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Fi360 Declares March 23 National Fiduciary Day

January 31, 2017

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Fi360 Declares March 23 National Fiduciary Day
—Firm will hold in-person AIF® training seminars simultaneously in 3 cities—

While the fate of the DOL fiduciary rule is uncertain, most firms are following through on their commitment to serve clients’ best interests by implementing strong fiduciary practices. Fi360 – a provider of fiduciary-related education, designations, training and tools – is answering advisors’ call to receive proper guidance, announcing that March 23, 2017, will be National Fiduciary Day.

For the first time ever, Fi360 is holding Accredited Investment Fiduciary® (AIF®) training in three major cities on the same day. Financial professionals in New York, Chicago and San Francisco will have access to a classroom seminar to learn about the investment fiduciary methodology and take an exam to become an AIF®. Fi360 has always offered nationwide training, but given the intensifying spotlight on the rule, the firm felt the time was now to rollout simultaneous learning.

“Advisors are craving answers to their biggest questions about the fiduciary rule and what it means for their clients and their own practices. After the March 23 sessions, the new designees will be armed with a strong working knowledge of fiduciary obligations that apply to professional investment advisors. They will also learn how to successfully implement a prudent investment process for the benefit of their clients,” explains Blaine Aikin, AIFA®, CFP®, CFA®, Executive Chairman at Fi360.

In terms of the locations, Aikin continues, “We selected cities that are hubs for financial professionals with a goal of providing the highest value of fiduciary training to the greatest number of advisors.”

Prior to attending, participants will complete an online self-paced portion of the training. The Prudent Investment Process will be covered during the day, which includes the four-step decision-making process for investment fiduciaries (organize, familiarize, implement, monitor). The AIF® final exam is administered at the end of the day. 

Sessions will run from 8 a.m. to 5 p.m. (local times), with a different Fi360 instructor in each city: Mario Giganti in New York; Keith Loveland in Chicago; J. Richard Lynch in San Francisco.


Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the education, designations, training and tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of Ann Schleck & Co. and CEFEX. Learn more at, via Twitter or on LinkedIn.

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