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Training

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 financial service providers and for all skill and experience levels. fi360 Training programs are offered at multiple universities and training facilities around the world and in online formats.

Accredited Investment Fiduciary

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

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.

Fiduciary Implications of Financial Planning

Fiduciary Implications of Financial Planning™ training is for financial planners who want to better understand the fiduciary standard of care and how it applies to the financial planning process. The program was developed by fi360 at the request of the Financial Planning Association® as part of their ongoing commitment to bringing value added services and learning opportunities to its members.

Fiduciary Essentials for Investment Stewards

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.

Fiduciary Essentials for Investment Advisors

Fiduciary Essentials™ Training provides advisors with an overview of fiduciary responsibility, from the history and development of fiduciary standards to the fundamental duties when serving in an investment fiduciary role. The Fiduciary Essentials program is suitable for advisors seeking to better understand the fiduciary standard of care and to improve their investment management services and processes. Successful completion of the program earns students a certificate of completion and eligibility to enter the Fiduciary Academy.

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