Accredited Investment Fiduciary™ Program

The AIF® classroom program is a 2-day course designed to provide participants with the knowledge necessary to understand and implement a prudent investment process for investment stewards, advisors, and managers. Instructors from the Center for Fiduciary Studies teach participants the four steps that comprise the prudent process, as well as the Practices and Criteria necessary to fulfill each step.

The course instructs Investment Fiduciaries (defined as someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility) on how to fulfill their duties to a fiduciary standard of care. Divided into four major steps (Organize, Formalize, Implement, and Monitor), the Standard is defined by the twenty-two Prudent Practices for Investment Stewards and Investment Advisors. After completing the course, attendees will understand the legal and regulatory underpinnings of each of the Practices and be able to implement the Practices in real-life situations. All of this functions to create a greater understanding of duties among fiduciaries, standardize the investment process, and decrease the instances of negligence in the investment industry.

The course culminates with an accreditation exam for those wishing to obtain the AIF designation. In addition to passing the exam students must then submit the accreditation application with the annual dues to be awarded the designation.

Learning Objectives:

Upon successful completion of the program, participants will be able to:

• Articulate the definition of a fiduciary and the circumstances that determine when fiduciary responsibility is assumed.
• Identify the legal and regulatory underpinnings of the Prudent Practices for Investment Stewards and Investment Advisors.
• Articulate the purpose and functions of a Fiduciary Standard for Investment Stewards and Investment Advisors.
• Recognize and understand the Prudent Practices for Investment Managers.
• Explain the differences in the investment process across market segments.
• Apply the Prudent Practices for Investment Stewards and Investment Advisors in real business situations or in case studies involving investment fiduciary obligations.
• Evaluate circumstances that may entail fiduciary obligations to determine whether a fiduciary responsibility does in fact exist and, if so, what Prudent Practices for Investment Stewards and Investment Advisors would directly apply.
• Identify and access key sources of information that provide substantiation of the Prudent Practices and assistance in applying the Practices.
• Recognize and understand the steps in conducting a Fiduciary Assessment.

Training Faculty:

• Blaine Aikin, AIFA®, CFA®, CFP®, CEO of fi360
• Mary Catherine Campion, Ph.D., CFA, AIFA ®, President of Champion Capital Research
• Ross Fowler, AIF, Managing Director of fi360 (Australasia)
• Mario Giganti, CPA, CFP ®, AIFA, Managing Director of Azsure Fiduciary Services
• Duane E. Lee, II, AIF, CCTS, CTFA, CTA, CTOS, CFS, CRSP, CRP, CRIA, CFKA, CSOP, CRPS, CFI, CFSA, CFIRS, CRPC, CISP, CFSA, NTE, CRA, CRC, Executive Vice President of Cannon Financial Institute, Inc.
• Rich Lynch, AIFA, COO of fi360
• Don Trone, AIFA, President of the Foundation for Fiduciary Studies

Click here for bios of the training instructors.

Tuition for the AIF Classroom program is $1,950 (group rates are available) which includes the following products and services:

• Comprehensive desk reference manual (contains program slides, pertinent readings)
• Prudent Practices for Investment Fiduciaries handbook series, associated Self-Assessments of Fiduciary Excellence,
• Consultant-Assessments of Fiduciary Excellence, and Legal Memorandums.
• Complimentary 90-day subscription to the Fiduciary Analytics Gold Toolkit ($240 value)
• Related industry texts
• Customized USB drive pre-loaded with pertinent electronic files and documents that can be utilized once you return to your office
• Fiduciary placemat that includes The Periodic Table of Global Fiduciary Practices, Assessment Levels, and the
• Management of Investment Decisions reference guide
• Fiduciary Key Concepts Reference Card
• Continental breakfast and lunch
• Embroidered satchel

Register now for an AIF classroom program!

View the AIF Program agenda (PDF)

Learn More About:

• Additional benefits of the AIF classroom program
• AIF designation and the benefits of becoming an AIF designee
• Fiduciary Analytic’s tools available to you during your 90-day free trial
• Group rates available for the AIF classroom program