Fi360 Designee Digest
Continuing Education
CE Catalog
Fi360 CE is always available to you on demand. Earlier this year we began offering select courses in our CE Catalog for 1 hour of CFP® continuing education credit. You can now fulfill both your Fi360 and CFP® CE requirements by participating in these courses. Take advantage of our extensive catalog to stay current on industry developments and trends, all while earning credits toward your Fi360 Designation renewal. With more than 150 courses to choose from, you’ll have access to insights and expertise from leading professionals in the field.
Please note: Not all courses in the CE Catalog are eligible for CFP® continuing education credit. Look for the “CFP® CE approved” on individual course listings to confirm eligibility before enrolling.
Last quarter we hosted quite a few excellent webinars on relevant and timely topics like pooled plan providers, digital assets, and in-plan retirement income that are available on-demand in the CE Catalog. That being said, we are excited to share our upcoming lineup of webinars for the next quarter, offering timely and relevant topics designed to keep you informed and engaged with the latest industry developments. We encourage you to mark your calendars and take advantage of these opportunities to learn from thought leaders and peers across the industry. Check out the full webinar calendar for more information!
October 2, 2025: What Every Financial Advisor Should Know About Working with Nonprofits
In this session, we’ll explore the essential knowledge every financial advisor should have when partnering with nonprofit clients.
October 30, 2025: Governmental Plan Fiduciary Advisors: Unlocking Opportunities in an Underserved Market
An expert will introduce participants to the unique needs of governmental plan sponsors, opportunities for fiduciary plan advisors to serve this market, and the resources needed to get started.
This session will share actionable insights from fiduciary and legal experts on how firms can strengthen their rollover practices, manage legal exposure, and stay ahead of evolving regulatory expectations.
CE Providers
Did you know that Fi360 collaborates with a dedicated group of industry educators, offering over 400 currently active programs? Each of these programs have been reviewed and approved by the Fi360 Team to help you earn Continuing Education hours towards maintaining your Fi360 Designation. All you must do is attend the program, tell the provider you need Fi360 CE, and they will send our team your attendance files so we can upload them to your Designee account. Check them out!
Designee library
The Designee Library is a resource created only for and only accessible to our active Fi360 Designees and has many different templates, resource documents, handbooks, and more within it.
We are so pleased to announce to you that updated Prudent Practices® for Advisors Handbook is now available to you in the Designee Library. In August, our team hosted a webinar discussing the updates, changes, and process to the handbook that you can review now in the CE Catalog. These revisions reflect our ongoing commitment to providing you with the most current guidance and resources available, supporting your success as a fiduciary professional.
In addition to the overview webinar, our team is gearing up to put on a series of webinars deep diving into each of the practices that make up the Fiduciary Quality Management System you learned about during your Fi360 Designation Training. Each practice is scheduled for its own webinar starting with Organizing the Client Portfolio in December 2025. Check the webinar calendar soon for the registration for this webinar.
Please continue to check the Designee Library for the most up-to-date information and resources related to these enhancements!
Designee exclusives
Your active Fi360 Designation provides you exclusive benefits and the Continuing Education from the above sections isn't all we have worked to curate for you. There are discounts on our other products and with our partner affiliates, our Designee Search, as well as the enhancements we are constantly making to our platform and your Designation experience. Here is an explanation of a few of them:
Discounts
This quarter we are so pleased to offer you the opportunity to earn your AIFA® Designation and attend the upcoming AIFA® Designation Training course at an exclusive rate of $1300. This is more than $1000 off the original pricing! In order to take advantage of this pricing, you must register for the 3-day training course prior to October 16th. Call our Sales Team today at (866) 390-5080!
What you’ll gain
Support your Fi360 Designee expertise with built-in best practices. Present professional, client-friendly reports that set you apart. Save time with seamless automation and integrations. We have curated a list of affiliates we work with to offer specials and discounts for active Fi360 Designees. These include discounts on our Broadridge software solutions, a discount on your errors and omissions insurance from CalSurance, and exclusive discounts on products and services from Pension Resource Institute. Check it out!
Designee search
Our team recently made several enhancements to the public facing Designee Search to ensure you stay competitive. We added options like the ability to add a photo of you, your client and/or plan types, and most importantly the ability for prospective clients, media, potential employers, other designees, and more to contact you directly from the Designee Search. Check it out!
Our team
All of the above are wonderful benefits of being an active Fi360 Designee, but the best resource you have access to is our team. You can find us all over the globe promoting fiduciary leadership, the Prudent Practices®, and exhibiting at industry events. You can also reach out to us directly from your home.
Come Visit Us – Fall is here and you know that means content and in-person events in the financial services industry are back after the summer slow down. You can come see us at the SVIA Fall Forum, Hilltop Elevate Product Partners Meeting, Axtella Vision, ASPPA Annual Conference & TPA Growth Summit, the LPL Retirement Partners Annual Conference, SPARK Fall Forum, Schwab IMPACT, and the Lincoln Investment Wealth Management Forum.
Come Hear Us - In addition to the industry events, our team can also be heard around the industry. John Faustino and Shawn O'Brien are speaking at the SPARK Fall Forum, Shawn is presenting during the LPL Retirement Partners Annual Conference, and Matt Boyle will be presenting a webinar in conjunction with Broadridge's newest acquisition iJoin on September 30th. Make sure to register for that exciting webinar now
Our Team – Your best resource for your designation is our dedicated team. Have questions and need to get in touch with us? We are available for you Monday through Friday 8 a.m. through 8 p.m. ET. Use our new Chat feature, give us a call (844.394.9960), or send us an email. We are here to help you.
Thank you for your continued support and dedication to the fiduciary standard. See you next quarter!
Your Fi360 Designee Team