CEFEX Advisor

Accredited Investment Fiduciary training

Accredited Investment Fiduciary® (AIF®) Training is the best way for investment fiduciaries to absorb the Prudent Practices, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. The AIF Training is available in two different program formats, each concluding with an examination in order to apply for and earn the AIF Designation.

Learning Objectives

Upon successful completion of the program, participants will be able to:

  • Articulate the basis for, and benefits of, fiduciary standards of excellence.
  • Identify when an individual or organization may be deemed to have fiduciary status.
  • Identify the legal standards that require fiduciaries to prudently manage investment decisions.

For more information on this comprehensive training program, please click here.

  • Apply the Practices that define a prudent investment process for Investment Stewards and Advisors and recognize the Practices for Investment Managers.
  • Strengthen own or clients' fiduciary policies and procedures.
  • Become an Accredited Investment Fiduciary.
For Investment Stewards...
Complaints

If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.

Contact

CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080

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