Designation
Accredited Fiduciary Investment Manager® (AFIM®)
Eligibility Requirements
A minimum of three years of experience in the industry and a four-year degree from an accredited college or university,
OR
A minimum of five years of total experience in the industry,
OR
An equivalency exemption from the AFIM® Board of Standards*
*Applicants may seek an exemption from the AFIM® Board of Standards. Common exemptions include applicants who:
- Hold a similar designation and are in good standing with the issuing organization
- Have significant relevant industry experience
- Are within 12 months of meeting the experience requirement (Cannon will hold the certificate until the experience requirement has been met)
- Have specific circumstances that may warrant further consideration
Application Requirements
AFIM™ candidates are required to:
- Complete an approved study program: Cannon's Fiduciary Investment Management School
- Submit a letter of recommendation from a senior official attesting to your qualifications for the certification, including your investment management experience
- Agree to uphold and accept the AFIM® Professional Ethics and Code of Conduct Standards
- Complete the AFIM® application
- Pay the AFIM® certification exam fee of $500.
Application
I hereby apply for the Accredited Fiduciary Investment Manager™ designation.
* (denotes a required field)
Accredited Fiduciary Investment Manager® (AFIM®)
Your Path to Become an AFIM®
Register today and explore our comprehensive curriculum further. It is designed to enhance your expertise and advance your career.
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.
Accredited Fiduciary Investment Manager® (AFIM®)
More from Cannon's Investment School
Have you completed your studies? Lifelong learning is essential in today's ever-evolving industry. Continue to advance your career and expand your expertise with our additional courses, designed to keep you at the forefront of your field and earn CE credits for your designations.
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.
Thriving in Volatile Markets
Hone strategies to guide clients through market turbulence. Learn proactive techniques and behavioral finance insights to manage relationships and reduce stress. Ideal for advisors seeking to enhance client retention during market declines. Earn a Certificate in Applied Behavioral Finance.
Certificate in Applied Behavioral Finance
Elevate your practice by becoming a Behavioral Coach and bridging the "behavior gap" in investing. Learn to identify investor biases, apply behavioral finance to asset allocation, and enhance client decision-making. Ideal for advisors seeking to differentiate their practice and increase client satisfaction.