Fi360 Training is the best way to learn a prudent investment process that covers all of your fiduciary responsibilities. Our training developed because the vast majority of fiduciaries receive little or no formal training and what little is provided is rarely comprehensive. Yet still, fiduciaries are required to demonstrate that portfolio assets are being prudently managed and sound investment practices are being followed.

Our designation training provides instruction towards earning the Accredited Investment Fiduciary Analyst™ (AIFA®) professional designation. The prerequisite AIF Training provides a unique comprehensive overview of fiduciary standards of excellence, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects. The AIFA Training builds on that foundation and prepares students to provide Fiduciary Assessments to institutions.

AIFA Training is a 3-day classroom course that prepares students to conduct fiduciary assessments on firms’ conformance to the Practices. These assessments may be performed as consulting arrangements or for CEFEX Certifications of adherence to Global Fiduciary Standards of Excellence. The AIFA program also addresses new audit requirements under the Pension Protection Act of 2006.