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Fiduciary Services

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, making the designation part of an elite group of accredited designations recognized by FINRA.

What is a CPFA® Designation?

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.