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Fiduciary Essentials for Advisors

Fiduciary Essentials for Advisors
 

Fiduciary Essentials® for Advisors (FEA) is a self-paced, customizable online training program that provides advisors with a foundation of fiduciary education. The program focuses on the fiduciary roles and responsibilities of advisors managing qualified retirement plan programs and individual retirement accounts.

Divided into five modules that cover a range of fiduciary-related themes, advisors will come away from the FEA training with a better understanding of the obligations under today’s regulatory environment, the DOL’s Conflict of Interest Rule and how to adopt Fi360’s fiduciary best practices. In terms of application, participants will be taught how to make investment decisions that are in the best interest of clients, as well as receive training on retirement plans and service.

FEA was designed, developed and delivered by the fiduciary and practice management experts at Fi360 and attorney Fred Reish, partner at Drinker Biddle. Attorney Reish serves as a consultant and expert witness on ERISA litigation and FINRA arbitration.

Benefits:

  • Attract new and retain existing advisors by providing a unique fiduciary education program
  • Grow and protect retirement assets by helping advisors adapt their businesses to meet the new competitive fiduciary landscape
  • Reduce compliance and litigation risk by requiring a mandated fiduciary training program for all advisors dealing with retirement assets
  • Offer a cost efficient firm-level training solution to meet new fiduciary rule requirements
     

If you are interested in purchasing FEA, please contact sales@fi360.com or call 866-390-5080.

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