In order to attain and retain the AIF®, AIFA®, or PPC® Designation, completion of the Designation Application is required. Information in the first three (3) screens is saved from the previous submission. However, review of all information is strongly encouraged at the time of renewal to ensure accuracy.
Please note, the first three (3) sections in this application are to make sure you meet our Designation Prerequisites.
Section One (Screen 1) – Background Info
This section allows for input of contact information, as well as any financial services-related credentials held. Please note, if you hold a Securities License, please input that in the 'Credentials Held' section.
Section Two (Screen 2) – Education
This optional section allows for input of the highest post-secondary degree attained. If you did not complete a college degree, please leave this empty.
Section Three (Screen 3) – Work History
This section allows for input of work experience accrued in the financial services, or related, industry.
Screen 4 – Conduct Standards
This section allows for responses to questions related to past criminal and civil litigation, regulatory events, and personal and professional conduct. Any affirmative responses will be reviewed by the Fi360 Designee Team, and may preclude an individual from attaining/retaining the AIF®, AIFA®, and/or PPC® Designations.
Screen 5 – Code of Ethics
This section allows for attestation to the tenets of ethical conduct required to attain and retain the AIF®, AIFA®, and/or PPC® Designations, and must be read and affirmed.
Finish the application and complete the rest of the renewal/reinstatement steps (unless already done so).