Fiduciary Training & Certification for Advisors
Expand your fiduciary expertise and sharpen your competitive edge. Master the prudent practices required to consistently act in your clients’ best interests and grow AUM.
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Industry-leading courses give advisors an edge
Investors want advisors who put their interests first. With our virtual and in-person fiduciary training courses, you can turn high standards into a competitive advantage.
Frequently asked questions
The purpose of the AIF® designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Fi360 is accredited by the ANSI National Accreditation Board (ANAB) for the AIF® designation, making the designation part of an elite group of accredited designations in financial services.
For Accredited Investment Fiduciary® (AIF®), Accredited Investment Fiduciary Analyst® (AIFA®), or Professional Plan Consultant® (PPC®) designation eligibility requirements, please refer to this article.
To reinstate an expired AIF®, AIFA®, or PPC® designation, please refer to the designation reinstatement requirements.
Yes. Advisors can access compliant digital badges, logos, and templates through the Designee Portal to market their designation.
The recertification requirements for each designation can be found here.
In order to become an AIF® designee, candidates must complete the following requirements:
1. Enroll in and complete AIF® designation training that satisfies AIF® designation training requirements
2. Pass the AIF® examination
3. Meet the experience requirement (prerequisites)
4. Satisfy the Code of Ethics and Conduct Standards
5. Submit the application and dues
Full requirements and policies and procedures can be found in the AIF® candidate handbook.
Fi360 is committed to principles of impartiality and fairness with respect to decisions about an individual’s designation status. Learn more about our impartiality policy.
Yes. Fi360 is accredited by the ANSI National Accreditation Board (ANAB) for the AIF® designation, making the designation part of an elite group of independently accredited designations in financial services. Out of the hundreds of designations listed on the FINRA Professional Designations Database, only a few are independently accredited. That means individuals in all 50 U.S. states and globally can leverage their AIF® designation.