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Fidelity Special Offer

AIFA Training

Fiduciary Training

Equip yourself with the knowledge you need to succeed at an exclusive rate!

Demand for experts qualified in both fiduciary standards of care and assessment principles is on the rise. The increased visibility of fiduciary responsibility and diminishing trust from the investing public are stimulating the need for professional investment fiduciary consultants. The opportunity exists for advisors to create a differentiated service offering and generate profitable revenue by bundling fiduciary assessments with their advisory services.

What you will get out of the course:
  • Drive revenue and differentiate your practice by bundling fiduciary assessments with your advisory services
  • Earn distinction as a fiduciary specialist
  • Promote your commitment to industry standards and best practices
  • Qualify for exclusive premium discounts on professional liability insurance

Statistics you should know

  1. 79% of insurance agents stated clients tell them they do not feel they have any fiduciary liability exposure.1
  2. 54% of insurance agents stated clients generally do not understand their fiduciary liability exposure1
  3. $994,000 is the average award to plaintiffs and $365,000 is the average defense cost in fiduciary breach cases.1
Call (866) 390-5080 for more information.
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