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. 

MyFiduciary Renews its Alliance with Broadridge - Fi360​

​
​MyFiduciary to expand its offering of training and accreditation services in collaboration with Broadridge,  a global Fintech leader.  The two firms are working together to provide greater availability of Broadridge’s industry-leading training, designations, and certifications to the Asia-Pacific market.  This includes Broadridge’s Fi360 Accredited Investment Fiduciary® (AIF®) Designation Training for investment advisers, firm-level Centre for Fiduciary Excellence® (CEFEX®) certification for investment advisers and investment managers, and the Fi360 Fiduciary Essentials® training for investment stewards.   The training and assessment services can assist advisers, platform providers, fund managers, trustees and other professionals improve investment processes, better serve their client or member’s best interests, and lessen potential reputational and liability risks.  

Here to read Press Release

Here to Investment News Article

Upcoming Training
​

Our next AIF® training will be held in Auckland on the 31st August - 1 September 2022.  Please get in touch if you're interested in attending or would like more information.  Click here.

 New content in Learning and Development

  • July 2022 Market Update Webinar
  • Financial Wellness
  • ESG Integration and Practice
  • Cybersecurity Risk on the Rise: Is your Firm’s Framework in Place?
  • ​How to Address Inflation Risk When Investing for Retirement

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.