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| +442075513000 | EMEA |
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Earn your AIF® designation, AIFA® Designation, PPC® designation and/or CEFEX Firm-Level Certification from the experts who founded AIF training.
Gain valuable insight on practice management and fiduciary basics designed to help you grow prudently and efficiently.
Join the thousands of fiduciary experts who have earned AIF®, AIFA® or PPC® designations.
Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each learning and development solution is rooted in fiduciary best practices.
Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each learning and development solution is rooted in fiduciary best practices.
Go to the source: Fi360 launched the AIF® Designation and published Prudent Practices®, the original fiduciary handbook, with the American Institute of Certified Public Accountants (AICPA) in 2002.
Go to the source: Fi360 launched the AIF® Designation and published Prudent Practices®, the original fiduciary handbook, with the American Institute of Certified Public Accountants (AICPA) in 2002.
A selection of courses in fiduciary best practices, practice management and more.
AIFTM - Prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Successful completion earns their Accredited Investment Fiduciary® (AIF) Designation.
AIFATM – Equated to master’s level coursework beyond AIF, successful completion earns an Accredited Investment Fiduciary Analyst® (AIFA).
PPCTM - This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Successful completion earns the Professional Plan Consultant® (PPC) Designation.
FEA – Fiduciary Essentials® for advisors focuses on the basics of fiduciary roles and responsibilities for advisors managing qualified retirement plan programs and individual retirement accounts.
FEDC - Fiduciary Essentials® for Defined Contribution Plans is designed to help plans improve their fiduciary decision-making process while minimizing liability. This program includes content from, but not limited to, Anne Schleck, Rising Stars, Springboard, webinars and the fiduciary designation programs.
CEFEX – The CEFEX Firm-Level Certification is awarded to advisory firms that conform to the fiduciary best practices and required standards detailed by the Prudent Practices®. Certified firms must voluntarily submit their business practices to an annual assessment conducted by AIFA® Designees.
Automate and optimize trust and custody services from an experienced, independent custodian.
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Reduce errors and improve efficiencies with automated fund trading.
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Get the efficient fiduciary solutions that strengthen client relationships and win more business.
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Inform decisions, benchmark fees, rank vs. peers with the Fi360 Fiduciary Score—and more.
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Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |