Fi360 Designee Digest
Continuing Education
CE Catalog
Fi360 CE is always available to you on demand. Beginning June 2, 2025, select offerings in our CE Catalog are now eligible 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.
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!
September 4, 2025: The New Landscape of Fiduciary Care.
This session will provide a high-level overview of the key fiduciary duties tied to CAA 2021 and what you need to know to help your clients today.
September 9, 2025: The Power of Cash Balance Plans.
This webinar will discuss the basics of Cash Balance plans, which organizations may benefit from adding a Cash Balance plan, and how working with Cash Balance plans may help grow an advisor’s business.
September 16, 2025: Beyond Past Performance: How Decision Attribution Reveals Future Alpha.
Whether you're selecting managers, overseeing portfolios, or advising clients, this session will equip you with actionable insights to make smarter, more defensible investment decisions.
CE Providers
Did you know that Fi360 collaborates with a dedicated group of industry educators, offering over 350 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 accessible to our active Fi360 Designees and has many different templates, resource documents, handbooks, and more within it.
We are pleased to announce that updated Fi360 Handbooks are scheduled for availability Q3 of this year. These revisions reflect our ongoing commitment to providing you with the most current guidance and resources available, supporting your success as a fiduciary professional.
To further enhance your experience with the new handbooks, we will be hosting an informational webinar on August 19th. This session will provide an overview of the key updates and offer an opportunity to address any questions you may have. Details regarding webinar registration will be shared as they become available.
Please continue to check the Designee Library for the most up-to-date information and resources related to these enhancements!
Discounts
Only active designees are offered an exclusive 10% discount for our software products including our Fiduciary Focus Toolkit®. The Toolkit complements your Fi360 Designation by embedding Prudent Practices® into every aspect of your client engagement and fiduciary process. From automating workflows to generating polished investment monitoring reports, the Fiduciary Focus Toolkit™ empowers Fi360 Designees to serve clients more effectively.
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 also curated a list of affiliates we work with to offer specials and discounts for active Fi360 Designees like 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 the fiduciary leadership, the Prudent Practices®, and exhibiting at industry events. You can also reach out to us directly from your home.
Come Visit Us – Summer slows down in-person events in the financial services industry, but we are excited to announce that John Faustino, Head of Data & Analytics Product, Strategy, and Fiduciary Solutions, will be speaking at an upcoming virtual session for plan sponsors, presented in collaboration with UBS. His session is titled "Emerging Plan Design and Litigation Trends," and will be presented on July 11th.
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