Fi360 is guided by our Prudent Investment Practices®. First published in 2003, the Prudent Practices® comprise a step-by-step investment process that ensures an investment strategy is being properly developed, implemented, and monitored according to government regulation, legal case law, and industry best practices. The Prudent Practices® serve as the foundation for the
Accredited Investment Fiduciary® (AIF®) Designation.
Watch out. Our webinars allow our experts to let their passion for all things fiduciary really show. Participate in real-time to interact directly with these subject matter experts or access our webinar archive to get the same great content at your convenience. Many of our webinars are eligible for continuing education credit for various designations such as the AIF® and CFP® Designations.
When it’s noteworthy, we’re going to drop the latest Fi360 news here. Perspectives on hot topics in external publications, news releases from Fi360, advocacy and policy activities, and our signature Client Memos – they all live here.
Fi360 is invested in your success. If you ever have a question or concern, we are here to help you. Our experienced client service team has heard just about every question you can think of. Whether its answering your questions on the Fi360 Fiduciary Score®, getting you registered for an event, learning a new feature in the Fiduciary Focus Toolkit™, or updating your user account, we are ready to serve you.
Sharing is caring. And we share a lot of great insights on the latest developments in the financial services industry, always offering the fiduciary perspective. Download our latest reports and white papers for industry insight and practical advice you can apply to your business right away.
The Self-Assessment of Fiduciary Excellence is a checklist for investment advisors, managers and stewards to conduct a quick and thorough self-evaluation of how well they meet the defined global fiduciary standard of excellence.
The Fiduciary Bookstore is the official online store of Fi360. Available titles include Fi360’s Prudent Practices for Investment Fiduciaries handbook series and the Self-Assessments of Fiduciary Excellence in addition to other leading fiduciary-related publications.