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fi360 promotes a culture of investment fiduciary responsibility delivering the world’s best Training, Tools, and Resources for investment fiduciaries and other financial service providers.

Our solutions include educational programs, professional certifications, and software for investment analysis, reporting, and management.

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The updated Prudent Practices for
Investment Fiduciaries handbooks
are now available!

The ultimate guide to investment fiduciary responsibility
now includes revised Practices, additional practical
guidance, and updated legal substantiation.

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AIF Designees understand fiduciary standards of excellence and how they are applied to investment portfolios.
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The fi360 Toolkit for Advisors is online software for managing and documenting a prudent investment process. It contains analytical, reporting, and management features for both fiduciary and non-fiduciary investment professionals.
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Visit the fi360 blog for insights from OUR team of experts on the issues affecting investment fiduciary responsibility.

Including current developments in legislation/regulation/litigation, implementing the Prudent Practices, answering your fiduciary questions, weekly Fiduciary Links, and more.

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The Prudent Practices Have Been Updated - Learn More!

fi360 news

  • May 22, 2013

    The Prudent Practices handbooks have been updated. Updates include revisions to the Practices and Criteria, updated commentary, additional practical guidance, legal developments, and more. READ MORE

  • April 18, 2013

    The winner of the 2013 fi360 Article Competition has been announced. READ MORE

  • March 04, 2013

    We are now accepting entries to the 2013 Designee Article Competition. Winner receives $1,000 and published in AdvisorOne. READ MORE

  • February 26, 2013

    fi360 and AdvisorOne.com launch survey of financial advisors to gauge attitudes and trends on fiduciary issues. READ MORE

more news

From our Blog

  • May 20, 2013

    Fiduciary Links: Mary Jo White’s Honeymoon Short-lived? READ

  • May 13, 2013

    Fiduciary Links: Have you considered an advisory council? READ

  • May 08, 2013

    Financial Planners as Fiduciaries READ

  • May 06, 2013

    Fiduciary Links: FINRA Provides Notice to Stop Misleading Investors on REITs READ

  • April 29, 2013

    Fiduciary Links: What can we read into the SEC's assumptions regarding fiduciary rule making? READ

  • April 24, 2013

    On Transitioning My Children into Young Fiduciary Clients READ

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