fi360 Training is the best way to learn more about a prudent investment process and how to apply it in the execution of your responsibilities. Our training developed because the vast majority of fiduciaries receive little or no formal training and what little is provided is rarely comprehensive. Yet still, fiduciaries are required to demonstrate that portfolio assets are being prudently managed for the benefit of the investor and that sound investment practices are being followed.
We offer training programs for all types of fiduciaries and non-fiduciary service providers and for all skill and experience levels. Fi360 Training programs are offered at multiple universities and training facilities around the world as well as online formats.
Provide an overview of fiduciary responsibility, from the history and development of fiduciary standards to the fundamental duties of an investment fiduciary. The Fiduciary Essentials programs are suitable for anyone seeking a better understanding of a fiduciary standard of care and are customized to the various fiduciary roles.
Accredited Investment Fiduciary Designation Training
AIF Training provides a comprehensive education on fiduciary standards of care, including the legal and regulatory requirements for managing investment decisions on behalf of others and practical aspects of applying a prudent investment process from start to finish. Students who successfully complete the program and final exam become eligible for the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies.
Accredited Investment Fiduciary Analyst Designation Training
AIFA Training builds on the fiduciary knowledge obtained in the AIF Training by instructing students to perform assessments of an entity’s conformance to the Prudent Practices. Students who successfully complete the program and final exam become eligible for the Accredited Investment Fiduciary Analyst® (AIFA®) professional designation from the Center for Fiduciary Studies.