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Get Ready for National Fiduciary Day!

401K Specialist
March 10, 2017

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It might get lost between the cuteness of National Puppy day and the dry, flakiness of National Melba Toast Day, but fiduciary giant Fi360 has proclaimed March 23, 2017 National Fiduciary Day.

“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,” the company said in a statement. “Fi360–a provider of fiduciary-related education, designations, training and tools–is answering advisors’ call to receive proper guidance.”

For the first time ever, it will hold 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 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,” Blaine Aikin, executive chairman of Fi360, said in a statement. “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.”  Read More.

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