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.
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. 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.
(Almost Weekly) Webinars –
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.
Our live webinars are typically eligible for 1 continuing education credit through Fi360, as well as the CFP® Board, IWI, and, in select cases, IAR. We are pleased to welcome speakers and sponsors from notable organizations including Voya, Advisor Target, and Alliance.
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!
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!
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!
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®. 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.
Here’s what you’ll gain:
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!
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