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