Center for Fiduciary Excellence (CEFEX)
CEFEX is an independent global assessment and certification organisation. It is the standard-setting body for fi360 and maintains the Prudent Practices that are the foundation for the training and other services we provide.
fi360 Pacific worked closely with CEFEX to develop legally-substantiated practice handbooks specifically for Australia, New Zealand, and the Pacific region.
CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. Firms in Australia, New Zealand and the Pacific that are CEFEX certified are available here.
fi360 Pacific worked closely with CEFEX to develop legally-substantiated practice handbooks specifically for Australia, New Zealand, and the Pacific region.
CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. Firms in Australia, New Zealand and the Pacific that are CEFEX certified are available here.
Fi360 Inc.
Fi360 was established in 1999 in Pittsburgh and is the pre-eminent provider of training, tools and designations for investment fiduciaries in the United States, including for a range of advisory businesses, investment managers, retirement plan service providers, and record keepers.
fi360 Pacific and Fi360 enjoy a close relationship, and mutually benefit from the development of resources to support investment fiduciaries in their respective regions.
fi360 Pacific and Fi360 enjoy a close relationship, and mutually benefit from the development of resources to support investment fiduciaries in their respective regions.
Asia Pacific Association for Fiduciary Studies (APAFS)
APAFS is a non-profit educational and charitable association based in Guam. APAFS was founded in 2000 by representatives from public and private institutional funds from around the Asia Pacific Region.
The goal of APAFS is to raise the level of understanding and standards of practice among fiduciaries in the region by providing educational programs and opportunities.
fi360 Pacific has developed several investment governance training programs with APAFS in support of its goal of lifting standards of practice.
The goal of APAFS is to raise the level of understanding and standards of practice among fiduciaries in the region by providing educational programs and opportunities.
fi360 Pacific has developed several investment governance training programs with APAFS in support of its goal of lifting standards of practice.
The Association of Superannuation Funds Australia (ASFA)
ASFA has been operating since 1962 and is the peak policy, research and advocacy body for Australia’s superannuation industry. Its purpose is to work alongside government bodies and superannuation funds to achieve both good public policy and industry best practice.
ASFA’s training programs for its members includes an Investment Fiduciary Essentials course that was developed with Fi360 Pacific.
ASFA’s training programs for its members includes an Investment Fiduciary Essentials course that was developed with Fi360 Pacific.
MyFiduciary
MyFiduciary was founded in 2006 and provides fiduciary education, consulting and assessment services to a range of investment organisations and stewards in New Zealand, Australia and the Pacific. Its services are grounded in the global investment governance best practices available through Fi360 Pacific.