How difficult is the AIF designation?
Details: This designation is generally considered to be one of the most difficult and prestigious credentials in the financial industry, at least in terms of investment management. The academic requirements for this designation are second only to those for CPAs®.
How much does Fi360 cost?
Here are the details: $2400 – Yearly Subscription.
What is FirmPlus?
FirmPlus software is designed to make the life of retirement plan advisors and specialists easier and more efficient. With tons of features, including investment monitoring and analysis, fee analysis, lineup comparison and an advisor dashboard, FirmPlus helps you get things done.
How do I become an AIF?
26, 2021. Fi360. “AIF Designation.” Accessed Oct. 26, 2021.
Is an AIF a fiduciary?
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.
How much does the AIF Designation cost?
The AIF designation costs $325 for the first year’s dues. You’ll need to pay these dues on an annual basis and complete six hours of continuing education, four of which must be provided by Fi360 or one of Fi360’s approved providers, to keep your certification active.
What are defenses to breach of fiduciary duty?
In this circumstance, the trustee may want to raise certain equitable defenses to those claims, such as laches, ratification, waiver, and estoppel. Equitable defenses are appropriate for breach of fiduciary duty claims as fiduciary relationships originate in equity.
How long does it take to become an AIF?
The AIF Designation The training can be completed via an instructor-led virtual course, which includes five two-hour sessions, or an online self-paced program that can be completed over 90 days.
Is a CFP a fiduciary?
Unlike some financial advisors, all CFPs are held to a strict standard of fiduciary duty, meaning they must put your financial best interests ahead of their own.
What does Fi360 do for financial intermediaries?
Fi360 empowers financial intermediaries to use the Prudent Practices ® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.
What do you need to know about the Fi360 toolkit?
The Fi360 Toolkit™ is a web-based software solution that provides the analytical, management and reporting features investment professionals need to administer and document a prudent investment process. AIF ® Designation Go ahead, be a showoff.
Which is the best fiduciary certification in the world?
Fi360’s AIF ® Designation is named one of the four best financial certifications to hold by U.S. News. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower financial professionals with the knowledge they need to effectively serve all clients and grow their business.