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Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each learning and development solution is rooted in fiduciary best practices.
Go to the source: Fi360 launched the AIF® Designation and published Prudent Practices®, the original fiduciary handbook, with the American Institute of Certified Public Accountants (AICPA) in 2002.
AIFTM - Prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Successful completion earns their Accredited Investment Fiduciary® (AIF) Designation.
AIFATM – Equated to master’s level coursework beyond AIF, successful completion earns an Accredited Investment Fiduciary Analyst® (AIFA).
PPCTM - This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Successful completion earns the Professional Plan Consultant® (PPC) Designation.
FEA – Fiduciary Essentials® for advisors focuses on the basics of fiduciary roles and responsibilities for advisors managing qualified retirement plan programs and individual retirement accounts.
FEDC - Fiduciary Essentials® for Defined Contribution Plans is designed to help plans improve their fiduciary decision-making process while minimizing liability. This program includes content from, but not limited to, Anne Schleck, Rising Stars, Springboard, webinars and the fiduciary designation programs.
CEFEX – The CEFEX Firm-Level Certification is awarded to advisory firms that conform to the fiduciary best practices and required standards detailed by the Prudent Practices®. Certified firms must voluntarily submit their business practices to an annual assessment conducted by AIFA® Designees.
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