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Accredited Investment Fiduciary Analyst (AIFA)

Accredited Investment Fiduciary Analyst (AIFA)


Searching for AIFA designation training? Then you've come to the right place!

ABTrainingCenter.com offers AIFA training and certification courses for those individuals interested in earning the prestigious Accredited Investment Fiduciary Analyst designation.

Administered by fi360, the Accredited Investment Fiduciary Analyst (AIFA®) professional designation is the first and only designation that focuses on the process of conducting fiduciary assessments. The designation is a symbol of ability and knowledge to advise clients of deficiencies in investment processes.

The Accredited Investment Fiduciary Analyst™ (AIFA®) designation not only signifies the same thorough knowledge of the prudent process for investment fiduciaries that the AIF designation represents, but also the ability to perform assessments of that process.

Their primary function is to perform, or assist in, assessments of an Investment Steward’s, Advisor’s, or Manager’s conformance to a Global Fiduciary Standard of Excellence. These assessments provide comprehensive measures of risk and trustworthiness of investment fiduciaries.

AIFA designees instantly become among the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.


Curriculum

The AIFA program is offered as a 3-day classroom-based program conducted at several universities and training facilities across the world.

The AIFA classroom program uses a traditional style of instruction, incorporating and encouraging class participation throughout the program. Team and individual exercises are part of the program structure as well as team presentations of exercise findings and conclusions. All class participation, including group and individual exercises, carry weight in the grading process.

The course focuses on the process of conducting fiduciary assessments. It addresses new audit requirements under the Pension Protection Act of 2006 and enables those who attain the AIFA designation to conduct assessments leading to Certifications of adhering to Global Fiduciary Standards of Excellence. Instructors teach participants the four steps that comprise the standard, the practices, and criteria necessary to fulfill each step, and the assessment techniques to verify conformity to the standard.

The course culminates with an accreditation exam for those wishing to obtain the AIFA designation. The evaluation of your success in the program is based on three main factors: AIFA quiz, the final exam, and participation.


Examination Requirements

Candidates for the AIFA designation will be required to take a 50-question multiple choice exam and will need a passing score of 70% or better.


Program Prerequisites

Any person who attends an AIFA program must be a graduate of an AIFA (prior to May of 2006), AIF, or AFIM program. In addition, candidates must meet certain other educational and/or work experience requirements, and one’s acceptance will be evaluated on a case-by-case basis.


Additional Requirements

Once accredited, AIFA designees have the following obligations:
  • They must sign and agree to abide by a Code of Ethics
  • They complete appropriate continuing education requirements
  • They must submit an accreditation application with $325 in annual dues

Continuing Education Requirements

AIFA designees are required to complete six hours of continuing education annually by some combination of the following:
  • Attending the annual conference
  • Attending online CE events produced by the Center (live or archived), included as part of one’s annual dues.
  • Attending pertinent events produced by sources outside the Center (maximum of 2 hours a year allowed)


Recommended Courses & Available Training Options

ABTrainingCenter.com offers the classroom program for earning the AIFA® designation.

Simply select any of the recommended course below, or search under "Licensing/Designations" in the search box thereafter for "AIFA - Accredited Investment Fiduciary Analyst".


Recommended Course(s): In-Person Seminars


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ABTrainingCenter.com offers AIFA® training and certification courses for those individuals interested in earning the prestigious Accredited Investment Fiduciary Analyst (AIFA®) designation.


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