Custom Workshops
The 'Fiduciary Essentials' workshop series offers a flexible training content that can be customised for presentation to your entity board, investment committee, professional firm (and clients) or adviser group.
The objective is to provide a beneficial, practical overview of the Prudent Investment Practices and how they can be incorporated into your existing operational framework. It may form a precursor to attending the Accredited Investment Fiduciary (AIF®) program or be utilised as a standalone awareness exercise to assist existing governance or service offerings.
There is the opportunity to tailor content, providing a single workshop of between 1.5 - 3 hours duration. You may also elect to host this as 3 separate modules.
Learning outcomes;
- learn more about your fiduciary role and responsibilities
- appreciate the role of defined fiduciary practices and process in good governance
- increase you trustworthiness
- learn how to implement a 'checklist' approach to your procedures or services
- know what questions to ask to establish a basis for trust
'Fiduciary Essentials' module content that can be adapted as outlined above;
- Fiduciary Roles; Responsibilities; Prudent Practices and Investment Policy
- Practical portfolio implementation and due diligence
- Effective ongoing monitoring; fees and expenses and assessing your own governance
To discuss your requirements or to schedule a 'Fiduciary Essentials' workshop....