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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, which is associated with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. “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.