Pre-Event Workshop:

Accredited Investment Fiduciary® Training 

Accredited Investment Fiduciary® Training at Wealth@wor(k)!

Open to Financial Advisor attendees & non-advisor complimentary attendees of Sponsoring firms.

Sunday, October 15, 8am-4pm

Training + Wealth@wor(k) Registration-One Exclusive Rate: $795

Pre-Registration Required (select workshop when you register)

Deadline to Participate: September 30


Make the most of your conference attendance by adding in-person AIF® Training. Limited to just 50 professionals, you’ll be in a classroom setting gaining the fiduciary knowledge and tools needed to serve your clients’ best interests while successfully growing your business.

Students who have completed training may sit for the AIF exam and become a candidate for the AIF Designation - a signal of credibility and distinction in the marketplace. Fi360 is accredited by ANSI National Accreditation Board under international standard 17024 for the AIF Designation, making it part of an elite group of accredited designations recognized by FINRA.

What You'll Learn

  • Apply a sound investment-management process grounded in fiduciary best practices
  • Master the Prudent Practices® for Investment Fiduciaries – a start-to-finish investment process backed by legal substantiation
  • Identify legal standards and learn how to mitigate compliance risk
  • Increase practice efficiency and effectiveness

Additional Information 

  • You are responsible for completing the online modules within your training account prior to attending the class as well as scheduling the exam at your convenience with a remote proctor.
  • Pricing does not include first-year designee dues, $325, which will be charged after completing training and the exam.
  • Find more information on
  • Listen to testimonials from the  AIF Designee community
  • Call (866) 390-5080 for more information