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Accredited Investment Fiduciary (AIF)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Fi360
Qualification and Training Requirements
Prerequisites

Candidates must meet one of the following requirements:

  • Minimum of two years of relevant experience plus a bachelor’s degree and a professional designation.
  • Minimum of five years of relevant experience plus either a bachelor’s degree or a professional designation.
  • Minimum of eight years of relevant experience.
Designation Training Requirements

Hybrid online/in-person blended, instructor-led, or online self-paced training courses available.
Designation Exam Type

Final closed book, proctored certification exam
Continuing Education Requirements

6 hours annually
Verification and Complaints
Online Designation Resource

Online at Professional Designee Search
Investor Complaint Process

Online at Designations Complaint Process
Published List of Disciplined Designees

None