SUBSCRIBER COST SAVINGS
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There are many products and services in our industry that will enhance your ability to promote and deliver a fiduciary standard of care. The following discounts provide access to some of those opportunities at a reduced rate.
Fi360 Training Discount
10% discount on fi360's Accredited Investment Fiduciary® (AIF®) (Online and Capstone) and 5% discount on Accredited Investment Fiduciary Analyst(AIFA®) designation training programs.
Combining your Toolkit subscription with fi360's investment fiduciary training and associated professional designation equips you to provide a higher level of service to your clients and maximizes the power of a comprehensive fiduciary approach.
To learn more, visit our Website. To register for a designation trainingraining program, simply call our office (866.390.5080) and mention the Toolkit Subscribers discount.
(Bonus Savings: by becoming an fi360 AIF or AIFA designee you can save 20% on your Toolkit Subscription)
Fiduciary Store Discount
Save 50% on the Prudent Practices for Investment Fiduciaries handbook series and 50% on client materials from the Fiduciary Store.
Visit fi360's Fiduciary Store for great discounts.
Fi360 Conference
Discounted conference registration is always available for fi360 Members. Visit the fi360 Conference page to learn more about this year's conference and to redeem the special discounts only available to you. In addition to the cost savings, attendees always can look forward to several breakout sessions dedicated solely to the Toolkits.
Fiduciary Benchmarks, Inc
Fiduciary Benchmarks, Inc. (FBi) is a leading provider of comprehensive qualitative and quantitative benchmarking for defined contribution plans. FBi is working to establish the industry's largest database of non-proprietary plan data to be aggregated and analyzed to provide fee, service, and success measure benchmarking reports.
To learn about discounts for subscribers and FBi's services, visit http://www.fiduciarybenchmarks.com/fi360.