Learning & Development
Here’s a reality check - more investors than ever are requiring advisors to act as a fiduciary in order to win or keep their business. Accredited Investment Fiduciary® (AIF®) Training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. By earning the AIF® Designation, you signal to your clients and prospects the added value you bring to the relationship in a way that your competition can’t. Are you ready to join a community of over 11,000 advisors who win more business as an Fi360-trained designee?
Fi360 is committed to principles of impartiality and fairness with respect to decisions about an individual’s designation status. Learn more about our impartiality policy.
AIFA® Designation Training
Think of the Accredited Investment Fiduciary Analyst® (AIFA®) Designation training like the master’s level coursework to the AIF® Designation. Advisors who earn the AIFA® Designation are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Talk about standing out from the crowd.
CEFEX Firm-Level Certification
CEFEX assesses and certifies advisory firms as conforming to fiduciary best practices and required
standards detailed by the Prudent Practices®. Certified firms voluntarily submit their business practices
to an annual assessment conducted by AIFA® Designees. The assessment typically includes document review, client file sampling, on-site visits (if possible) and
interviews with senior representatives at the firm.
Fiduciary Essentials® for Defined Contribution Plans
Many plan sponsors, stewards and investment committee members are unaware of their fiduciary duties and responsibilities. With increasing regulatory pressure to implement fiduciary standards of care, these plan fiduciaries can turn to Fiduciary Essentials® for Defined Contribution Plans (FEDC) to learn how they can improve their fiduciary decision-making process while minimizing liability. The FEDC program is available through various delivery options to best suit the needs of those acting as a fiduciary.
Fiduciary Essentials® for Advisors
Fiduciary Essentials® for Advisors (FEA) is an online, customizable training program that equips advisors with the basics of a fiduciary education. The program focuses on the fiduciary roles and responsibilities of advisors managing qualified retirement plan programs and individual retirement accounts.
Advisor Practice Management Training
Fi360 offers several practice management training programs to help advisors and consultants grow and manage their retirement practice. Two types of programs are offered: Fi360 programs (including the popular Rising Stars event) and private, custom training events for a specific group of advisors. Topics may include ideas to drive sales results, develop marketing strategies, retain clients and manage a profitable and efficient advisory practice.
PPC® Designation Training
Advisors specifically interested in building their retirement plan advisory business pursue the Professional Plan Consultant® (PPC®) Designation. This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Those who successfully earn their PPC® Designation demonstrate to clients and prospects their knowledge of ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.
Reg BI Essentials Training
Fi360’s Regulation Best Interest Training is a customizable, two-part training solution for home office personnel and their advisors to understand, apply and reliably comply with the Reg BI regulatory package. Training programs focus on the practical application of the regulatory requirements, tailor-ﬁt to how the ﬁrm intends to approach compliance that is best for their business model.