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Fidelity Special Offer

Special offer for Fidelity Custody & Clearing Clients

Special offer for Fidelity Custody & Clearing Clients

The passing of the DOL Conflicts of Interest rule has changed the future of financial advice forever, and Fi360 is
here to help. Fi360 and Fidelity are proud to announce a partnership in order to provide you with industry leading
training and tools to help you adapt and flourish in the new fiduciary world.

Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’
assets. Since 1999, Fi360 has been providing innovative solutions to financial advisors, including the AIF®
designation training programs and the Fi360 Toolkit™ software.

With extensive education, certification, software, and practice management offerings, Fi360 is a one-stop shop
equipped to provide individuals and organizations with the training, tools, and resources necessary
to grow
profitability while mitigating compliance risk.

Through a special relationship with Fi360, you now have access to many of Fi360’s industry leading services at
a special rate. Click below for more details

Training

 

Tools

Educational programs covering various aspects of fiduciary standards of care. We offer training that leads to the AIF® and AIFA® professional designations, fundamental training for the various fiduciary roles, continuing education programs, and more. Our programs are available both online and in classroom settings. We also offer private training events for corporate customers.

 

Research, analytical, and reporting services.
We offer the Fi360 Toolkits online software,
the Fi360 Fiduciary Score®, data licensing
and custom reporting options.

Learn More

 

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