Beginning on January 1, 2019, Fi360 is instituting an updated CE policy. The new policy will require that no more than two hours of the continuing education requirement can come from sources that have not been reviewed and accepted by Fi360 and that come from an approved reporting source (i.e., they cannot be self-reported by the designee).
Accepted sources of CE will continue to include:
- Free monthly webinars
- Sessions at the annual Fi360 Conference
- Free sessions available in the CE catalogue of the Designee Portal
Earlier this year, Fi360 instituted a program for reviewing and accepting sources of continuing education from outside providers. Any organization or event that is part of our outside CE provider program will also be eligible as accepted CE.
You may still earn and self-report up to two hours of continuing education from non-vetted sources. Examples include authorship, teaching, or attending live events. Those sources must meet the requirement of acceptable topics per our continuing education policies.
Why we are making this change:
Fi360 is currently preparing for accreditation for our AIF® Designation from the American National Standards Institute. The ISO standard we must comply with requires our recertification requirements to be supportive of the jobs and tasks required to be an AIF® Designee (i.e., they must reinforce the Practices in the handbook). We also must have reasonable standards for ensuring the CE we are giving credit for are, in fact, meeting that standard. As part of our reviews of existing policies, it was the recommendation of the AIF® Scheme Commission and accepted by the Certification Oversight Committee to adopt a policy that ensured CE programs were within the scope of the Prudent Investment Practices and with reasonable assurances that the designee had completed the courses they were receiving credit for. As it was generally acknowledged that there were certainly valid sources of CE outside of sources known to Fi360, it was decided that allowing for two self-reported hours was also acceptable. See more details below:
AIF® Renewal Requirements with CE Policy Change
The following steps must be completed annually in order to retain the AIF® Designation (Starting in January):