Introducing the Latest Update to Fi360’s Prudent Practices

Rich Lynch, AIFA®, Director, Fi360

Bennett Aikin, AIF®, VP, Fi360

January 30, 2019

Fi360 is pleased to introduce the latest iteration of its Prudent Practices for Investment Fiduciaries. Originally developed in 2002 to help clarify the responsibilities that an investment fiduciary must manage, this is the third major review and update undertaken to ensure the Practices continue to reflect the duties an investment fiduciary is expected to be able to perform. This is the first update to follow a process designed explicitly to conform with the ISO 17024 standard and requirements of the American National Standards Institute (ANSI). This webinar describes that process, provides an overview of the Practices and their significance, highlights where changes were made to the Practices, and covers what this means for the AIF® designation, AIF® designees, and future candidates.  

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