The Road to Fiduciary Excellence: Learn, Grow, and Differentiate in an Evolving Financial Services Landscape.

Broadridge

Join us to learn how you can achieve personal and firm-level recognition signifying your commitment to fiduciary best practices and high professional standards.

Fiduciary learning and development expert Michael Muirhead will provide an overview of the highly respected credentials attainable through Broadridge Fi360 Solutions. No matter if you are an existing Fi360 Designee or thinking about taking the first step – you’ll see how a learning progression creates a powerful catalyst for growth in an extremely competitive financial services marketplace.

The designations and certification discussed will include:

• Accredited Investment Fiduciary® (AIF®) Designation
• Accredited Investment Fiduciary Analyst® (AIFA®) Designation
• Centre for Fiduciary Excellence (CEFEX®) certification for organizations

*Not eligible for Fi360 continuing education (CE) credit.

Speaker: Michael Muirhead, Jr., Senior Director, Learning & Development, Broadridge Fi360 Solutions

Michael Muirhead, Jr. is senior director, learning and development for Fi360. In this role, he’s responsible for leading the strategy, design, development and delivery of Fi360’s designation and training solutions.

Michael approaches learning and development from the perspective of an industry professional who has successfully worked with plan sponsors, financial advisors, consultants and plan providers for more than 20 years.

More Information, How to Register