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Resource

Reg BI: Fiduciary Education and Training

National Fiduciary Day is February 25th.

Training and education are critical elements of preparing for Reg BI. Fi360, a Broadridge company, has been the leader in fiduciary education for more than 20 years, offering certification and designation programs that have prepared nearly 50,000 financial professionals to put their clients’ best interests first.

Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. As one of just 11 accredited designations acknowledged by FINRA, the AIF® Designation is more than an acronym; it’s a signal that the holder will always put the needs of their clients before their own. Fi360 designees are part of an elite professional community of fiduciary specialists with credibility and distinction in the marketplace. AIF® Designation training is available in person or online. The 2020 in-person training season kicks off on National Fiduciary Day, Feb. 25, in Philadelphia, Chicago and San Jose. Choose a location and format that works best for you. Contact us to explore training options.

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Regulation ‘Best Interest’: Comply with Confidence
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Reg BI: Stepping Up to a New Standard of Care

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Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.

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