Designation
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.
Overview
The Accredited Investment Fiduciary® (AIF®) Training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Students who have completed training may sit for the AIF® Exam and become a candidate for the AIF® Designation.
Successful completion of the Accredited Investment Fiduciary® (AIF®) Training is a requirement to be eligible to sit for the AIF® exam and be a candidate for the AIF® designation.
Areas of Study
- 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
- Monitoring Investment Results
- Fees and Providers