Fi360
Fi360 offers fiduciary education, software, and analytics solutions to empower financial professionals, including designation training, investment evaluation tools, and an annual conference.
Services
Fi360 provides a comprehensive suite of services designed to empower financial professionals. These include fiduciary education, software, and analytics solutions. The organization's offerings are tailored to help financial advisors and service providers adhere to fiduciary standards and improve their investment processes. Specific services include the Fiduciary Focus Toolkit for investment process management, the Fee Benchmarker tool for fee comparison, and the RFP Director tool for streamlining the proposal process for retirement plan service providers. Fi360 also offers business intelligence solutions and data license services for enhanced analytics and reporting.
Fiduciary Designation Training
Fi360 provides Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) designation training. These training programs are designed to equip financial professionals with the knowledge and skills necessary to adopt and apply fiduciary best practices. The AIF and AIFA designations signify a commitment to fiduciary excellence and are widely recognized in the financial industry.
Fiduciary Rating and Certification Tools
Fi360 offers several tools to help financial professionals adhere to fiduciary standards. One of the key offerings is the Fi360 Fiduciary Score, which evaluates investments based on fiduciary criteria. Additionally, Fi360 provides CEFEX certification to help firms demonstrate compliance with fiduciary best practices. These tools are essential for firms looking to maintain high standards of fiduciary care and gain a competitive edge in the market.
Annual Fiduciary Conference
Fi360 hosts an annual conference that brings together financial professionals to discuss fiduciary practices and investment management. The event features expert speakers, panel discussions, and networking opportunities aimed at enhancing the knowledge and skills of attendees. The conference is an important forum for staying updated on the latest trends and best practices in fiduciary management.
Continuing Education and Webinars
Fi360 provides a variety of webinars that are eligible for continuing education credits for financial professionals. These webinars cover a wide range of topics related to fiduciary standards, investment management, and industry best practices. They serve as a convenient way for advisors to stay educated and meet continuing education requirements.