Accredited Investment Fiduciary Analyst™ Program

The AIFA® program is a 3-day course (agenda details) that 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. Upon conclusion of the AIFA program, participants will be equipped with the knowledge necessary to understand and implement the prudent investment processes for investment stewards, investment advisors, and investment managers, as well as perform a fiduciary assessment to verify or certify an entity's conformity to a "global fiduciary standard 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. Any person who attends an AIFA program must be a graduate of an AIFA (prior to May of 2006), AIF, or AFIM program.

Course Methodology:

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 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.

In addition to successful completion of the program, candidates for the designation must meet certain educational and/or work experience requirements. Check your eligibility to become an AIFA designee against the Prerequisite Matrix.

Click here to learn more about the AIFA designation and the benefits of becoming an AIFA designee

Learning Objectives:

The AIFA training will cover such topics as:

The “big picture”: Why an Investment Fiduciary Standard is needed, who benefits from the Standard, what benefits may be realized, and how conformance with the Standard is certified and periodically reassessed. ISO-speak: How the procedures used by fi360 and CEFEX will be consistent with those used in ISO standards. ISO certification model: fi360 and CEFEX will adopt the ISO approach whereby conformance with the investment fiduciary standard is verified by an AIFA designee and certified by CEFEX. Practices which constitute the certification criteria for the evaluation of Investment Stewards and Investment Managers.
Procedures for conducting certifications of Investment Stewards and Investment Managers.

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 AIFA Classroom program is $2,350 (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 and Consultant-Assessments of Fiduciary Excellence, and Legal Memorandums.
• Related industry texts
• Complimentary 90-day subscription to the Fiduciary Analytics Gold Toolkit ($240 value)
• Customized USB drive pre-loaded with pertinent electronic files and documents that can be utilized upon return to your office
• Customized fi360 padfolio which includes an Analyst notepad that is tailored to assist in your SAFE and CAFE assessments which require documentation of the notes that correspond to each assessment question
• 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