AIF Capstone Program - University of Pittsburgh - Pittsburgh, PA

University of Pittsburgh

Alumni Hall
Pittsburgh, PA -

Accredited Investment Fiduciary^® Capstone Program at The University of Pittsburgh

Accredited Investment Fiduciary® (AIF®) Training is the best way for investment fiduciaries to absorb the Prudent Practices, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. The AIF Capstone program format combines a day of face to face instruction with access to our web-based AIF program. Students complete coursework online and attend a scheduled, one-day training that offers students an opportunity to discuss course concepts with instructors and fellow students. The day concludes with an examination in order to apply for and earn the AIF designation.



Click here for more information about the AIF Capstone Program including:

• A more in-depth course description and program agenda


• Curriculum overview and learning objectives


• Fi360 faculty biographies


• AIF designation information


• Continuing Education details

About the training Center:




Alumni Hall

4227 Fifth Avenue

Pittsburgh, PA 15260

Phone: 412-648-1600

Classroom: 531 Mellon Hall (5th floor of Alumni Hall)



The Center for Executive Education in the Joseph M. Katz Graduate School of Business' Alumni Hall is Fi360's original training site. This is one of the nation's premier educational facilities, boasting a magnificent setting for many fundamental and cutting-edge executive education programs. Alumni Hall is a nine-story limestone building constructed in 1914 -1915, and is situated along Oakland's stately Fifth Avenue corridor within the area's Cultural District.






Upon registration you will receive the following:

• An email from Fi360 with information about how to access the online portion of the program and login information.


• A registration packet that includes welcome information: directions and hotel information specific to the training location


• Prudent Practices handbooks for Investment Stewards, Investment Advisors, and Investment Managers; Self-Assessments of Fiduciary Excellence (SAFE) questionnaires for Investment Stewards, Investment Advisors, and Investment Managers; Legal Memoranda; and the fiduciary reference card and placemat.


• Instructions to self-register for your complimentary access to Platinum Toolkit - Student Version.
  

Tuition for the AIF Capstone program includes the following products and services:

• Prudent Practices for Investment Fiduciaries handbook series, associated Self-Assessments of Fiduciary Excellence, Consultant-Assessments of Fiduciary Excellence, and Legal Memorandums.


• Trial access to fi360's Tools


• Related industry texts


• Fiduciary placemat that includes the Periodic Table of Global Fiduciary Practices, Assessment Levels, and the Management of Investment Decisions reference guide


• Fiduciary Key Concepts Reference Card


• Access to digital versions of pertinent electronic files and documents that can be utilized in your office immediately.


• Binder containing comprehensive desk reference manual (contains program slides, and pertinent readings)


• Lunch


• Embroidered satchel