ABOUT Fi360
Fi360 offers a full circle approach to investment fiduciary education, practice management, and support that has established us as the go-to source of investment fiduciary insights. With substantiated Practices as our foundation, we offer world-class Training, Tools, and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 is committed to assisting those who rely on our fiduciary education programs, professional AIF and AIFA designations, Web-based analytical software, and resources achieve success.
TRAINING
We offer both AIF and AIFA training curriculums. The AIF program instructs investment fiduciaries on how to fulfill their duties to a defined standard of care. The AIFA program instructs participants on how to assess the conformance of investment fiduciaries to a Global Fiduciary Standard of Excellence using an ISO-like assessment process. These training curriculums are available in both classroom and Web-based settings. Custom programs also are available. Participants who successfully complete these programs, submit dues, agree to a code of ethics, and meet other prerequisites may earn the AIF or AIFA designations, respectively.
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TOOLS
Web-based software to help investment fiduciaries manage their responsibilities:
- Fiduciary Score - The establishment and consistent application of a due diligence process for investment selection is not only prudent, but also required by law.
- Monitoring Reports – The most costly and important step of the fiduciary process is the ongoing monitoring of investment managers (mutual funds, separate accounts, ETFs).
- Investment Policy Statement Generator – The preparation and maintenance of the IPS is one of the most critical functions of an investment fiduciary.
RESOURCES
Publications, articles, blog, annual national conference, assessments, and more for the collective knowledge and ongoing support of the fiduciary community. Many of these resources are free of charge and open to the general public.
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