Affiliates

CEFEX

CEFEX’s mission is to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX assessments help the public determine the trustworthiness of its investment fiduciaries.

To learn more about fiduciary assessments and CEFEX, visit the CEFEX website.


CE Providers

Fi360 offers world-class Continuing Education (CE) courses on a variety of topics to keep our designees on top of industry trends and topics. CE courses are available in a variety of mediums and methods, but we are not the sole provider of quality CE courses. In an effort to expand current offerings and grant designees more access and availability to new courses and topics, Fi360 offers third-parties the opportunity to become a CE Provider to Fi360 and reward our designees for attending courses from our approved CE Providers.

Learn more about affiliated CE Providers.



Fi360 Pacific

The Prudent Practices® are relevant to fiduciaries and those who work with fiduciaries around the world. A growing interest in introducing the Practices to various countries with advanced markets has led to an active international presence for Fi360 partners.

To learn more about Fi360 training, tools, and resources in the Pacific region, including legally-substantiated, country-specific handbooks for New Zealand and Australia, please visit the Fi360 Pacific website


401(k) Specialist Magazine

401(k) Specialist is a web, print and enewsletter-based content platform exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology vital to their success in a dynamic marketplace. Through feature articles, videos, breaking news and social media updates, 401(k) Specialist assists industry professionals in securing an affordable quality of life in retirement for hardworking Americans through the 401(k) savings vehicle. More information can be found at 401kspecialist.com.