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Enhance your expertise with our specialized Accredited Investment Fiduciary® (AIF®) curriculum. We uniquely extend this program, originally designed for licensed investment advisors, to include essential components for trust and fiduciary professionals. Master prudent investment practices, fiduciary responsibility, strategy development, due diligence, and performance monitoring. Prepare for the AIF® designation while broadening your skills across diverse financial service roles.

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.

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.

Recent studies reveal that 20% of Americans have engaged in cryptocurrency trading. Advisors, bankers, and trust professionals must understand key terminology and concepts, as well as the implications of crypto transactions and decentralized finance. Without this knowledge, they risk losing credibility with both current and prospective clients.

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.