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AIF® Training and Designation

Accredited Investment Fiduciary Training and Designation

 

MAKE BETTER INVESTMENT AND BUSINESS DECISIONS

Fi360 Training provides education to better equip individuals involved directly and indirectly with managing investments. We are dedicated to helping our customers gather, grow, and protect assets being managed by providing the education to make better investment and business decisions. 

Our courses, which include the Accredited Investment Fiduciary (AIF®) Training, will help any aspect of your business or responsibilities spanning from managing a practice to properly operating as a fiduciary. The programs are offered at capstone training facilities around the world and also in self-paced online formats.  

FREE webinar

The New Fiduciary Proposal…It’s out and we’re talking about it

In this sesson, our experts will provide an overview of DOL’s new fiduciary proposal and how it impacts RIAs and broker-dealer representatives. In particular, we’ll discuss what it means for fiduciary advice to IRAs, capturing rollovers, and the ripple effects it may have on the SEC and FINRA as they consider their standards of care in the future. 

View my free webinar

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