What is the AIF® Designation?
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.
What is a CPFA® Designation?
The Certified 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.
What is a NQPC™ Accreditation?
The Nonqualified Plan Consultant (NQPC™) credential is developed by some of the nation's leading advisors and retirement plan experts.
The NQPC™ credential demonstrates knowledge, expertise, and commitment to working with nonqualified deferred-compensation and executive-compensation plans.
By completing the NQPC™, we demonstrate the knowledge required to advise employers on nonqualified plan design and plan financing.