Accredited Investment Fiduciary®
(AIF®) Designation Training

AIF® Designation Training with Fi360

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 Fi360, a Broadridge company, 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.

This solution is included in these Packages:
Grow
Invest
Manage

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 two learning paths based on your availability and learning preferences. Capstone classes are held throughout the country, throughout the year whereas the Self-Paced Online course can be completed anywhere, anytime within 90 days of purchase.

  • Flexibility to choose the option that best meets your professional needs
  • Blended Capstone Course combines online and in-person learning, including in-person exam
  • Self-Paced Online Course is available on demand with exam administered online in coordination with a Proctor

AIF® Designation 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
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
  • Combination of online and classroom training
  • Classes available throughout the year and across the country
  • Exam administered at the end of the classroom portion

Retail Pricing

Choose from two training models: Blended Learning Capstone Course or Self-Paced Online Course.
Capstone Course
$1,950 one-time fee
Online Course
$1,595 one-time fee