Accredited Investment Fiduciary Program - AIF®
The curriculum provides a comprehensive education on fiduciary standards of care, including the legal and regulatory requirements for managing investment decisions on behalf of others. Practical aspects of applying a prudent investment process are covered from start to finish.
Many of fi360's adviser designees are well qualified but have benefited from additional specialist training in fiduciary practices. It provides a basis for increased recognition, differentiation as an expert in trust governance and a method for reviewing and improving internal processes. This is an effective approach to meet the needs of clients and referral sources seeking more trustworthy services.
This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF Designation. The course will give you the opportunity to:
Please contact us for more information and options for training in your area.
The curriculum provides a comprehensive education on fiduciary standards of care, including the legal and regulatory requirements for managing investment decisions on behalf of others. Practical aspects of applying a prudent investment process are covered from start to finish.
Many of fi360's adviser designees are well qualified but have benefited from additional specialist training in fiduciary practices. It provides a basis for increased recognition, differentiation as an expert in trust governance and a method for reviewing and improving internal processes. This is an effective approach to meet the needs of clients and referral sources seeking more trustworthy services.
This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF Designation. The course will give you the opportunity to:
- become an Accredited Investment Fiduciary® designee
- absorb the Fiduciary Prudent Practices and how to apply them
- understand the basis for, and benefits of, fiduciary standards of excellence
- identify when an individual or organization may be deemed to have fiduciary status
- strengthen your own and your clients’ fiduciary policies and procedures.
Please contact us for more information and options for training in your area.