Completion Form for Online CE Options taken from the 2009 fi360 Conference Sessions

Please take a few moments to complete the following form. Your comments will help us develop and maintain the fi360 Conference sessions and Continuing Education programs that are delivered to you in the future.

Note: Upon completion of this form you will be emailed a confirmation of the sessions you completed. You will need to retain that information in order to accurately report the session titles and number of hours on your next Renewal Application. For additional details, please read the Designation Renewal Guidelines and Continuing Education Requirements document linked here and also found within the Designee Portal at www.fi360.com.
Please enter your full name:
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Please indicate which sessions you listened to and provide an evaluation of the session:

AIF® Designees are required to complete six hours of CE annually. Of the six total hours, up to two hours may come from a relevant outside source of the designee’s choosing. In this case, he/she is required to listen to four conference recordings/Webinars from fi360.

AIFA® Designees are required to complete ten hours of CE annually. Of the ten total hours, up to four hours may come from a relevant outside source of the designee’s choosing. In this case, he/she is required to listen to six conference recordings/Webinars from fi360.

For additional details, please review the Designation Renewal Guidelines and Continuing Education Requirements.
GENERAL SESSIONS:
New Laws, More Regulations and Fiduciary Trends: Where Are We Going?
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Planning in Mayhem
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BREAKOUT SESSIONS:
Compliance Mythbusters: Proving and Dispelling the Greatest Myths of Regulatory Compliance
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Multiple-Asset-Class Investing: Is it still Relevant in Today's Market?
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A Prudent Expert Standard of Care: What now?
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Protecting Private Wealth: A Call To Action for Global Families, Trusted Advisors
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Problems and Opportunities in Managing Endowments for Nonprofits: Insight from the Commonfund Benchmarks Studies
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Becoming A Sought-After Media Expert: Leverage the Power of Public Relations
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Emerging Trends of Investment Committees
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Managing Risk with Improved Documentation and Business Practices
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Fiduciary Consulting: Business Models Built upon Prudent Practices
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Fee Benchmarking
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Unique Approaches to Servicing Clients with a Fiduciary Best Practices Viewpoint
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Ramifications of the Current Economic and Market Turmoil on Asset Allocations: Is it Now Time for Managed Accounts
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Ethics, Professionalism and the Economic Crisis
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Learning from over 120 CEFEX Assessments
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Why you need to be in the Cash Balance Business
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Reports of Target Date's Death Have Been Greatly Exaggerated--Analyzing the Success of Target Date Funds
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Fiduciary Participant Advice (PPA): Can it Work in Your Practice and How Do You Manage the Fiduciary Liability?
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Top 10 Tips for Marketing Your Financial Practice: Grow Your Business by Promoting Your Designation
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Behavior Gap
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Answers to 5 Liability Questions that Will Save You Money, Time & Headaches
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Will a Fiduciary Standard Survive Regulatory Reform?
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Active Intervention to Improve the Retirement Outcome
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From Process to Profits: How a Systematized Business Enables Fiduciary Excellence, Enhances your Value Proposition and Drives Revenue
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Ignorance is NOT Bliss: The Sad State of 401(k) Fee Disclosure and What you Must Do About It!
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1. Please indicate which fi360 Designation you carry:
AIF AIFA
2. Are you currently an fi360 Toolkit Subscriber?
Yes No
3. Please indicate which professional designation(s) you currently hold (select all that apply):
CFP® CFA CIMA CIMC CPA ChFC CLU Other - Use box below
4. What type of firm do you work for?
RIA
Broker/dealer
Fund Company
TPA/Record Keeper
Bank
Insurance Company
Legal Firm
Other -
5. What type of clients do you typically work with?
401k Plans
DB Plans
Individual Investors
Personal Trusts
Foundations/Endowments
Other -
6. Please select the most appropriate responses to the following statements about the sessions:
  Strongly Agree Somewhat Agree Somewhat Disgree Strongly Disgree
Topics are timely
Topics are appropriate for audience
Information is valuable
Met my overall expectations
Additional comments and/or suggestions regarding the overall selection of sessions:
7. Are there specific topics you would like to see in the future? If so, please indicate below.
8. Did you attend the 2009 Conference in Scottsdale, AZ?
Yes No
9. Do you plan to attend the 2010 fi360 Conference taking place May 5-7 in Orlando?
Yes No Not Sure
10. Do you have any suggestions for how we can continue to improve upon the value of your fi360 designation or national conference?
11. Do you have any additional comments?
I certify by pressing submit that I have viewed the CE sessions indicated above.

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