The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation there are four requirements:

  1. Enroll in and complete the AIF® Training
  2. Pass the AIF® Examination
  3. One of the following combinations of education, industry experience, and/or professional development is required to meet the experience requirement for the AIF® Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry; a. Minimum of two (2) years of relevant experience; a bachelor’s degree (or higher); and a professional credential; b. Minimum of five (5) years of relevant experience; a bachelor’s degree (or higher) or a professional credential, or (c) Minimum of eight (8) years of relevant experience.
  4. Submit the application and dues

Included in the application are sections to attest to both the Code of Ethics and Conduct Standards. The Code of Ethics consists of the tenets of ethical conduct expected of all credential holders, while the Conducts Standards pertain to any past criminal and civil litigation, regulatory events, and personal and professional conduct.

AIF® designees must accrue a minimum of six hours of Continuing Education (“CE”) annually. The CE requirement is effective immediately upon attainment of the AIF® designation, and CE hours may be accrued from a variety of sources.