Gary P. Wagner, AIF®
About Gary Wagner's Professional Designation
Accredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.
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