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.
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.
The Nonqualified Plan Advisor (NQPA™) credential is developed by some of the nation's leading advisors and retirement plan experts. The NQPA™ credential demonstrates an advisor's knowledge, expertise, and commitment to working with nonqualified deferred-compensation and executive-compensation plans. By completing the NQPA™, we demonstrate the knowledge required to advise employers on nonqualified plan design and plan financing.