Accredited Investment Fiduciary (AIF®)

BankTrainingCenter.com offers Accredited Investment Fiduciary (AIF) training and certification courses for those individuals interested in earning the prestigious Accredited Investment Fiduciary designation.

The Accredited Investment Fiduciary designation demonstrates that a certificant has gained advanced training and competency in the subject of fiduciary responsibility. AIF® designees must complete a specialized program on investment fiduciary standards, then subsequently pass a comprehensive examination.

The designation signifies that those who follow the appropriate planning procedures will implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

With the importance placed upon fiduciary responsibility and suitability, the AIF was named one of the “Ten Most Wanted” designations in the investment industry by Financial Planning magazine.

Curriculum

The AIF program is offered in four distinct training formats: candidates may complete a 2-day Classroom-based Program (offered at several universities and training facilities across the world), a Web-based Program, and Custom or Capstone programs.

The various training formats cater to the needs of the busy professional, yet deliver the same curriculum. Each program culminates with an accreditation exam to obtain the AIF designation.

Examination Requirements

Candidates for the AIF designation will be required to take a 50-question multiple choice exam and will need a passing score of 70% or better.

Additional Requirements

Once accredited, AIF designees have the following obligations:

They must sign and agree to abide by a Code of Ethics

They complete appropriate continuing education requirements

They must submit an accreditation application with $325 in annual dues
Continuing Education Requirements

AIF designees are required to complete six hours of continuing education annually. Online continuing education modules for designees are included as part of one’s annual dues. Two hours may be fulfilled from outside sources.

Available Training Options

BankTrainingCenter.com offers multiple courses and training formats for earning the AIF® designation, including classroom-based and web-based training, so you can select the format that best fits how you learn.

To find AIF training to earn your Accredited Investment Fiduciary designation, choose one of the selections below or search under "Licensing/Designations" in the search box below for "AIF - Accredited Investment Fiduciary"

Find Seminars, Webinars, And Online Training In Your Area

Licensing

Earn your License quickly and easily!

Designations / Certifications

Improve your knowledge and industry standing!

Professional Development

Products & Services to help manage and grow your career!

BankTrainingCenter.com offers Accredited Investment Fiduciary (AIF)® training and certification courses for those individuals interested in earning the prestigious Accredited Investment Fiduciary designation!