About fi360 Pacificfi360 offers a full circle approach to fiduciary education and practical implementation that has established us as the go-to source of fiduciary insights Read on
| A Fiduciary StandardDespite new regulations, codes and disclosure rules, it remains critical to define the detail of a fiduciary's prudent investment process. Read on
| TrainingProviding classroom, web-based and custom training on investment fiduciary responsibility for AIF® and AIFA® professional designations. For next AIF course dates and other details read on
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Charities and other Board Governed EntitiesBoard members and investment committees want to know what matters most, how to ask providers great questions and how to be effective.... Read on | Accountants/Lawyers and Family TrustsAccountants and lawyers have concerns for clients. Unfortunately few have any formal training in investment governance.... Read on | Financial AdvisersAdvisers wanting strong referrals, reliable client retention and reduced advice risk need to differentiate from those who are happy with minimum, rules based standards.... Read on | |
- Latest News & Views (more)
2012 fi360 Conference, Chicago 25-27 April 2012
Thu 5th April 2012 04:47:00 PM
The annual fi360 Conference is taking place on 25-27 April this year in Chicago.
Each year the fi360 Conference features industry experts, hands-on workshops, opportunities for professional CE, and networking at social events. Many attendees also carry other industry-leading credentials, such as the CPA, CLU, ChFC, IMCA, CFA, MBA, and JD. Almost half count themselves as CFP certificants. This is the event for professionals leading the way into a new fiduciary environment.
The 2012 fi360 Conference agenda features 35 sessions and nearly 50 speakers.
fi360 takes the AIF® Course to Manila
Wed 7th March 2012 03:45:00 PM
The first-ever Asia based fi360 Accredited Investment Fiduciary® training was sponsored by the Asia Pacific Association for Fiduciary Studies (APAFS), and held prior to APAFS's 11th Annual Pacific Region Investment Conference in Manila in October 2011.
White Paper receives 'Highly Commended' Award
Fri 2nd March 2012 03:10:00 PM
The paper entitled "New Zealand Unit Trust Disclosure: asset allocation, style analysis and return attribution" an article researched and compiled by Ross Fowler, fi360 Pacific., Professor Robin Grieves, Department of Finance and Quantitative Analysis, University of Otago and Professor J. Clay Singleton, Crummer Graduate School of Business, Rollins College, Florida has been recently awarded a 'Highly Commended' Award from the Emerald LiteratiNetwork.