Accredited Investment Fiduciary® Training
AIF® Education Program
Accredited Investment Fiduciary Education Program
As the financial services landscape continues to evolve and grow in complexity, more clients are requiring their financial professionals to act as fiduciaries in order to earn and retain their business. 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. You’ll gain a fundamental understanding of the principles of fiduciary duties, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibilities.
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.
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Our enrollment team is here to help you choose the program that's right for you. We'll explain your options and support you through the enrollment process.
Frequently Asked Questions About Accredited Investment Fiduciary® Training
- Are looking to complete the training requirement to sit for the AIF® exam of the AIF® designation
- Are held to a fiduciary standard and require training to effectively apply an organized, prudent process for making informed and consistent investment decisions as fiduciaries
- Deal with specific areas where fiduciary standards are required, such as:
- Retirement plans under the Employee Retirement Income Security Act (ERISA) or a rollover of an ERISA plan to an IRA
- Public and private foundations plus endowments under the Uniform Prudent Management of Institutional Funds Act
- Private trusts under the Uniform Prudent Investor Act
- Public employee retirement systems under the Uniform Management of Public Employees Retirement Systems Act
- Investment advisors under the Investment Advisers Act of 1940
Other financial advisors can also benefit from the program because it provides a consistent, repeatable approach to investment management that enhances advisors’ business efficiency and effectiveness.
The AIF® Training is an open enrollment certificate program and does not have any academic prerequisites required for admission.
The Accredited Investment Fiduciary® certification is a designation administered by Fi360, a Broadridge Company. The designation ensures that individuals who manage assets have a strong understanding of the duty and principles needed to successfully act as a fiduciary.
No. The College’s AIF® Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. To receive the course certificate, students must complete the course's practice exam and score 70% or higher. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).
Successful completion of College’s education program satisfies the training requirement for candidates looking to sit for the Accredited Investment Fiduciary® (AIF®) exam of the AIF® designation. Ranked as one of the 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 mark 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 College for Financial Planning®—a Kaplan Company is an official education provider of the Accredited Investment Fiduciary® (AIF®) Training.
The College’s education program helps candidates looking to sit for the AIF® exam satisfy the training requirement of the AIF® designation.
For information on requirements to earn the AIF® designation, reference the AIF® candidate handbook.
You have 120 days from the date you are provided online access to complete the course. Expect to spend approximately 20 hours to complete AIF® Training.
After you complete AIF® Training, you must take the AIF® designation exam with Fi360 to earn the designation (the exam is given by Fi360).
The AIF® designation exam has 80 multiple-choice questions. All the questions are multiple-choice and the exam from Fi360 is graded immediately on completion. The passing score for the AIF® designation exam with Fi360 is 70%.
View Other Certificate Programs
The College offers other certificate programs to help financial professionals like you upskill and increase your knowledge to better serve clients.
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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.