Training

Introduction to AIF® Courses

fi360 (Australasia) Limited has been established as a training and support facility specifically for investment fiduciaries in New Zealand and Australia. These training services are provided under licence to the Center for Fiduciary Studies, which is associated with University of Pittsburgh USA.

fi360 - Courses

Accredited Investment Fiduciary ™ Program (AIF®)
The vast majority of people who have the legal responsibility for managing someone else’s money receive little or no formal training, and what little is provided is rarely comprehensive. Yet, fiduciaries must be able to demonstrate that portfolio assets are being prudently managed and that sound investment practices are being followed. The training provided by the Centre for Fiduciary Studies provides a comprehensive overview of fiduciary standards of care, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects.

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2 Hour Introduction to the Accredited Investment Fiduciary ™ Program
This course provides a brief overview of the fiduciary standards of care and the four step investment management process developed by the Center for Fiduciary Studies.

Client Introductory Seminars
Professional firms requiring introductory seminars covering firstly, market research into client expectations from their professional investment advisers and/or trustees, and secondly the background to fiduciary practices and the practical benefits to the client. The aim is to reinforce the role of the professional firm as investment fiduciaries.