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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

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Minimum qualifications for the Accredited Investment Fiduciary® (AIF®):

The AIF Designation is currently offered and recognized by the issuing organization.  To receive the AIF Designation, the individual must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. The candidate must complete the web-based program or the Capstone program and pass the proctored closed book final exam.   In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and complete a minimum of six hours of continuing education.