We provide training, assessments and resources to support investment fiduciaries throughout the Pacific

Professional and firm accreditations show your commitment to the highest fiduciary standards of care.

Global good investment governance practices are 
​the foundation of our support.
​​​

Training

​Develop your governance capabilities through globally recognised investment governance training.  ​

​Assessments

Our assessment approach is used globally by Boards and organisations to help identify how they can improve processes, reduce costs and provide better investment outcomes.

Accreditations

Distinguish your commitment to best practice through Fi360's globally recognised accreditations for individuals and organisations. 

CEFEX Certification Updates

Congratulations to Shadforth Financial Group for earning the international certification awarded by the Centre for Fiduciary Excellence (CEFEX).  CEFEX-certified firms adhere to a standard representing the best practices in their industry.  

 New content in Learning and Development

  • Trusts Act 2019 - Are you ready?
  • SRI Fund Manager Due Diligence
  • SRI and Direct Investing
  • Quarterly Market Update, December 2020
  • Taxation of Foreign Equities for New Zealand Residents
  • Privacy Act 2020 and the New Financial Advice Regime
  • Gold – Store of Value or Barbarous Relic? 
  • The New Financial Advice Regulatory Regime and Fi360’s Investment Governance Framework.

Coaching Courses

We now provide 3-hour coaching courses that focus on practical topics.  Please get in touch if you are interested or would like more information.

Responsible Investing and Integrating ESGC 

This training provides practical advice on how to incorporate environmental, social, governance and cultural (ESGC) factors into your investment decisions.

​Asking the Right Questions  of  Your Providers

Your managers and advisers are financial experts - and you might not be. What sort of questions should you be asking them? How do you have a conversation that cuts through the science or jargon? How do you get confident that their advice makes sense for you? This course will help you ask the right questions and dig deeper when needed.