AIF – Accredited Investment Fiduciary®
The AIF (Accredited Investment Fiduciary®) is a fiduciary-focused designation issued by Fi360, a Broadridge company. It equips financial professionals with the knowledge and tools to apply fiduciary standards of care in investment oversight, retirement plan consulting, and advisory roles.
AIF holders demonstrate expertise in fiduciary principles, prudent process, investment due diligence, and regulatory alignment. The designation supports professionals in retirement plan advisory, investment committee consulting, and fiduciary governance. It complements credentials like CRPS, CPFA, and CFP in retirement and investment domains.
Issuing Body: Fi360 (a Broadridge company)
Focus Areas: Fiduciary duty, investment oversight, prudent process, retirement plan governance
Insurance Relevance: Moderately relevant; valuable for professionals advising on group retirement plans and fiduciary compliance
Cost: Approximately $1,950 USD (includes training and first-year designation fee)
Duration: 10–15 hours (self-paced online or instructor-led formats)
Prerequisites: No formal prerequisites; financial services experience recommended
Renewal: Annual renewal with 6 CE hours required
