Completing the Designation Application

In order to attain and retain the AIF®, AIFA®, or PPC® designation, completion of the designation application is required. Information in the first three screens is saved from the previous submission. However, review of all information is strongly encouraged at the time of renewal to ensure accuracy.

Screen 1 – Background Info

This section allows for input of contact information, as well as any financial services-related credentials held.

 

 

Screen 2 – Education

This optional section allows for input of the highest post-secondary degree attained.

 

Screen 3 – Work History

This optional 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 fi360’s Professional Development staff, 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.

 

 

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