary®
(AIF®) Training
Earn Credibility as a Fiduciary Specialist
- Become an AIF® Designee
- Reduce Business Risks
- Increase Business Efficiency
- Self-Paced Online or Blended Learning Options
Detailed Information
Through the completion of this training, you’re eligible to earn the AIF® Designation and demonstrate you have the education, skills, and ethical standards to carry out a fiduciary standard of care and serve the best interests of your clients.
Training is hosted by Broadridge Fi360 Solutions, which is accredited by the American National Standards Institution (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA. The AIF® Designation was also featured as one of the four best financial certifications by U.S. News & World Report.
This solution is included in these Packages:
Join an Elite Professional Community
Fi360 has more than 11,000 active AIF® Designees and has trained more than 35,000 financial intermediaries in fiduciary best practices through its various programs. When you join this community, you gain business experience and credibility.
- Meet your legal obligations by applying Fi360’s Prudent Practices® and investment procedures with your wealth, retirement and foundation and endowment clients
- Reduce business risks through documentation of fiduciary best practices
- Increase your business efficiency and effectiveness and earning potential by adopting a consistent repeatable process
- Earn credibility and distinction in the marketplace as a fiduciary specialist
Flexible Training Options
Choose from three learning paths based on your availability and learning preferences. Select from Virtual, Self-Paced Online or Blended Learning.
- Flexibility to choose the option that best meets your professional needs
- Virtual provides access to a live, instructor-led online course the spans over five, two-hour sessions with an exam administered online in coordination with a Proctor
- Self-Paced Online is a course available on demand with exam administered online in coordination with a Proctor
- Blended Learning combines online and classroom training, including in-person exam
AIF® Training Features
Program Overview
- Introduction to the fundamentals of fiduciary responsibility
- Organizing a client engagement for success
- Formalizing an investment strategy
- Implementing the investment strategy and conducting due diligence
- Monitoring investment results, fees and providers
Virtual Course
- Fully online
- Live, instructor-led learning
- Includes five, two-hour live sessions
- Exam administered online in coordination with a Proctor
Self-Paced Online Course
- Fully online
- Completed on demand
- 90-day timeline to complete course
- Exam administered online in coordination with a Proctor
Blended Learning Capstone Course
(Please note: Capstone classes have been temporarily suspended.)
- Combination of online and classroom training
- Classes available throughout the year and across the country
- Exam administered at the end of the classroom portion
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
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| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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