What is designation AIF?

What is designation AIF?

What is the AIF® Designation? The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

How long does it take to get AIF designation?

The AIF Designation A one-day course combines both classroom and web-based instruction, and the web-based program can be completed over 90 days.

How much is the AIF designation?

Price $1,950 The exam is administered online in coordination with a proctor. Fi360 has partnered with ProctorU to offer remote proctoring to AIF® Designation candidates.

Who issues the AIF designation?

The AIF® designation is put out by fi360.com. Currently three firm advisors have AIF® designations: David John Marotta, Bob Arms and Matthew Illian.

How can I get CDFA designation?

Candidates must pass with a 75% or higher to receive the CDFA designation. All exams are taken at a Pearson VUE testing center, which has locations across the United States and Canada. To find a testing center in your area, go to www.PearsonVue.com, search ‘IDFA,’ and then click ‘Find a Test Center.

What is the AIF exam like?

The proctored exam is a timed, closed-book assessment of the Prudent Practices and methodology, as well as their proper application. It consists of eighty (80) multiple choice questions with a time-limit of one hundred twenty (120) minutes. Re-testing is governed by the examination retake policy.

What can an AIF invest in?

Category I AIF are those funds that invest in start-ups or social venture funds, infrastructure funds, SME funds, and so on. The government or regulators consider this category of funds as socially viable or economically desirable.

Are AIF regulated by SEBI?

Part-A: SEBI Circular Regulation 15(1)(c) of the AIF Regulations applies to Category I and Category II AIFs and restricts such AIFs from investing more than 25% of their respective investible funds6 directly in an investee company or through investment in the units of other AIFs.

What is CDFA program?

State Water Efficiency and Enhancement Program CDFA awards grants to eligible projects that implement on-farm water irrigation systems that reduce energy use resulting in greenhouse gas (GHGs) emission reductions and water savings.

Is CDFA exam hard?

Being a CDFA isn’t for every advisor. It can be hard, emotional and stressful work. “However, the benefit is that the result of your involvement in a case may significantly improve the financial security for your clients in the long term, and they will greatly appreciate you for your involvement,” Levin says.

What is AIF in real estate?

Step 3: Name your attorney-in-fact (AIF) The AIF is the person who you will authorize to represent you for the duration of the real estate transaction. Responsibilities would be to reserve the unit, pay for it (with your funds) and read the contract.

What does AIF stand for in investment category?

What is the AIF ® Designation? The Accredited Investment Fiduciary ® (AIF ®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

What makes an AIF an accredited fiduciary?

Accredited Investment Fiduciary ® (AIF ®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. What is the AIF ® Designation?

What are the requirements for an AIF designation?

Full requirements and policies and procedures can be found in the AIF ® Candidate Handbook. Fi360 is committed to principles of impartiality and fairness with respect to decisions about an individual’s designation status. Learn more about our impartiality policy.

Why are AIF designees important in the investment industry?

AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

What is designation AIF? What is the AIF® Designation? The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. How long does it take to get AIF designation? The AIF Designation A one-day…