fi360 Pacific is dedicated to helping fiduciaries gather, grow, and protect assets being managed
by providing the resources to enable better investment and business decisions.
We provide training and support specifically designed for investment fiduciaries in New Zealand, Australia and the greater Pacific region.
by providing the resources to enable better investment and business decisions.
We provide training and support specifically designed for investment fiduciaries in New Zealand, Australia and the greater Pacific region.
Accredited Investment Fiduciary Program (AIF®) - August 2017
(only 4 places remaining) The curriculum provides a comprehensive education on fiduciary standards of care, including the legal and regulatory requirements for managing investment decisions on behalf of others. Practical aspects of applying a prudent investment process are covered from start to finish. Many of fi360's adviser designees are well qualified but have benefited from additional specialist training in fiduciary practices. It provides a basis for increased recognition, differentiation as an expert in trust governance and a method for reviewing and improving internal processes. This is an effective approach to meet the needs of clients and referral sources seeking more trustworthy services. This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF Designation. Please contact us for more information. The course will give you the opportunity to;
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Brochure and Registration
Our next AIF program will be held on the 8/9 August 2017 at the BNZ Partners Centre, Queen St., Auckland
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Fiduciary Essentials™ Training - August 2017
Primarily for board trustees, investment committees, professional accountants and lawyers who want practical guidance on implementing a governance framework. This course focuses on the seven fiduciary precepts or legally required standards of care.
It provides a solid, base-level understanding of the history and fundamental requirements of the fiduciary standard. It consists of a series of learning modules and opportunities to work through scenarios designed to represent commonly encountered issues. Tailored programs for internal committees/boards or professional firm partners can include interactive discussion with attendees about their own portfolios and the challenges they face.
Program Options
Content is designed to be flexible in terms of either half day or full day options. It can be adapted to suit the intended audience. Our next 1-day Fiduciary Essentials Training will be held at Heritage Hotel, 35 Hobson Street, Auckland on 3 August 2017. Click here for a registration form and more information.
Fiduciary Academy
This course provides an entry pathway to the fi360 'Fiduciary Academy' - a fiduciary community concept for those in governance and trustee roles. Participants in a Fiduciary Essentials program receive their first years membership to the Fiduciary Academy. The Academy is a membership program providing ongoing access to resources and education that grows a member's knowledge base and provides practical resources, topical information and introductions to an adviser community trained in the same fiduciary practices.
Primarily for board trustees, investment committees, professional accountants and lawyers who want practical guidance on implementing a governance framework. This course focuses on the seven fiduciary precepts or legally required standards of care.
It provides a solid, base-level understanding of the history and fundamental requirements of the fiduciary standard. It consists of a series of learning modules and opportunities to work through scenarios designed to represent commonly encountered issues. Tailored programs for internal committees/boards or professional firm partners can include interactive discussion with attendees about their own portfolios and the challenges they face.
Program Options
Content is designed to be flexible in terms of either half day or full day options. It can be adapted to suit the intended audience. Our next 1-day Fiduciary Essentials Training will be held at Heritage Hotel, 35 Hobson Street, Auckland on 3 August 2017. Click here for a registration form and more information.
Fiduciary Academy
This course provides an entry pathway to the fi360 'Fiduciary Academy' - a fiduciary community concept for those in governance and trustee roles. Participants in a Fiduciary Essentials program receive their first years membership to the Fiduciary Academy. The Academy is a membership program providing ongoing access to resources and education that grows a member's knowledge base and provides practical resources, topical information and introductions to an adviser community trained in the same fiduciary practices.
