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- » Please contact us at resources@fi360.com with any questions about the fi360 Resources line.
Fi360 Resources are for the collective knowledge and ongoing support of the investment fiduciary community. Much of what you will find here is free of charge and open to the general public. Included are information in the media, support documents, guidance from fi360 and other resources for investment fiduciaries who understand the level of trust placed in them, but aren't always sure where to look (or what they are looking for). This is the go-to source of fiduciary insights for the greater fiduciary community.
Learn more about Practices for investment fiduciaries
Advocacy
Updates on our activities advocating for higher fiduciary standards of care.
Updates on our activities advocating for higher fiduciary standards of care.
Article Competition
A competition for fi360 designees to submit articles that focus on helping fiduciaries better understand and perform their roles. The winner will be published in WealthManagerWeb.com and receive a $1,000 prize at the fi360 Conference.
A competition for fi360 designees to submit articles that focus on helping fiduciaries better understand and perform their roles. The winner will be published in WealthManagerWeb.com and receive a $1,000 prize at the fi360 Conference.
fi360 Blog
A blog from the team members of fi360, this is our opportunity to interact with our audience as we address the fiduciary issues and concerns that are of importance to you.
A blog from the team members of fi360, this is our opportunity to interact with our audience as we address the fiduciary issues and concerns that are of importance to you.
Links
Links to useful website and go-to sources of information for investment fiduciaries, organized by category.
Links to useful website and go-to sources of information for investment fiduciaries, organized by category.
Webinars
Webinars addressing recent industry developments or specific topics related to fiduciary responsibility.
Webinars addressing recent industry developments or specific topics related to fiduciary responsibility.
Free Document Downloads
Free downloadable documents, including our Prudent Practices for Investment Fiduciaries handbook series, sample Tools reports, investment committee document samples, and more.
Free downloadable documents, including our Prudent Practices for Investment Fiduciaries handbook series, sample Tools reports, investment committee document samples, and more.
Fiduciary Handbooks
Our online store to purchase our Prudent Practices for Investment Fiduciaries handbook series and other relevant publications.
Our online store to purchase our Prudent Practices for Investment Fiduciaries handbook series and other relevant publications.
Assessments
Information on assessments of conformance to fiduciary standards of care, including the free online Self-Assessment of Fiduciary Excellence and information on CEFEX Certifications.
Information on assessments of conformance to fiduciary standards of care, including the free online Self-Assessment of Fiduciary Excellence and information on CEFEX Certifications.
fi360 Conference
Our annual conference where leaders gather as speakers and participants exclusively on the subject of fiduciary responsibility
Our annual conference where leaders gather as speakers and participants exclusively on the subject of fiduciary responsibility