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Accredited Investment Fiduciary® Training - AIF® Education Program

$1,435.50$1,595
The Accredited Investment Fiduciary® (AIF®) Training empowers financial professionals like you with the fiduciary knowledge and tools needed to serve your clients’ best interests and continue to successfully expand your business. Learn more
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AIF-Go2026

AIF-Badge

Product Details

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.

FAQs About the AIF® Education Program

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Questions? Book an appointment. Our enrollment team will help you choose the right program and guide you through the entire process.

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*Source: U.S. News & World Report. 10 Best Financial Certifications. Available online at: https://money.usnews.com/financial-advisors/articles/best-financial-certifications.

The Accredited Investment Fiduciary® (AIF®) Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).

Fi360, a Broadridge Company, owns the certification mark AIF® which it authorizes use of by individuals who successfully complete initial and ongoing designation requirements.

Terms & Conditions: 10% off applies to Accredited Investment Fiduciary® (AIF®) Training only. All offers are for new enrollments only. To redeem online, enter code AIF-Go2026 at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins at 9:00 am CT October 1, 2026, and expires October 31, 2026, at 11:59 pm CT.