Welcome to the Designee Dispatch, 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

There are several ways for you to earn Continuing Education (CE) for not only your Fi360 Designation, but also other industry designations. Let’s explore.

CE Catalog- Fi360 CE is always available to you on demand. Better yet? It’s mobile so you can take it on the go with you. Catch up on the latest industry trends and topics and earn CE toward your Fi360 Designation renewal at the same time. There are over 150 courses currently available for you to hear from the top voices in our industry. Check it out.

We worked to bring you a brand-new CE benefit this year. Beginning January 2025, all of the courses posted in the CE Catalog during 2025 will not only earn you Fi360 CE but will also be eligible for CE toward your CFP® Certification. More information about how to request CFP® CE for completion of 2025 courses in the CE Catalog will be coming soon!

(Almost Weekly) Webinars – In 2024, we held 38 free educational, CE webinars and our 2025 calendar looks even better. During the last quarter we held some spectacular webinars including Working with Donor Advised Funds and Private Foundations, Frameworks for Adding Retirement Income to Your Plan, and Workforce Financial Precarity: Problems and Solutions. Each of those can now be found in the CE Catalog in your Fi360 Learning and Development account and each new webinar replay is typically available in the CE Catalog one (1) week after the live webinar.

This coming quarter, our webinar topics include The Facts of Lifetime Income: Unpacking the Case for More Spending Security in Retirement,  Navigating the CIT Landscape: Unlocking Growth and Efficiency in Model Portfolios for Retirement Plans, and Cash Balance Plans 101 and feature subject matter experts such as Bonnie Treichel, Stacey Tovrov, Erin Redman, and Toby Cromwell. Our live webinars are typically eligible for Fi360 CE, CFP® Board, IWI, and in some cases IAR. Check out the full webinar calendar.

CFP Ethics Course - We are hosting a virtual CFP Ethics program this year for the first time. On Thursday, June 5th, you can join the 2-hour webinar and receive 2 hours of CE from Fi360, CFP Board, IWI, and IAR. There is a cost to this program of $50. Check it out. 

CE Providers - Did you know that Fi360 collaborates with a dedicated group of industry educators, offering over 352 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. But what one should you take a first look at right now? Our social graphics.

You worked so hard to earn your Fi360 Designation. Why are you not promoting it and you as adhering to a higher fiduciary standard? We created social graphics for you to utilize on your email signatures, websites, social media and more. Don’t forget to tag us in any social posts! Check them out in the Designee Library.

Designee Exclusives

One of the benefits of your active Fi360 Designation are the exclusive benefits we have curated for you plus the enhancements we are constantly making to our platform and your Designation experience. Here is an explanation of a few of them.

Discounts– Only active designees are offered an exclusive 10% discount for our software products including our Fiduciary Focus Toolkit®. 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 – Here are a few of the in-person opportunities to interact with our team this quarter:

• Shawn O'Brien is speaking at Envestnet Elevate April 9th and 10th in Las Vegas.
• The Broadridge Fi360 Team is exhibiting at the SVIA Spring Seminar in New Orleans April 14th - 16th.
• Shawn O’Brien is speaking at the NAPA 401(k) Summit on April 29th and April 30th. 
• The Broadridge Fi360 Team is also exhibiting at the NAPA 401(k) Summit April 28th - 30th in Las Vegas.
• John Faustino is participating on a virtual panel discussion on pricing for retirement plan services on May 28th in partnership with JULY Business Services. 

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