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Accredited Investment Fiduciary®
(AIF®) Training

AIF<sup>®</sup> Training with Fi360

Become a Certified Fiduciary.

  • GAIN BUSINESS EXPERIENCE AND CREDIBILITY
    Demonstrate you have the knowledge, skills and commitment to serve your clients as a fiduciary, always keeping their best interests as a priority.
  • FLEXIBLE TRAINING OPTIONS
    Choose from three learning paths; Virtual, Self-Paced Online or Blended Learning.
  • HOSTED BY BROADRIDGE FI360 SOLUTIONS
    Accredited by the American National Standards Institution (ANSI) for the AIF® Designation, part of an elite group of accredited designations recognized by FINRA.

SCHEDULE A DEMO or Call 800-233-2834
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Through the completion of this training, you’re eligible to earn the AIF® Designation and demonstrate you have the education, skills, and ethical standards to carry out a fiduciary standard of care and serve the best interests of your clients. The AIF® Designation was featured as one of the four best financial certifications by U.S. News & World Report.

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AIF® Training Features

Program Overview

  • Introduction to the fundamentals of fiduciary responsibility
  • Organizing a client engagement for success
  • Formalizing an investment strategy
  • Implementing the investment strategy and conducting due diligence
  • Monitoring investment results, fees and providers

Virtual Course

  • Fully online
  • Live, instructor-led learning
  • Includes five, two-hour live sessions
  • Exam administered online in coordination with a Proctor

Self-paced Online Course

  • Fully online
  • Completed on demand
  • 90-day timeline to complete course
  • Exam administered online in coordination with a Proctor

Blended Learning Capstone Course

  • Combination of online and classroom training
  • Classes available throughout the year and across the country
  • Exam administered at the end of the classroom portion

    SCHEDULE A DEMO or Call 800-233-2834

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