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Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.
https://www.fi360.com/who-we-are/contact/
Corporate Office. Fi360, Inc. 3 Penn Center West, Suite 400 Pittsburgh, PA 15276
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https://fi360.zendesk.com/hc/en-us/articles/203678308-fi360-Training-CE-Eligibility
Fi360, Inc is registered as a sponsor of continuing professional education with the following organizations. The number of credit-hours approved for Fi360, Inc Trainings are listed below. *In order to be eligible for CE credits for AIF ® Designation Training - Virtual Class, students must attend all five sessions live.
https://www.fi360.com/uploads/designations/TrainingProgramCEEligibility.pdf
Fi360, Inc. is registered as a sponsor of continuing professional education with the following organizations. The number of credits hours approved for fi360, Inc. trainings is listed below. CFP BOARD OF STANDARDS (CFP® DESIGNATION): AIF® Designation Training – Online format: 7 hours AIF® Designation Training – Capstone format: 15 hours
https://www.bloomberg.com/profile/company/0725717D:US
fi360, Inc. provides investment fiduciary education and practice management services. The Company offers fiduciary education, investment analytics, …
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