Leveraging Tools & Technology to Scale Fiduciary Processes

Leveraging tools and technology FI360

People throw out a lot of buzz words (cloud computing, big data, etc.) in talking about financial technologies. We’ll focus on pragmatic application of technology to financial advisor workflows; allowing them to serve more clients with the same resources.

Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.

Moderated by John Faustino, AIFA®, PPC®, Fi360

Benjamin Thomason, EVP, Sales & Relationships, Vestwell

Christine Lubieniecki, Regional Director, Dimensional Fund Advisors

Mitch Mitchell, Riskalyze

Download Webinar Slides

Fi360

Check our Calendar for upcoming educational webinars!

Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.

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