The Accredited Investment Fiduciary (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.
The Chartered Plan Fiduciary Advisor (CPFA®/QPFC) Credential is the only one of its kind available to advisors today. The CPFA®/QPFC course is extremely rigorous and covers a wide range of advanced topics. By completing the CPFA®/QPFC, we have gained a strong understanding of how to effectively evaluate, design, implement, and manage an employer-sponsored retirement plan.