Accredited Investment Fiduciary Analyst - AIFA®
The Accredited Investment Fiduciary Analyst® (AIFA®) Designation training is the master’s level coursework to the AIF® Designation. Advisers who earn the AIFA® Designation are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.”
AIFA® Designation training is decidedly interactive. The course consists of team and individual exercises coupled with team presentations of exercise findings and conclusions. Over the course of the three-day training, our goal is to give you as much practical experience as possible so you are immediately prepared to apply what you have learned.
The program overview for this training, includes:
Our next AIFA training is scheduled to take place in Tauranga, New Zealand, on the 12-14 February, 2019. The course will be taught by Richard Lynch from Fi360 US. If you already hold an AIF® accreditation, and are interested in taking this course, please contact us for more information.
AIFA® Designation training is decidedly interactive. The course consists of team and individual exercises coupled with team presentations of exercise findings and conclusions. Over the course of the three-day training, our goal is to give you as much practical experience as possible so you are immediately prepared to apply what you have learned.
The program overview for this training, includes:
- The concept of a Global Fiduciary Standard of Excellence and the Leadership Quotient
- Legal issues and regulatory oversight review
- Global Fiduciary Precepts and Fiduciary Quality Management System
- International Organization for Standardization and Fi360’s ISO-like approach
- Assessments – their meaning and limitations
Our next AIFA training is scheduled to take place in Tauranga, New Zealand, on the 12-14 February, 2019. The course will be taught by Richard Lynch from Fi360 US. If you already hold an AIF® accreditation, and are interested in taking this course, please contact us for more information.