Make Better Investment and Business Decisions
Fi360 Training provides education to better equip individuals involved directly and indirectly with managing investments. We are dedicated to helping our customers gather, grow, and protect assets being managed by providing the education to make better investment and business decisions.
Our courses will help any aspect of your business or responsibilities spanning from managing a practice to properly operating as a fiduciary. The programs are offered at training facilities around the world and also in self-paced online formats.
Rigorous education leading to a professional designation. These courses start with the fundamentals, but delve deeper into the detail of the subject material and the implementation of it in the real world.
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. Practical aspects of applying a prudent investment process are covered from start to finish.
Students who successfully complete the program and final exam become eligible for the Accredited Investment Fiduciary® (AIF®) professional designation. Learn More
Accredited Investment Fiduciary Analyst® (AIFA®) Training
Builds on the depth of knowledge obtained in the AIF Training, with a heavy focus on the proper implementation of the Prudent Practices. This level of mastery allows for AIFA designees to assess their own conformance to the Prudent Practices, as well as perform assessments of other entities.
Students who successfully complete the program and final exam become eligible for the Accredited Investment Fiduciary Analyst® (AIFA®) professional designation. Learn More
fiduciary Essentials for dc plans
Training for plan sponsors, committee members, and other stewards to defined contribution retirement plans. This program helps those in a position of fiduciary responsibility to plan participants better understand their personal liability and instructs them on an investment decision-making process for managing their responsibility. Learn More