Fiduciary Essentials for Advisors - fi360 | Global Fiduciary … · 2016-09-19 · About the FEA...
Transcript of Fiduciary Essentials for Advisors - fi360 | Global Fiduciary … · 2016-09-19 · About the FEA...
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About the FEA
Fiduciary Essentials for Advisors • The online fiduciary training program will be self-paced and requires completion
of a series of sessions and corresponding quizzes.
• Advisors who complete the course and final examination should be able to
Course demonstrate a baseline level of knowledge necessary to serve as fiduciary
advisors to retirement program clients helping fiduciaries manage their roles
and responsibilities.
Learning
Objectives
Training
Course Outline
and Outcome
• Fiduciary obligations defined by applicable law and regulation
• fi360's framework for adopting fiduciary practices
• Making investment decisions in the best interests of plan participants and
beneficiaries
• Best business practices for providing retirement program services
• Customization of interactive, narrated, online training sessions and topics
• Practice activities linked to the learning sessions and based on real life situations
• Session 1: Understanding Your Role
• Session 2: Managing Investment Decisions
• Session 3: Planning for Success
• Session 4: Primer on new DOL Rule
• Session 5: Best practices on IRA(s)
Participants will be offered a Certificate of Completion by passing the final examination
with a score of 75% or higher and meeting all prerequisites.
For More
Information • Contact your fi360 account representative or call us at 866-390-5080.
fi360 helps its clients gather, grow, and protect assets through better investment and business decision
making. For more information, Visit www.fi360.com.