Courses
Accredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) training is designed to help you understand and put in place "prudent investment practices" and how to apply them to your trust company/your trust department in order to demonstrate that you have sound investment fiduciary processes.
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- Available settings
- On-Campus, Online, 5 Days
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- School
- Investment
After completion of this training, participants are eligible to sit for the AIF® designation exam. Those seeking the AIF® designation may have to meet additional eligibility requirements.
Areas of Study Include: Introduction to the Fundamentals of Fiduciary Responsibility, Organizing a Client Engagement for Success, Formalizing an Investment Strategy, Implementing the Investment Strategy and Conducting Due Diligence, and Monitoring Investment Results, Fees and Providers
Related Courses
Fiduciary Investment Management I
Begin your journey towards AFIM® certification. Explore the foundations of investment products, securities markets, and investment analysis. Ideal for professionals new to fiduciary investment management or those seeking to formalize their knowledge. Cover key topics in securities marketplace, business cycles, and fiduciary investment principles.
Fiduciary Investment Management II
Advance your investment knowledge with global markets, alternative investments, and risk management strategies. Study behavioral finance, structured products, and annuities. Essential for experienced professionals and AFIM® certification. Prerequisite: FIM I or Personal Trust exemption. This course prepares you for the AFIM® designation exam, focusing on advanced strategies and fiduciary practices in investment management.
Unique and Hard to Value Assets
Master the administration of complex trust assets in this industry-exclusive course. Gain essential knowledge and skills for managing unique and hard-to-value holdings. Ideal for trust professionals seeking specialized expertise in non-traditional asset management. Enhance your ability to navigate challenging valuation scenarios.