AIF designation ensures that individuals responsible for advising on investor assets are well-versed in fiduciary duties. Credit: Matej Kastelic/Shutterstock.

College for Financial Planning, a Kaplan company, has introduced a new Accredited Investment Fiduciary (AIF) Training programme, targeting financial professionals aiming for the AIF designation.   

Fi360, a Broadridge company that owns the AIF designation, has selected the college as an official education provider.  

Related Company Profiles

View all

The company is accredited by the ANSI National Accreditation Board under the international standard 17024 for the AIF designation.  

It has endorsed the college’s programme for fulfilling the training requirement necessary for candidates to sit for the AIF exam.   

Broadridge’s Fi360 head John Faustino said: “We see the AIF as a great ‘first’ designation due to its high credibility and relative low time commitment to achieve.  

“The College is well positioned to help address growing AIF training demand from wealth advisors and other financial professionals.”  

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

AIF designation is claimed to ensure that individuals responsible for managing or advising on investor assets are well-versed in fiduciary duties, standards of conduct, and the processes required to uphold fiduciary responsibilities.  

Fiduciary training provides financial professionals the knowledge and tools needed to implement a structured and prudent decision-making process.   

This process helps in making informed and consistent investment decisions that align with clients’ best interests as fiduciaries.  

College for Financial Planning president Dirk Pantone said: “Through premier student-centered education like our AIF training, the College continues to advance the field of financial planning by empowering our students to make a difference in their clients’ lives and thrive in their own careers.  

“The College is incredibly excited to continue this commitment by helping financial professionals earn their AIF designation, which lets consumers know that their interests will take top priority.”  

In March 2021, Kaplan partnered with Gleim Exam Prep to provide accounting exam review resources to all of Kaplan’s current and future enterprise customers.