We provide training, assessments and resources to support investment fiduciaries through 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.
 
​

Upcoming Events​
​ 

​
Accredited Investment Fiduciary®
Fi360 Pacific training in
Auckland, 15-16 October 2019

 New content in Learning and Development

  • The Trusts Act 2019 and what trustees need to know.
  • Conflicts of interest and financial advice.
  • Life-Cycle Finance: Theory and Practice
  • Implications of the new regulatory regime in NZ
  • What you need to consider when evaluating OBAA Funds.
  • Overview of key Trustee duties
  • A guide on how to prepare content for an Investment Policy Statement.
  • The importance of preparing an Investment Policy Statement and avoiding common pitfalls.
  • Behavioural Alpha

The above and other new content have been added to our online learning, please click here to login.
​
​