Accredited Investment Fiduciary Analyst®

BUILDING RELATIONSHIPS BETWEEN INVESTORS AND ADVISORS RELY ON TRUST

That trust is built on a commitment by the advisor to act solely in your best interests.  But how can you be sure that the person you are entrusting not only embraces their commitment but is fully qualified to fulfill it?

Background research and client references will reveal an advisor's experience and reputation.  But one way you can quickly find out is to ask if the advisor is an investment fiduciary who has earned the Accredited Investment Fiduciary Analyst® (AIFA) Designation from the Center of Fiduciary Studies™, the standards-setting body of fi360, or if they are certified by CEFEX, the Centre for Fiduciary Excellence.

The Center for Fiduciary Studies is supported by a team of experienced investment practitioners, attorneys, educators, and other professionals.  The Center for Fiduciary Studies develops and maintains the Prudent Practices™ defined in their handbooks.  In addition, the Center is responsible for overseeing the body of knowledge that forms the basis for the AIFA curriculum, examination, continueing education and certifying qualifications. Based on the work of the Center for Fiduciary Studies, Fi360 offers the AIFA Designation Training programs and other fiduciary training programs. Fi360 also develops sophisticated fiduciary management tools for investment professionals that provide more efficient and effective implementation of the Prudent Practices.  In addition to training, designations, and tools, Fi360 offers a host of fiduciary resources including a blog, webinars, annual conference, and public advocacy for laws that promote greater transparency and accountability in the investment industry.