Whenever we hit a new milestone as a company, we like to look back at where it all began to see just how far we have come.
We’re excited to add to this list of accomplishments in the months and years to come!
First in fiduciary, Fi360 is founded to provide training and develop software to help financial services providers succeed.
First fiduciary software solution, InvestMgt, officially released.
Prudent Practices®, the original fiduciary handbook, is co-published with the American Institute of Certified Public Accountants (AICPA).
AIF® Designation launched. First training program held in October at the University of Pittsburgh.
First Fi360 Conference held in Santa Fe, N.M.
First AIF® Designation training hosted in New Zealand.
Fi360 Fiduciary Score® is first introduced.
CEFEX, an international joint venture, is formed to develop global fiduciary certification services.
Financial Planning magazine names the AIF® Designation one of the "Ten Most Wanted" designations in the financial industry.
Fi360 Toolkit™ software launched, replacing Investmgt and providing a total platform upgrade.
First AIF® Designation training hosted in Canada.
First AIF® Designation training hosted in Australia.
Fi360 Pacific introduced, bringing the Prudent Practices® to Australia, New Zealand and the Philippines.
Second major revision completed to Prudent Practices® and fiduciary handbooks.
10th annual Fi360 Conference held in Nashville, Tenn.
Fiduciary Focus Toolkit™ , the next generation of fiduciary software, launches.
Fi360 community grows to over 10,000 active designees.
First annual National Fiduciary Day hosted in New York City, Chicago and San Francisco.
The Ann Schleck and Co. Fee Benchmarker™ launches within the Fi360 Platform.