Fiduciary Training & Certification

Raise your professional standing by mastering the prudent practices that ensure sound investment decisions aligned with the client’s best interest.

Establish your expertise with AIF®, AIFA®, and PPC® designations

Get certified
  • Earn your credentials from the experts who founded AIF Training
  • Take a systematic approach to fulfilling your fiduciary duty
  • Conform to fiduciary best practices with a CEFEX Firm- Level Certification
Grow your business
  • Deepen trust and relationships with current clients
  • Demonstrate added value to clients and prospects

Acquire new skills and advance your career

Course topics include fiduciary best practices, practice management and more.

Earn your Accredited Investment Fiduciary® (AIF) Designation

Learn ways to reduce risk and efficiently carry out your fiduciary responsibilities.

Become an Accredited Investment Fiduciary Analyst® (AIFA)

Get certified in performing fiduciary assessments of conformity to a "Global Fiduciary Standard of Excellence.”

Earn your Professional Plan Consultant® (PPC) Designation

Hone the skills to manage successful and compliant 401(k) plans.

Gain proficiency in fiduciary basics

Understand advisor fiduciary roles and responsibilities for managing qualified retirement plan programs and IRAs.

Improve fiduciary decision-making and liability reduction

Learn from content generated by Anne Schleck, Rising Stars, Springboard, webinars, and the fiduciary designation programs.

Establish firm-wide fiduciary excellence 

Join an elite group of advisory firms dedicated to conforming to the fiduciary best practices and required standards detailed by Prudent Practices®.

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What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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