Q. What do I need to bring to an AIF instructor-led training session?
- The Prudent Practices® for Investment Advisors handbook (received in your welcome packet)
- Note-taking supplies
- Photo I.D.
- A fully charged laptop or tablet (plus a battery backup) to take the exam
Q. How do I find and print receipts/invoices in my account?
- Login to your account here: https://www.fi360.com/app/security/login
- Click on your Account Icon in the upper right corner:
3. Toggle to the Orders Tab and choose the purchase that you need a receipt for.
4. The receipt will open, and you can Download a PDF or Print it.
5. If there is a Pending Payment due, you can complete the purchase using the Pay Now button with a credit card, or you can opt to Pay by Phone.