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Fiduciary Resource Center

Webinars

Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.

Live attendance is eligible for one hour of CE for the AIF and AIFA designations. CE credit may also apply for the CFP Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and login to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email resources@fi360.com.

most recent WEBINARS
 

Why maintaining the IPS is the most important duty a fiduciary performs
 

Description: Done right, the investment policy statement can be the central piece around which the advisor-client relationship revolves. It is a record of the agreements between you and your client about how their money is going to be managed. It is your game plan for ensuring investment decisions are made consistently and in the best interests of the client. It is also a communication vehicle, engaging your clients in their investments and the process that you follow in managing their money. In this session, we will look at what comprises an effective investment policy statement and how it benefits both you, the advisor, and your clients.

Presenters: 

  • Linda Lubitz Boone, CFP®, Founder of IPS AdvisorPro and founder and President of The Lubitz Financial Group in Miami, Florida

Date recorded: Thursday, May 14

view the recording!
 

NQDC in the "Real World"

Description: This session will help advisors to employer-sponsored retirement plans to gain increased perspective on "real world" utilization of NQDC plans. In the process, we will touch on best practices in every facet of plan lifecycle: conception, design, installation, participant interface, informal funding, practicalities of day-to-day admin - all with a focus on the pragmatic (i.e., not the academic).

Presenter: Ben Hall, VP & Managing Director, JKJ Retirement Services

Date recorded: Tuesday, May 19

view the recording!


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