--- title: Exclusive Fiduciary Training Offer for WiPN description: Come along on a fiduciary journey. Hear directly from AIF® designees to see how holding the credential has contributed to their business. --- [Skip to content](https://3070390.hs-sites.com/en/wipn-0#main-content) # Fiduciary training at an exclusive rate A special offer for the WIPN community. ## Get to know the community 0 + active AIF® designees upholding fiduciary excellence. 0 % of class attendees would recommend this course to others. 0 % of designees say holding the AIF® has helped grow their business. ## Receive 75% off AIF® designation training by using discount code WIPNAIF Broadridge helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets through its Accredited Investment Fiduciary® (AIF®) training program. WIPN understands the importance of such training and therefore has a special agreement with Broadridge to provide you with exclusive enrollment pricing. [HOW TO ENROLL ](https://3070390.hs-sites.com/en/wipn-0#WiPN-next-step)   Hear Michele Sarna from Beacon Pointe Advisors describe why being an AIF Designee holds a higher standard.     Hear Lindsay Glassman, Sr. Investment Consultant from Landmark Wealth Management, talk about the impacts of the AIF® Designation and how she could pursue the designation while working full-time.   ### What is AIF® training? Accredited Investment Fiduciary® (AIF®) training prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Participants learn how to properly conduct due diligence and formalize an investment strategy so they can demonstrate to clients and prospects that their best interests always come first. Students who have completed training may sit for the AIF® exam and become a candidate for the esteemed AIF® designation. Fi360 is accredited by ANSI National Accreditation Board under international standard 17024 for the AIF® designation, making it part of an elite group of accredited designations recognized by FINRA ![T&C - Why AIF Training - Slide 1](https://3070390.hs-sites.com/hubfs/T%26C%20-%20Why%20AIF%20Training%20-%20Slide%201.png) ![Screenshot_21-10-2025_1338_www-dev.broadridge.com](https://3070390.hs-sites.com/hs-fs/hubfs/Screenshot_21-10-2025_1338_www-dev.broadridge.com.jpeg?width=482&height=360&name=Screenshot_21-10-2025_1338_www-dev.broadridge.com.jpeg "Screenshot_21-10-2025_1338_www-dev.broadridge.com") ### Reasons to earn the AIF® designation - Reduce your compliance, litigation and reputation risks by applying Fi360’s Prudent Practices® and investment procedures to client relationships. - Grow your business with wealth management, retirement and nonprofit clients as a fiduciary specialist. - Differentiate yourself from other financial professionals in the marketplace. - Gain access to professional development resources to help you stay current, compliant and competitive. - Earning Continuing Education credits for other designations, like for the Certified Financial Planner (CFP®) designation. - Join an elite global professional community raising the standard in financial services. [Read one designee's story](https://3070390.hs-sites.com/hubfs/_Broadridge/AIF%20Assets/0400002_AM_AIF-Training-CaseStudy_FY25.pdf?hsLang=en-us) → ### The AIF® designation was ranked as one of the top ten financial certifications by U.S. News & World Report. [Read the article ](https://money.usnews.com/financial-advisors/articles/best-financial-certifications) ### Take the next step There are training options to fit your needs and learning style. Plus, the training can also earn you [continuing education (CE)](https://fi360.zendesk.com/hc/en-us/articles/212523258-CE-Request-Forms-for-Fi360-Training) credits for other designations like the CFP®: [![Group](https://3070390.hs-sites.com/hs-fs/hubfs/AIF%20Conversions%20Workflow/Group.png?width=51&height=50&name=Group.png "Group")](https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog) #### Self-paced online On-demand curriculum for completion within 180 days of purchase. Discounted price: $398 (75% off retail price of $1,595*) [Register now →](https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog) ![virtual training](https://3070390.hs-sites.com/hs-fs/hubfs/virtual%20training.png?width=52&height=50&name=virtual%20training.png "virtual training") #### Instructor-led virtual Five days of two-hour sessions in a virtual classroom setting. Discounted price: $487 (75% off retail price of $1,950*) [Register now →](https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog) [![Training Badge Thicker](https://3070390.hs-sites.com/hs-fs/hubfs/Training%20Badge%20Thicker.png?width=62&height=50&name=Training%20Badge%20Thicker.png "Training Badge Thicker")](https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog) #### Blended learning A combination of self-paced online and in-person classroom training. Discounted price: $487 (75% off retail price of $1,950*) [Register now →](https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog) Enroll today ### Check out our upcoming classes [View the calendar](https://www.broadridge.com/hub/fiduciary-governance-solutions/event-calendar) for upcoming instructor-led classes. You can enroll today by creating an account on [www.fi360.com/app](https://www.fi360.com/app/security/login) and launching the Learning & Development application. Be sure to use the exclusive code: **WIPNAIF**. You may also email [fi360sales@broadridge.com,](mailto:fi360sales@broadridge.com)[mailto:fi360sales@broadridge.com](mailto:fi360sales@broadridge.com)call (866) 390-5080, or complete the form below and someone will assist you. [![T&C - Hero Image](https://3070390.hs-sites.com/hs-fs/hubfs/T%26C%20-%20Hero%20Image.png?width=356&height=200&name=T%26C%20-%20Hero%20Image.png "T&C - Hero Image")](https://www.broadridge.com/hub/fiduciary-governance-solutions/event-calendar) ### Limited time offer The 75% discount is only valid to WIPN members through March 31, 2026. Broadridge and WIPN are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, or firm. HERE TO HELP ## Contact us Do you have questions, or would you like to learn more? Please complete the form below and a representative will be in touch soon. ✉️ [fi360sales@broadridge.com](mailto:fi360sales@broadridge.com) ☎️ (866) 390-5080 ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://3070390.fs1.hubspotusercontent-na1.net/hubfs/3070390/Broadridge/Testimonial%20Videos/client_testimonial_-_aif%C2%AE_designee%20(Original)%20(1).mp4", "dateModified" : "2026-03-10T22:50:23.635Z", "duration" : "PT1M30.155S", "height" : 2160, "name" : "client_testimonial_-_aif®_designee (Original) (1)", "thumbnailUrl" : "https://api-na1.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/91669745979?portalId=3070390&size=medium", "uploadDate" : "2022-11-14T22:07:17.685Z", "width" : 3840 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://3070390.fs1.hubspotusercontent-na1.net/hubfs/3070390/Broadridge/Testimonial%20Videos/client_testimonial_-_aif%C2%AE_designee%20(Original).mp4", "dateModified" : "2026-03-10T22:50:02.964Z", "duration" : "PT1M52.939S", "height" : 2160, "name" : "client_testimonial_-_aif®_designee (Original)", "thumbnailUrl" : "https://api-na1.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/91671366451?portalId=3070390&size=medium", "uploadDate" : "2022-11-14T22:15:25.919Z", "width" : 3840 } ```