Fiduciary Training & Certification
Establish your expertise with AIF®, AIFA®, and PPC® designations
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Earn your credentials from the experts who founded AIF Training
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Take a systematic approach to fulfilling your fiduciary duty
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Conform to fiduciary best practices with a CEFEX Firm- Level Certification
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Deepen trust and relationships with current clients
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Demonstrate added value to clients and prospects
Acquire new skills and advance your career
Earn your Accredited Investment Fiduciary® (AIF) Designation
Learn ways to reduce risk and efficiently carry out your fiduciary responsibilities.
Become an Accredited Investment Fiduciary Analyst® (AIFA)
Get certified in performing fiduciary assessments of conformity to a "Global Fiduciary Standard of Excellence.”
Earn your Professional Plan Consultant® (PPC) Designation
Hone the skills to manage successful and compliant 401(k) plans.
Gain proficiency in fiduciary basics
Understand advisor fiduciary roles and responsibilities for managing qualified retirement plan programs and IRAs.
Improve fiduciary decision-making and liability reduction
Learn from content generated by Anne Schleck, Rising Stars, Springboard, webinars, and the fiduciary designation programs.
Establish firm-wide fiduciary excellence
Join an elite group of advisory firms dedicated to conforming to the fiduciary best practices and required standards detailed by Prudent Practices®.
