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Fiduciary Resource Center

Webinars

 

Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.

Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.


UPCOMING WEBINARS

Exploring the Expanding Universe of Investment Products

Blaine F. Aikin, AIFA®, CFA, CFP®, Executive Director, Fi360
John Faustino,
AIF® Chief Product and Strategy Officer, Fi360

Date: Wednesday, Sept. 13, 2 p.m. - 3 p.m. EDT

Description: Both market forces and regulation are driving rapid evolution of investment products. The proliferation of new investment vehicles and fund share classes can be overwhelming. During this webinar, we’ll discuss the factors driving new investment product creation, and how to cull the growing universe down to a manageable set from which selections can be made.

Continuing Education: Accepted for one hour of CE by Fi360 and by CFP Board. 

REGISTER HERE


RECENT WEBINARS

The HSA Opportunity for Retirement Advisors

Blaine F. Aikin, AIFA®, CFA, CFP®, Executive Director, Fi360
Pat Jarrett, Co-founder and Ambassador, Health Savings Administrators 


Date Recorded: Tuesday, Aug. 29, 2 p.m. - 3 p.m. EDT

Description:  As high-deductible health plans have become increasingly common as an employer-provided benefit, so have health savings accounts as a tax-advantaged savings option for plan participants. For retirement plan advisors, this presents an opportunity to expand your plan services.

In this webinar, we look at the growing opportunity to incorporate HSA services into your overall plan-service offerings and provide an overview of what advisors need to understand about the various types of HSA solutions. We will also explore the fiduciary obligations associated with recommending HSAs to clients, including meeting impartial conduct standards under the Department of Labor’s fiduciary rule regarding conflicts of interest.

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Complying with Impartial Conduct Standards under the DOL’s Fiduciary Rule

Blaine F. Aikin, AIFA®, CFA, CFP®, Executive Director, Fi360
Duane Thompson, AIFA®, Senior Policy Analyst, Fi360

Date Recorded: June 13, 2017 from 2:00 - 3:00 p.m. ET

Description: The suspense is over. The DOL’s “Fiduciary” Rule will officially go into effect on June 9 at 11:59 p.m. with the applicability of impartial conduct standards on all retirement advice. There are three components to the impartial conduct standards: complying with a best-interest standard, charging only reasonable compensation and avoiding misleading statements. 

Join us as we discuss how advisors and their firms should adopt policies and procedures designed to conform to the principles of the impartial conduct standards and the outlook for full implementation of the Rule, including the Best Interest Contract Exemption. 

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Click Here to View More Previous Webinars.

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