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. The curriculum demonstrates how to reduce business risks through documentation of fiduciary practices and shows how to adopt a consistent and reputable process to increase business efficiency, effectiveness, and earning potential. The program will also help you meet your legal obligations by applying Broadridge Fi360 Solutions’ Prudent Practices® and investment procedures with your wealth, retirement and foundation and endowment clients.
Earn a special discount for online, virtual, and capstone classes. Simply email fi360sales@broadridge.com or call 866-390-5080 and mention you are an IWI member.
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The Fiduciary Focus ToolkitTM 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. Combining Broadridge Fi360 Solutions’ Prudent Practices®, flexible advisor controls, and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.
Earn a special discount for online, virtual, and capstone classes. Simply email fi360sales@broadridge.com or call 866-390-5080 and mention that you are an IWI member.
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Broadridge Fi360 Solutions provides fiduciary education, training and technology to help financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Broadridge Fi360 Solutions is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™, CEFEX and the Fi360 Fiduciary Score®. Fi360 was acquired by Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, in 2019.
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