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View More Press Releases by fi360

Press release:

fi360 Announces Launch of New Fiduciary Training Program

Issued by: fi360

Date: Sept. 19, 2016

— Multiple broker-dealers to gain access to fi360’s Fiduciary Essentials for Advisors —

PITTSBURGH, September 19, 2016 -- fi360, a provider of fiduciary-related education, designations, training and tools, announces the launch of its Fiduciary Essentials for Advisors (FEA) training program to assist financial professionals as they look to deepen their understanding of the new regulations outlined in the Department of Labor’s (DOL) fiduciary rule.

Representing the latest addition to fi360’s suite of training and tools, FEA is a self-paced online program that provides a foundation of fiduciary education. The program focuses on the fiduciary roles and responsibilities of advisors managing qualified retirement plan programs and individual retirement accounts.

Divided into five modules that cover a range of fiduciary-related themes, advisors will come away from the FEA training with a better understanding of the obligations under today’s regulatory environment, the DOL’s Conflict of Interest Rule and how to adopt fi360’s fiduciary best practices. In terms of application, participants will be taught how to make investment decisions that are in the best interest of clients, as well as receive training on retirement plans and services.

“We’ve been developing fiduciary practices and training advisors since 1999. Finalization of the DOL fiduciary rule has created unprecedented demand for our services, and we’re thrilled to offer firms our Fiduciary Essentials for Advisors program,” said John Faustino, Chief Product and Strategy Officer at fi360.

Faustino further commented, “Our development of this content began well before the DOL rule passed earlier this year. Our long-standing focus on fiduciary training and anticipation of this day helped us bring a well-vetted solution to market at a critical time of client need.”

fi360

fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the education, designations, training and tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the fi360 Toolkit® and the fi360 Fiduciary Score®. fi360 is also the parent company of Ann Schleck & Co. and CEFEX. Learn more at www.fi360.com, via Twitter or on LinkedIn.

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View More Press Releases by fi360


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