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.
The FEA program 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.
Firms can offer the FEA certificate program to their advisors in a customizable online training format that incorporates unique firm-level retirement program policies and procedures. There are seven modules that can be mixed and matched depending on your firm’s needs.
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An introduction to the Fiduciary Standard
Implementing a Fiduciary Process - Part 1 (Organize and Formalize)
Implementing a Fiduciary Process - Part 2 (Implement and Monitor)
Fiduciary and Non-Fiduciary Services
Prohibited Transactions and Exemptions
Advisor Challenges and IRA Rollover Considerations
Overview of 401k Plans
Participants will be offered a Certificate of Completion by passing quizzes with a score of 70% or higher at the end of each module.
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