Center for Fiduciary Studies
Stetson at Celebration is pleased to host the Center for Fiduciary Studies. The Center was established as the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management. The Center provides training to help investment fiduciaries and professionals understand the intersection between their responsibilities and the investment process. Programs at the Center support the AIF™ and AIFA™ professional designations.
Who delivers this program:
- The only national entity to define and substantiate specific investment fiduciary practices that are applicable to investment advisors, trustees, and investment committee members.
- The first research and training center in the country focused solely on the subject of investment fiduciary responsibility, and we provide training programs that support the only professional designations based on investment fiduciary standards of care: AIF™ (ACCREDITED INVESTMENT FIDUCIARY™) and AIFA™ (ACCREDITED INVESTMENT FIDUCIARY AUDITOR™).
- An applications development firm that builds sophisticated Web-based tools for trustees and investment advisors based on defined fiduciary standards of care, and we provide investment advisory services based on the fiduciary standards for a select client base.
- Recognized industry experts on the subject of investment fiduciary responsibility.
Take this Fiduciary Aptitude Quiz to see if you need fiduciary training.
Program Dates:
| 2007 Dates
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Program
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Begins
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Ends
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Tuition
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| 2008 Dates (T)
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Program
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Begins
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Ends
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Tuition
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| Mar 3-4
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AIF™
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Mar 3 at 08:00 a.m.*
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Mar 4 at 5:00 p.m.
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$1950
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| Mar 5-7
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AIFA® Transition
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Mar 5 at 08:00 a.m.*
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Mar 7 at 05:00 p.m.
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AIF Grads: $1900
AIFA Grads: $500
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* The program actually starts with a breakfast beginning at 7:15 a.m.
It may be possible for program costs to be paid from plan assets; consult your legal advisors.
Reserve space now!
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