Overview
Completion of AIF® training is required to attain the AIF® Designation. It is available from Fi360, as well as other qualified education providers. While Fi360 requires training as a prerequisite for certification, its own training is not an exclusive prerequisite when other training with equivalent outcomes exists. The certification is not easier to obtain or less expensive if using Fi360 training versus other qualified providers.
Current AIF® Training Providers
- Cannon Financial Institute
- College for Financial Planning® - a Kaplan Company
- Fi360
- Fi360 Pacific (MyFiduciary)
Cannon Financial Institute
Since its inception in 1961, Cannon Financial Institute has been a powerful educational resource for financial professionals, at all levels and roles.
Cannon’s staying power is a testament to its ability to adapt to change, consistently produce results, and ensure organizational and individual success. In addition, the company is valued for its wisdom, judgment, and understanding of the global wealth management landscape.
Most importantly, Cannon has stayed true to its core belief that every individual deserves sound advice and exceptional service.
Simply put, Cannon’s teaching methods work. It’s the results-driven approach and time-tested strategies that lead to long-lasting relationships with students and inspire them to come back for additional training or refer other professionals. Furthermore, students benefit from practical solutions they can start using immediately.
For more information, visit https://www.cannonfinancial.com/designations/accredited-investment-fiduciary.
College for Financial Planning® - a Kaplan Company
Founded in 1972, the College for Financial Planning®—A Kaplan Company provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which is now the world's most recognized and respected financial planning credential with more than 100,000 certified professionals. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 200,000 students have graduated from the College’s programs.
For more information about the College’s AIF® Training, visit https://www.kaplanfinancial.com/wealth-management/aif-designation-education-program, email enroll@cffp.edu or call 800-237-9990, option 3.
Fi360
AIF® training empowers financial professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Individuals who complete training and pass the exam can apply for the AIF Designation - a signal of credibility and distinction in the marketplace. Fi360 offers three types of AIF® Training: Self-Paced Online, Virtual Instructor-Led, and In-Person sessions.
For more information, visit https://www.fi360.com/what-we-do/learning-development/aif-training/.
Fi360 Pacific
Fi360 Pacific (MyFiduciary) is a firm that specializes in providing investment governance training and support to investment organizations in Australia, New Zealand and the Pacific.
Because the Prudent Practices® are relevant to fiduciaries and those who work with fiduciaries around the world, together we work to bring greater availability of Broadridge Fi360’s industry-leading training, designations, and certifications to the Asia-Pacific market.
To learn more about the fiduciary training, tools, and resources in the Pacific region, including legally substantiated, country-specific handbooks for New Zealand and Australia, please visit https://www.fi360.co.nz/training.html.