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Rich Lynch, AIFA®, Director, Fi360
Bennett Aikin, AIF®, VP, Fi360
Fi360 is pleased to introduce the latest iteration of its Prudent Practices for Investment Fiduciaries. Originally developed in 2002 to help clarify the responsibilities that an investment fiduciary must manage, this is the third major review and update undertaken to ensure the Practices continue to reflect the duties an investment fiduciary is expected to be able to perform. This is the first update to follow a process designed explicitly to conform with the ISO 17024 standard and requirements of the American National Standards Institute (ANSI). This webinar describes that process, provides an overview of the Practices and their significance, highlights where changes were made to the Practices, and covers what this means for the AIF® designation, AIF® designees, and future candidates.
Fi360
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.
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.