Just in! Reviewing the Newest Prudent Practices® Updates
Date: August 19, 2025
Time: 2:00 pm - 3:00 pm EST
Join us for the very first look at the newly revised fourth edition Prudent Practices for Investment Advisors Handbook. As a trusted industry resource, the Handbook establishes the foundation for fiduciary excellence across investment management practices.
This educational webinar will provide a detailed overview of the recent updates, offer insights into implementation, and discuss best practices for aligning your processes with the very latest evolving fiduciary standards.
Whether you are a seasoned professional or new to fiduciary oversight, this webinar will equip you with actionable knowledge to strengthen your fiduciary governance for clients.
By the end of the session, attendees will be able to:
- Understand Key Fiduciary Updates: Identify and summarize the major changes and enhancements to fiduciary best practices as detailed in the latest edition of the Prudent Practices Handbook.
- Identify Practical Implementation Ideas: Learn how to integrate the updated Prudent Practices into your organization’s investment processes and document to ensure adherence to fiduciary best practices.
- Realize Compliance and Continuous Improvement: Explore strategies for maintaining compliance with the latest fiduciary best practices by utilizing the Handbook as a tool for ongoing fiduciary education and process refinement.
This live webinar will be submitted for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
