Beginning on January 1, 2019, Fi360 instituted an updated CE policy. The new policy requires 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 continue to include:
- Free monthly webinars
- Sessions at the annual Fi360 Conference
- Free sessions available in the CE catalog of the Designee Portal
As part of Fi360’s 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 is also 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 made this change:
As Fi360 is accredited 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:
Please note, although we are only accredited for our AIF® Designation from the American National Standards Institute, the AIFA® and PPC® Designations will also be subject to the new Continuing Education (CE) Policy Change.
Renewal Requirements with CE Policy Change
The following steps must be completed annually in order to retain the AIF® Designation (Starting in January):
- Accrue and report six (6) hours of continuing education (CE), a minimum of 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 remit payment of annual dues ($325)
The following steps must be completed annually in order to retain the AIFA® Designation (Starting in January):
- Accrue and report ten (10) hours of continuing education (CE), a minimum of 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 remit payment of annual dues ($325)
The following steps must be completed annually in order to retain the PPC® Designation (Starting in January):
- Accrue and report six (6) hours of continuing education (CE), a minimum of 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 remit payment of annual dues ($245)