The Accredited Fiduciary Investment Manager® is a certification for professionals working in Fiduciary Investment Management activities in the financial services industry. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the fiduciary investment management field.
Why the AFIM®
For Individuals: The AFIM® demonstrates to executive management that you have the skills and knowledge to operate successfully at the highest level of this field. It gives you more visibility, shows commitment to your career, and sets you apart from others in the industry.
For Executive Management: The AFIM® demonstrates to clients, regulators, and others in your organization that your team has the skills and knowledge to operate at the highest level in the field. Having an AFIM® designee on your team will help position your organization as one that is committed to being at the forefront of the fiduciary industry.
For Regulators: The AFIM® is evidence of your ongoing commitment to comply and stay up-to-date with regulations. This designation serves as a common understanding of the concepts, rules, regulations, laws, and standard industry operating procedures.
Qualifications to apply for AFIM®
- Three years of industry experience and a four-year degree from an accredited college or university
OR - Five years of industry experience
Requirements to earn the AFIM®
- Complete Cannon's Fiduciary Investment Management School
- Complete the AFIM® application
- Submit a Letter of Recommendation
- Agree and sign the AFIM® Professional Ethics and Code of Conduct Standards
- Pay the AFIM® exam fee
- Pass the AFIM® exam
Anyone looking for some education in financial services, I highly recommend Cannon Financial Institute.
Larry can explain the most complex issues in a way that is fascinating and easy to understand. He is a star.
What a great resource Duane Lee is.