Course ID: 22116 | Course Duration: 1 Day | CEUs: CFP?? Board, NASBA CPE Credits (for CPAs), CIMA (CIMC), PA CLE
Course Dates: 
 
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Accredited Investment Fiduciary Analyst (AIFA) Seminar Training Class

Course ID: 22116 		 
 
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Accredited Investment Fiduciary Analyst (AIFA) Seminar Training Seminar

The Accredited Investment Fiduciary AnalystTM Program instructs participants on how to assess conformance to a Global Fiduciary Standard of Excellence using an ISO-like assessment process. Topics include ISO overview, assessment procedures, and the Pension Protection Act.

Those who complete the program; pass the quizzes, exam, and case study exercise; and obtain the AIFA designation will be able to conduct formal assessments of the fiduciary practices of investment stewards, advisors, and managers as a consulting and/or CEFEX Certification engagement.

To learn more about the pursuit of the AIFA designation, click here.


AIFA program participants receive:
  • Comprehensive desk reference manual (contains program slides, pertinent readings)
  • Fiduciary handbooks
  • Legal Memoranda
  • Other industry texts
  • USB drive pre-loaded with pertinent files and documents
  • Fiduciary placemat and card
  • Breakfast and lunch

Program Times

Day 1: 8:30am to 5:00pm
Day 2: 8:30am to 5:00pm
Day 3: 8:30am to 3:30pm

Click here to see the full program agenda. 		 
     
     
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  Accredited Investment Fiduciary Analyst (AIFA) Seminar Training Course Dates and Locations  
     
  Course ID: 22116 | Course Duration: 1 Day  
     
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Start Date Price      Location/Event Details Register Online Request
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03/17/2009 $2,350.00    Pittsburgh, PA Register Online For The 03/17/2009 Event Request More Information   Register By Fax For The 03/17/2009 Event
07/07/2009 $2,350.00    San Francisco, CA Register Online For The 07/07/2009 Event Request More Information   Register By Fax For The 07/07/2009 Event
11/10/2009 $2,350.00    Celebration, FL Register Online For The 11/10/2009 Event Request More Information   Register By Fax For The 11/10/2009 Event
 
     
 
On-Site Training Bring this Accredited Investment Fiduciary Analyst (AIFA) Seminar training class in-house at your facility. Request More Information Request More Information On Accredited Investment Fiduciary Analyst (AIFA) Seminar
 
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