Accredited Investment Fiduciary® Training - AIF® Education Program

As an official education provider of AIF® Training, the College’s program helps candidates looking to sit for the AIF® exam satisfy the training requirement of the designation. Ranked as one of the 10 best financial certifications by U.S. News & World Report*, the AIF® certification mark is owned by Fi360, a Broadridge Company, which authorizes the use of the designation by individuals who successfully complete initial and ongoing designation requirements. For information on requirements to earn the AIF® designation, reference the AIF® candidate handbook.

The online program covers the following topics:

• Organize: Fiduciary roles and responsibilities are clearly documented and defined
• Formalize: The Investment Policy is consistent with the objectives of the portfolio and the risk and return assumptions
• Implement: Decisions regarding investments and services are implemented in accordance with the duties of loyalty and care
• Monitor: The portfolio is monitored regularly to ensure consistency with benchmarks and overall objectives
• Course Recap and Review

Completion of the Accredited Investment Fiduciary® Training can also help you fulfill continuing education (CE) requirements:

• If you are a CFP® professional, the program qualifies for 7 CE hours for CFP® certification renewal.
• If you currently hold a professional designation from the College, the program helps fulfill 7 CE credits as part of the renewal of your current designation.

Choose between OnDemand and Live Online classes to complete your program. The program is offered as Live Online classes at certain times of the year or OnDemand classes that you can begin at any time. Your online learning platform will guide you through all your course-related activities, including reading assignments, recorded video lectures, module quizzes, and practice exam. Expect to spend approximately 20 hours to complete AIF® Training.