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Designation Prerequisites & Requirements

  • Updated

Prerequisites & Initial Requirements

Accredited Investment Fiduciary® / Professional Plan Consultant® Designation

 

There are five requirements for attaining the AIF® or PPC® Designation:

  1. Experience Requirement: 
    One of the following combinations of education, industry experience, and/or professional development is required to meet the experience requirement for the Accredited Investment Fiduciary® (AIF®) Designation and/or Professional Plan Consultant® (PPC®) Designation.  Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry.
  2. Minimum of two (2) years of relevant experience; a bachelor’s degree (or higher); and a professional credential.
  3. Minimum of five (5) years of relevant experience; a bachelor’s degree (or higher) or a professional credential.
  4. Minimum of eight (8) years of relevant experience.
  5. Enroll in and complete AIF® Training that satisfies AIF training requirements or PPC® Training that satisfies PPC® Training requirements
  6. Pass the Examination
  7. Satisfy the Code of Ethics and Conduct Standards
  8. Submit the application and dues

 

All requirements must be met within one (1) year of passing the Examination. After one year, a candidate must retake and pass the exam to meet the examination requirement for certification.

 

Accredited Investment Fiduciary Analyst® (AIFA®) Designation

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

 

The remaining requirements are:

  • Enroll in and complete the AIFA® Designation Training
  • Pass the AIFA® Assessment
  • Satisfy the Code of Ethics and Conduct Standards
  • Submit the application

 

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), four of which must be delivered by Fi360 or one of Fi360’s approved CE providers.
  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), eight of which must be delivered by Fi360 or one of Fi360’s approved CE providers.
  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), four of which must be delivered by Fi360 or one of Fi360’s approved CE providers.
  2. Satisfy the Code of Ethics and Conduct Standards
  3. Submit the application and dues ($245)

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