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  2. Accredited Investment Fiduciary® (AIF®) Designation

Accredited Investment Fiduciary® (AIF®) Designation

Administered by fi360, the Accredited Investment Fiduciary® (AIF®) professional designation is the industry's first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.

AIF designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

To become an AIF® , you are required to meet the following initial certification requirements:

  1. Successfully complete a specialized program on investment fiduciary standards of care
  2. Pass a comprehensive exam on best practices of investment fiduciaries

Once you earn the AIF® marks (by meeting the criteria listed above), you must then meet the annual standards to continue using them.  The AIF ® certification must be renewed every year and you are required to:

  1. Accrue six hours of continuing professional education with at least four coming from fi360 produced sources (outlined in the section below)
  2. Attest to a code of ethics
  3. Maintain current contact information in fi360's designee database
  4. Remit $325 in annual dues

For additional information, please visit: http://www.fi360.com/main/designations_aif.jsp

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