Training
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Develop your governance capabilities through globally recognised investment governance training.
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Our Training
We provide Fiduciary Education courses and in-house workshops, as well as on-line training. Our training programmes are used by a range of member bodies across Australia, New Zealand, and the Pacific Islands as well as a range of Adviser businesses and Trustees.
We offer training to best suit your organisation or professional development requirements, including:
We offer training to best suit your organisation or professional development requirements, including:
- Short workshops on fiduciary principles, primarily for committees.
- A 1-day Investment Fiduciary Essentials™ (FE) course.
- FE training tailored for Māori and Iwi Stewards, see opening slides of the course.
- Accredited Investment Fiduciary® (AIF) programme.
- Multi-day Fiduciary Master Classes to your organisational training needs.
- Coaching Courses on practical topics such as Integrating ESGC and Asking the right questions of your Providers.
- Online continuing education and resources (our material also includes resources we have developed for Māori investors).
AIF® Training
Accredited Investment Fiduciary® (AIF) Training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Students who have completed training may sit for the AIF® Exam and become a candidate for the AIF® Designation.
In the US, the Accredited Investment Fiduciary® is one of the top ten financial certifications to hold according to U.S. News.
It is now available in New Zealand, Australia and the Pacific through MyFiduciary - Broadridge training alliance.
It is now available in New Zealand, Australia and the Pacific through MyFiduciary - Broadridge training alliance.
What is AIF® Training?
A global best practice standard for advice processes and client care.
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an adviser or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
The AIF® Designation is accredited under an international standard by the American National Standards Institute Board. It is part of an elite group of professional designations that enjoy this recognition.
The initial AIF® training and continuing education for AIF® designees can be fully cross-credited to your CPD requirements.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
The AIF® Designation is accredited under an international standard by the American National Standards Institute Board. It is part of an elite group of professional designations that enjoy this recognition.
The initial AIF® training and continuing education for AIF® designees can be fully cross-credited to your CPD requirements.
AIF® Training Options
In-Person TrainingOur in-person, one-day classroom training course includes:
Price: $ 2000 + GST (AUD or NZD) |
VirtualOur live, instructor-led online course consists of five, two-hour sessions. It includes:
Price: $1800 + GST (AUD or NZD) |
OnlineOur Self-Paced Online course is available on demand to be completed within 90 days of purchase. It includes:
Price:$1600 + GST (AUD or NZD) |
Upcoming Training
Our next in-person training is in Queenstown on the 27th July 2023.
Discounts are available for early registrations and groups, or in-house training. Please contact us for more information and options for training in your area.
Steps to Become an AIF® Designee:1. Enrol and complete AIF® Training
2. Pass the AIF® Exam 3. Meet the experience requirements 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues |
Reasons to Become an AIF® Designee:
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If you would like additional information about our training, we’re here to help!