Ongoing Requirements

AIF® Designation

The following steps must be completed annually in order to retain the AIF® designation:

  1. Accrue and report six (6) hours of continuing education (CE)
  2. Satisfy the Code of Ethics and Conduct Standards
  3. Submit the application and dues ($325)

AIFA® Designation

The following steps must be completed annually in order to retain the AIFA® designation:

  1. Accrue and report ten (10) hours of continuing education (CE)
  2. Satisfy the Code of Ethics and Conduct Standards
  3. Submit the application and dues ($325)

PPC® Designation

The following steps must be completed annually in order to retain the PPC® designation:

  1. Accrue and report six (6) hours of continuing education (CE)
  2. Satisfy the Code of Ethics and Conduct Standards
  3. Submit the application and dues ($245)

General

The renewal cycle is established by the credential award date, rather than a calendar year.

Continuing Education (CE)

CE must be accrued and reported each year to retain your designation. The CE requirement is effective immediately upon attainment of the designation, and CE hours may be accrued from a variety of sources and activities (see CE policy). Designees must complete new (unique) hours of CE each reporting period. CE modules may not be repeated. All CE is subject to audit by, and final approval from, Fi360.

Application

The renewal application must be reviewed and updated in order to retain any Fi360 designation. Any changes in contact information, work history, or education should be noted, and attestations to the Conduct Standards and Code of Ethics are required.

Dues

The non-refundable dues are required annually in order to retain any Fi360 designation. Along with the other ongoing requirements, the dues must be remitted prior to expiration of the designation’s active status. Late payments are subject to a non-refundable reinstatement fee. An extended period of lapse will result in additional reinstatement requirements (see Reinstatement policy).

Audit 

Fi360 randomly audits 5% of new and renewing designation applications. Upon submission, an audit may be conducted to ensure compliance with, and maintain the integrity of, the designation-granting process. Individuals who are selected for a random audit will be notified as such, and will have ten (10) business days from the date of the request to respond with any requested documentation.In the event any deficiencies are determined, individuals will have thirty (30) days to correct them (e.g., report additional CE hours).

Examples of requested documentation may include proof of graduation (e.g., copy of diploma, transcript) from an educational institution, proof of employment, letter of good standing for a professional designation/license, and past criminal and civil litigation, regulatory event, and financial bankruptcy records.

Another type of audit is one by an affirmative response to a question within the Conduct Standards Questionnaire. If an applicant submits a violation of the Conduct Standards, the audit is subject to the Qualification and Complaint Procedure and could take up to 30 calendar days to complete.  

Renewal Notifications


Renewal notices are provided beginning two months prior to expiration of the designation’s active status. Because the primary method of contact is email, the domain ‘Fi360.com’ should be “whitelisted” to prevent notices from being caught in an email filtering system. Equally important is maintenance of current contact information, especially email address, to facilitate correspondence with Fi360.

Failure to Renew

If the renewal process is not completed by the last day of the month in which your designation expires, all rights and privileges associated with an Fi360 designation – including use of the licensed trademarks – must be relinquished immediately. Reinstatement following failure to renew is subject to a non-refundable reinstatement fee.

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