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    Fi360 Designee Digest

    Welcome to the Designee Digest, your quarterly go-to resource for everything related to your Fi360 Designation. Dive into this edition to discover the essential updates and insights we’ve curated just for you.
    Continuing Education
    Designee Library
    Weekly Webinars
    Designee Exclusives
    Meet our Team

    Continuing Education

    CE Catalog

    Fi360 CE is always available to you on demand. Last year we began offering select courses in our CE Catalog for 1 hour of CFP® continuing education credit,  so 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.  

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    Almost Weekly Webinars: Last Quarter Recap & What's Ahead

    Last quarter we hosted quite a few excellent webinars on relevant and timely topics like DOL rulemaking, cash balance plans, and managed accounts 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 08, 2026:  Re-Examining The Prudent Practices® | Step 4: Monitor

    This final Prudent Practices® webinar highlights the revised fourth edition of the Prudent Practices for Investment Advisors Handbook, with a focus on Step 4: Monitor and key updates to fiduciary best practices. Topics include governance, performance monitoring, organizational reviews, trading and proxy voting, fee and service reviews, and evaluating fiduciary effectiveness for both new and experienced advisors.  

    October 15, 2026: What Comes After the 60/40 Portfolio?  

     The old playbook for asset allocation is being rewritten. What worked over the past decade may not work in the next. Hear a timely update on the shifting structural forces that are reshaping markets, and what it means for portfolio positioning going forward.

    October 27, 2026: Overview of Private Real Estate in Defined Contribution

     Join us for the second webinar in our Private Markets Investments in Defined Contribution series, featuring a deeper look at private real estate and its role within the defined contribution landscape.   

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    CFP Ethics 

    We are coming back with another opportunity to get your CFP® Ethics CE on November 5, 2026! Led by respected industry expert Mario Giganti, CFP®, the CFP Board–approved course, offered at a fee of $50, fulfills your two-hour Ethics Continuing Education requirement and ensures you’re up to date on the CFP Board’s new Code Ethics and Standards of Conduct, effective July 1, 2024.

    This live session is approved for two (2) hours of Continuing Education (CE) credit for Fi360, IWI, and CFP Board designations.

    This live session is also approved for two (2) credits under Ethics and Professional Responsibility for IAR CE. NASAA does not endorse any particular provider of CE courses.

    The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

    ***Please note, if you have received CE credit for this program in the past, check your eligibility from CFP Board. Fi360 Designees are not eligible to receive CE credit for duplicate courses.

    Register today to secure your spot and stay ahead with the latest in professional ethics and fiduciary excellence.

     

    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 2025, 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.

    Please continue to check the Designee Library for the most up-to-date information and resources related to these enhancements and don't forget to attend the webinars above for in-depth reviews of the FQMS.  

     

     

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    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:

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    Discounts

    We are offering our active designees an exclusive opportunity for a short time to receive a 15% discount on a new Fiduciary Focus Toolkit™ subscription. This is a short time offer only for our designees to put the practices into your practice. In order to take advantage of this pricing, call our Sales Team today at (866) 390-5080!

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    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!

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     AIF® Designees Needed!  

    We are kicking off a new season of opportunities to volunteer your time and expertise to strengthen the AIF® program. For more information, 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 – Our team  is busy this fall conference season. Come see us at the following:

    • FIS User Group Conference - Warren Jennings, Chad Kohlenberg, and Joe Massaro

    • HUB THRIVE - Warren Jennings

    • Axtella Vision 2026 - Jim Folwell
    • Schwab IMPACT 2026 - Jeff Hladun, Kevin Alexander, Todd Golden
    • Lincoln Investment Wealth Management Forum - Tyler Kirkland, Michael Muirhead, and Amber Bland
    • SPARK Fall Forum - Steve McCoy, Shawn O'Brien, Warren Jennings, Dara Vogelman, and speaking this year is John Faustino

    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

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