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| Additional information |
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| fi360, Inc. |
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Mission statement:
To help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets. |
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Overview:
fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.
With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.
Our values: fi360 believes that, as individuals and collectively as an organization, we must demonstrate the following values in our actions:
Responsibility – We are obligated to our clients, our co-workers, our shareholders, the community, and society.
Excellence – Give our best effort and never compromise fiduciary aspects of the quality of all of our products - excellence in product and service delivery.
Integrity – Be honest, fair, and accountable.
Client service – Exceed the expectations of those we serve.
Collaboration – Our collective achievements exceed the sum of our individual efforts.
Knowledge – Seek continual improvement and professional development.
Security – reliability/dependability
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Vision:
All investors’ wealth and retirement accounts managed with a fiduciary standard of care. |
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History:
Since 1999, we have been supporting the investment fiduciary community both in the U.S. and internationally. We are the first organization dedicated solely to promoting a culture of fiduciary excellence and improving the fiduciary decision-making process.
fi360 traces its roots to the formation of the Center for Fiduciary Studies as a training organization dedicated to instructing those entrusted with making investment decisions on behalf of others on how to better understand and manage their fiduciary responsibilities. Before long, we added our analytical technology division and since that time have grown to be the world’s leading organization for supporting the investment fiduciary process.
fi360 Company History Timeline
2014 – INSIGHTS 2014, fi360's 10th annual professional development conference, held in Nashville
2013 – Second major revision completed to the Prudent Practices and fiduciary handbooks
2013 – fi360 acquires Ann Schleck & Co., IPS AdvisorPro, and Financial Service Standards, LLC
2011 – fi360 Canada and fi360 Pacific introduced
2009 – Pensions & Investments features fi360 Fiduciary Score™ with list of most used mutual funds for second consecutive year.
2009 – First AIF Designation Training™ program conducted in Australia
2009 – fi360 Blog becomes the fiduciary blog of InvestmentNews
2008 – First AIF Designation Training program conducted in Canada
2007 – Partnered with New Frontier Advisors to incorporate Resampled Efficiency™ into asset allocation optimizer
2006 – Financial Planning magazine names the AIF Designation one of the “Ten most wanted” designations in the financial industry.
2006 – Updated original Prudent Investment Practices handbook to the Prudent Practices for Investment Fiduciaries handbook series, with versions for Investment Stewards, Investment Advisors, and Investment Managers. Editions have been published in the United States, Canada, New Zealand, and Australia.
2006 – The formation of CEFEX, an international joint venture formed to develop global fiduciary certification services
2005 – First AIF Designation Training program conducted in New Zealand
2004 – Selected to provide training to the Directors of the Federal Retirement Thrift, the largest defined contribution plan in the world
2003 – Fiduciary360 formed as unifying brand of Center for Fiduciary Studies, Fiduciary Analytics and Foundation for Fiduciary Studies
2003 – InvestMgt becomes Fiduciary Analytics
2003 – Co-produced, with the AICPA, the original fiduciary handbook Prudent Investment Practices
2002 – AIF Designation launched with first training program in October at University of Pittsburgh.
2000 – InvestMgt, the predecessor to fi360 Tools, founded
1999 – University relationship established with University of Pittsburgh
1999 – Center for Fiduciary Studies founded to provide education on the fiduciary standard of care |
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| Toll Free:
+1 866 390 5080 |
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