AIFA – Accredited Investment Fiduciary Analyst®
The AIFA (Accredited Investment Fiduciary Analyst®) is an advanced fiduciary designation issued by Fi360, a Broadridge company. It prepares professionals to conduct formal assessments of investment fiduciary practices using structured evaluation tools and benchmarking standards.
AIFA holders gain advanced skills in fiduciary process evaluation, investment policy review, and procedural benchmarking. The designation supports professionals in consulting, compliance, and institutional oversight roles. It complements credentials like CFA, CRMA, and CISA in governance and audit contexts.
Issuing Body: Fi360 (a Broadridge company)
Focus Areas: Fiduciary audits, investment policy evaluation, governance benchmarking
Insurance Relevance: Niche relevance; applicable in institutional risk, compliance, and fiduciary audit settings
Cost: Approximately $2,500 USD (includes training and designation fee)
Duration: Self-study plus three 2-hour virtual sessions (case-based)
Prerequisites: AIF® designation in good standing
Renewal: Annual renewal with continuing education required
