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Fi360 Pacific: Accredited Investment Fiduciary (AIF®) Program
March 9, 2020 @ 8:00 am - March 10, 2020 @ 5:00 pm NZDT
Accredited Investment Fiduciary (AIF®) 2-day Training Program
This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to:
- become an Accredited Investment Fiduciary® designee
- absorb the Fiduciary Prudent Practices and how to apply them
- understand the basis for, and benefits of, fiduciary standards of excellence
- identify when an individual or organization may be deemed to have fiduciary status
- strengthen your own and your clients’ fiduciary policies and procedures
The course covers practices and criteria organised under a four-step fiduciary quality management system.
Course fee: $1,900 + GST (NZD or AUD)
Discounts are available for groups, in-house training, existing AIF® Designees and Financial Advice NZ members.
The AIF® accreditation provides you with access to on-line learning and development resources.
Financial Advice NZ members will attain 12 structured CPD hours for attending AIF® training.
Further information on the AIF® Program can be found here .
If you are interested in attending, please contact Lisa Martell – lisa.martell@fi360.co.nz