Updated: March 10, 2025
An Accredited Investment Fiduciary Analyst® (AIFA®) is a professional designation awarded by Fi360, a Broadridge Company, to individuals who have demonstrated expertise in assessing and implementing fiduciary policies and procedures. This credential signifies a deep understanding of fiduciary responsibility, enabling designees to evaluate and enhance the fiduciary practices of investment stewards, advisors, and managers.
The AIFA® designation represents an advanced level of fiduciary knowledge, building upon the foundational Accredited Investment Fiduciary® (AIF®) credential. Professionals with the AIFA® designation are equipped to conduct comprehensive assessments of fiduciary practices, ensuring that organizations adhere to the highest standards of fiduciary care.
To obtain the AIFA® designation, candidates must:
Engaging with an AIFA® designee offers several advantages:
The AIFA® designation signifies a professional’s advanced capability in evaluating and enhancing fiduciary practices within investment-related organizations. Engaging with an AIFA® designee ensures that fiduciary standards are rigorously applied and maintained, benefiting both the organization and its clients.
Governing Body: The AIFA® designation is conferred by Fi360, a Broadridge Company.
What is the difference between the AIF® and AIFA® designations?
The AIF® (Accredited Investment Fiduciary®) designation provides foundational knowledge of fiduciary responsibility, while the AIFA® (Accredited Investment Fiduciary Analyst®) designation builds upon this foundation, focusing on the assessment and enhancement of fiduciary practices within organizations.
How does an AIFA® designee benefit an organization?
An AIFA® designee can conduct thorough evaluations of an organization’s fiduciary policies and procedures, identify areas for improvement, and assist in implementing best practices to ensure compliance and operational excellence.
Is the AIFA® designation recognized nationally?
Yes, the AIFA® designation is recognized across the financial industry as a mark of advanced expertise in fiduciary responsibility and assessment.
What are the continuing education requirements for AIFA® designees?
AIFA® designees are required to complete 10 hours of continuing education annually, with at least 8 hours from Fi360-accepted courses, to maintain their designation.
Can an AIFA® designee provide fiduciary assessments to any organization?
Yes, AIFA® designees are qualified to assess fiduciary practices across various organizations, including investment advisory firms, retirement plan sponsors, and other entities with fiduciary responsibilities.
Allan Slider is the Founder of FeeOnlyNetwork.com, a one-of-a-kind digital platform that elevates the visibility of fee-only financial advisors, individually and collectively. Fee-Only advisors are ONLY compensated by the client and NEVER make commission by selling financial products, or receiving kickbacks from brokerage firms. Allan is a consumer & investor advocate and a 20+ year veteran of online marketing for financial advisors.
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