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Fiduciary training at an exclusive rate

A special offer for the WIPN community.

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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.

 

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

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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 →

The AIF® designation was ranked as one of the top ten financial certifications by U.S. News & World Report.

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) credits for other designations like the CFP®:
Group

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 →

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 →

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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 →

Check out our upcoming classes

View the calendar for upcoming instructor-led classes. You can enroll today by creating an account on www.fi360.com/app and launching the Learning & Development application. Be sure to use the exclusive code: WIPNAIF.

You may also email fi360sales@broadridge.com, call (866) 390-5080, or complete the form below and someone will assist you.
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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.

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

☎️ (866) 390-5080