Fi360 provides the retirement plan industry guidance on Fiduciary Practices.
Advisors accredited through Fi360 are able to guide a workshop to your 401k committees titled "Fiduciary Essentials for Qualified Plans".
Through June of 2019, 217 advisors in the state of Washington have earned the Fi360 AIF® certification. The Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve Plan Sponsors best interests.
Through June of 2019, 10 advisors in the state of Washington have earned the Fi360 AIFA® certification. According to Fi360, think of the Accredited Investment Fiduciary Analyst® (AIFA®) Designation training as the master’s level coursework to the AIF® Designation.
Ask any of us for more information on the Fiduciary Essentials for Qualified Plans workshop.