Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® (AIF®)

The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six
hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.

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Mark Fissel, partner and cofounder of Beacon Hill Investment Advisory, earned the AIF® Designation from the Center for Fiduciary Studies in 2014. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.  The AIF® educational rigor and process show the commitment that Mark has made to the employee benefits industry and to his clients.

About fi360

1Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.