AIF® Training
Accredited Investment Fiduciary (AIF®) Program
Accredited Investment Fiduciary® (AIF®) Training is the best way for investment fiduciaries to absorb the Prudent Practices, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. The AIF Training is available in two different program formats, each concluding with an examination in order to apply for and earn the AIF designation.
Learning Objectives
Upon successful completion of the program, participants will be able to:
- Articulate the basis for, and benefits of, fiduciary standards of excellence.
- Identify when an individual or organization may be deemed to have fiduciary status.
- Identify the legal standards that require fiduciaries to prudently manage investment decisions.
- Apply the Practices that define a prudent investment process for Investment Stewards and Advisors and recognize the Practices for Investment Managers.
- Strengthen own or clients’ fiduciary policies and procedures.
- Become an Accredited Investment Fiduciary.
Program Formats:
2-day program - Options:-
- Individual attendance to public 2-day course
- In-house corporate program by arrangement
View an outline of the AIF Course content
Capstone - Web-based Program - currently Australia only
This program is delivered in two stages
- Participants first complete online learning modules at own pace, and then attend.....
- A 1-day workshop where the practices are reviewed and participants have the opportunity to ask questions on the full course material. The practices are then applied to practical case studies.
View an outline of the Capstone Program content
If you are interested in attending our two day Accredited Investment Fiduciary® course or would like more information on the course content please call Anita Gray on 07 552 0962 or send an to register your interest.