Prerequisites & Initial Requirements
Accredited Investment Fiduciary® / Professional Plan Consultant® Designation
There are five requirements for attaining the AIF® or PPC® Designation:
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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. - 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.
- Enroll in and complete AIF® Training that satisfies AIF training requirements or PPC® Training that satisfies PPC® Training requirements
- Pass the Examination
- Satisfy the Code of Ethics and Conduct Standards
- 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:
- 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.
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and dues ($325)
AIFA® Designation
The following steps must be completed annually in order to retain the AIFA® Designation:
- 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.
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and dues ($325)
PPC® Designation
The following steps must be completed annually in order to retain the PPC® Designation:
- 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.
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and dues ($245)