AIF® Training
Accredited Investment Fiduciary® (AIF®)Training Program Training Dates TBA
Curriculum/Designation
The ACCREDITED INVESTMENT FIDUCIARY® (AIF®) Training is a two day classroom-based course, designed by fi360®, which covers all of the components of a comprehensive investment process and related standards of care. Successful completion of the programme prepares interested participants to take the AIF®examination online and enable them to earn the AIF®designation
Upon successful completion of the program, participants will be able to:
- Articulate the basis for, and benefits of, fiduciary standards of excellence.
- Identify when an individual or organization may be deemed to have fiduciary status.
- Identify the legal standards that require fiduciaries to prudently manage investment decisions.
- Apply the Practices that define a prudent investment process for Investment Stewards and Advisors and recognize the Practices for Investment Managers.
- Strengthen own or clients’ fiduciary policies and procedures.
- Become an Accredited Investment Fiduciary.
Who should become qualified?
- Trustees.
- Fund Sponsors.
- Fund Administrators & Directors.
- Investment Committee Members for.
- Retirement Plans.
- Foundations & Endowments.
- Legislators.
- Accountants.
- Lawyers.
- Investment Advisors & Consultants.
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