Training Overview

Introduction to AIF® Courses

fi360 Pacific has been established as a training and support facility specifically for investment fiduciaries in New Zealand and Australia. These training services are provided in association with and supported by fi360 based in Pittsburgh, USA.

fi360 - Courses and Seminars:

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 fi360 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.

ASFA AIF^® Course - (Association of Superannuation Funds Australia)

With the current focus on the fiduciary responsibilities of superannuation trustees, fi360 Pacific has worked with ASFA to create a dynamic online solution to meet your needs in best practice management, as well as meeting APRA’s ‘fit and proper’ operating standards.

ASFA Accredited Investment Fiduciary (ASFA AIF®) offers a course with the mission of promoting a culture of fiduciary excellence and principle-based leadership to improve the decision-making process of investment fiduciaries.

ASFA AIF® provides you with the skills and knowledge on how to discharge a trustee’s ‘investment governance’ responsibilities.

The course content examines the global standards of best practice to ensure you:

Differentiate with a professional approach
Establish processes worthy of trust
Learn what can get you in trouble and how to keep out of it

This will enable you to critically assess your current governance against defined criteria.

This is not an investment course. It does not assist participants to set investment strategies or objectives for their fund or talk about features of the various products or asset classes.

Click here for more information ASFA AIF Course

Fiduciary Essentials Workshop (approx 3 hours)

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.

Click here for more information about our customised workshops

Professional Firm Seminars

Partners 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.