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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.

Upcoming WEBINARS
 

Understanding Risk from a Fiduciary and Behavioral Standpoint

One of the most important factors when building an investment policy is understanding and incorporating risk into the client portfolio. To do this, fiduciaries must consider the factors influencing portfolio risk, understand the risk tolerance of the investor(s), address large loss scenarios, and plan for liquidity needs. Ultimately, fiduciaries must find a level of risk that is necessary to achieve the investment goals and tolerable to the investor(s).

Measuring a person’s aversion to risk is obviously very complicated and typically done inaccurately.   Measurement is made even more complex because people are not clear on the definition of risk, particularly in view of the reality that there are many types of risk.  The problem with todays' risk tolerance questionnaires is the consequences of risk are not specifically described.  Furthermore, risk is treated as an abstraction and is not personalized.  Even more importantly, probability of gains and losses are treated equally.

In this session, fi360’s Blaine Aikin will present on understanding and incorporating risk into an investment portfolio from a fiduciary perspective, followed by Boston Research Technologies’ Warren Cormier, who will share his success using a behaviorally-based risk assessment questionnaire that addresses the weaknesses of traditional risk tolerance questionnaires.

Presenters: Blaine Aikin, AIFA®, CFP®, CFA®, CEO of fi360 and Warren Cormier, CEO of Boston Research Technologies

Date: Wednesday, August 12 from 4:00 - 5:00 p.m. ET

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Viewing healthcare through a finance and fiduciary lens

Having served as an expert witness in ERISA litigation, presenter Wayne Miller left pension finance work in 2009 and began a six-year journey back into the roots of his career - science and healthcare.  Having turned a fiduciary lens to America’s healthcare system, what he has found is deeply disturbing to him and to others who now recognize that much of America’s healthcare infra-structure is corrupted by conflicts of interest that pale almost any activity he ever witnessed in pension finance. 

When planning for retirement, investors and their advisors need to carefully consider the impact of their long-term health, the cost of health care, and the decision-making process for health care needs. This presentation offers compelling information for all of us who have digested the imperative of fiduciary conduct and seek to have those principles applied more broadly to other elements of America’s economic infra-structure. For investment advisors, this session will give insights into how healthcare really works – behind the rules.  Providing perspective on the limitations of healthcare services is an essential element of their professional services.  

Presenter: Wayne Miller, Founder and CEO of Nura Health, SPC

Date: Wednesday, September 9 from 4:00 - 5:00 p.m. ET

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