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.
 
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Upcoming Events​
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Fiduciary Essentials™
Fi360 Pacific training in
Auckland, October 2019 (Date to be set)
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Accredited Investment Fiduciary®
Fi360 Pacific training in
Auckland, 15-16 October 2019

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 New content in Learning and Development

  • Conflicts of interest and financial advice.
  • 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.

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