Fi360 Pacific

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.

Upcoming Events

Accredited Investment Fiduciary®
Fi360Pacific training in
Christchurch, 24 & 25 August 2020

MyFiduciary webinar - COVID-19 market update.
The Trusts Act 2019 and what trustees need to know.
The New Financial Advice Regulatory Regime and Fi360’s Investment Governance Framework.
Conflicts of interest and financial advice.
Life-Cycle Finance: Theory and Practice.

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.