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AIFA Accreditation

What is an Accredited Investment Fiduciary Analyst?

According to Fi360, “Accredited Investment Fiduciary Analyst™ designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.

An AIFA® designee’s primary function is to perform, or assist in, assessments of an Investment Steward’s, Advisor’s, or Manager’s conformance to a Global Fiduciary Standard of Excellence using Fi360′s ISO-like procedure of assessment. AIFA® designees possess the ability and knowledge to advise clients of deficiencies in investment processes. It is also the required mark to perform a CEFEX Fiduciary Certification, the independent recognition of a fiduciary’s conformity to all fiduciary Practices and Criteria.”

FiduciaryPath’s Founder Kathleen M. McBride an Accredited Investment Fiduciary Analyst with The Center for Fiduciary Studies. “Only those who have earned the AIFA® Designation are formally recognized by the Center for demonstrating a full understanding of how to implement those processes to help institutional clients fulfill their fiduciary obligations.” – Fi360

Completing two rigorous programs and comprehensive examinations, McBride earned the Accredited Investment Fiduciary (AIFA) designation in 2012 and the prerequisite Accredited Investment Fiduciary Analyst (AIF®) designation in 2010.

AIFA® Code of Ethics.