Prerequisites

AIF®

One of the following combinations of education, industry experience, and/or professional development is required to meet the experience requirement for the AIF® designation.  Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry.

  • Minimum of two (2) years of relevant experience; a bachelor’s degree (or higher); and a professional credential.
  • Minimum of five (5) years of relevant experience; a bachelor’s degree (or higher) or a professional credential.
  • Minimum of eight (8) years of relevant experience.

The remaining requirements are:

  • Enroll in and complete the AIF® Training
  • Pass the AIF® examination
  • Satisfy the Code of Ethics and Conduct Standards
  • Submit the application and dues

 

AIFA®

In addition to holding the AIF® designation, a minimum of eight (8) years of relevant experience is required to attain the AIFA® designation. Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry.

The remaining requirements are:

  • Enroll in and complete the AIFA®Training
  • Pass the AIFA®Assessment
  • Attest adherence to the Code of Ethics and Conduct Standards
  • Submit the application

 

PPC®

One of the following combinations of education, industry experience, and/or professional development is required to meet the experience requirement for the PPC® credential.  Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry.

  • Minimum of two (2) years of relevant experiencea bachelor’s degree (or higher); and a professional credential.
  • Minimum of five (5) years of relevant experience; a bachelor’s degree (or higher) or a professional credential.
  • Minimum of eight (8) years of relevant experience.

The remaining requirements are:

  • Enroll in and complete the PPC® Training
  • Pass the PPC® examination
  • Satisfy the Code of Ethics and Conduct Standards
  • Submit the application and dues
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