Fi360
Fi360, founded in 1999 and now part of Broadridge Financial Solutions, specializes in fiduciary training, certification, and investment analytics.
Profile
Fi360 provides fiduciary training, certification, and investment analytics to financial advisors and institutions.
Fi360, founded in 1999 and now part of Broadridge Financial Solutions, specializes in fiduciary training, certification, and investment analytics. The company offers a suite of tools and educational programs designed to help financial advisors and institutions meet fiduciary standards and improve investment decision-making. Fi360’s flagship product is the Accredited Investment Fiduciary (AIF®) designation, which has been earned by over 11,000 professionals.
The company also provides fiduciary assessment tools, data analytics, and compliance solutions tailored for retirement plans and investment advisors. Fi360’s client base includes financial advisors, RIAs, broker-dealers, and asset managers. The company has been a leader in the fiduciary movement for over 25 years, helping clients navigate regulatory changes and mitigate risks.
Recent initiatives include expanding its virtual training offerings and integrating advanced data analytics into its platform. Fi360 continues to focus on enhancing its educational programs and tools to support advisors in delivering fiduciary-standard care.
Who buys this
- Financial advisors
- Registered Investment Advisors (RIAs)
- Broker-dealers
- Asset managers
- Retirement plan fiduciaries
Strengths and what to watch
Strengths
- Over 11,000 professionals hold the AIF® designation
- 25+ years of experience in fiduciary training and tools
- Integration with Broadridge enhances data and analytics capabilities
Watch for
- Dependence on regulatory changes affecting fiduciary standards
- Competition from other fiduciary training providers
- Potential challenges in scaling virtual training programs
Key Information
- Founded
- 1999
Frequently Asked Questions
What is Fi360 and what do they offer?
Fi360 provides fiduciary training, certification, and investment analytics to financial professionals. Founded in 1999, it offers the AIF® designation, compliance tools, and data solutions. Over 11,000 advisors hold their certification. Now part of Broadridge, Fi360 specializes in helping institutions meet fiduciary standards through education and technology.
How do I get the AIF designation from Fi360?
To earn Fi360's AIF® designation, complete their training program covering fiduciary practices, ethics, and investment stewardship. The certification requires passing an exam and is held by 11,000+ professionals. It's designed for advisors, RIAs, and institutional investors seeking to demonstrate fiduciary expertise to clients and regulators.
What tools does Fi360 provide for fiduciary compliance?
Fi360 offers fiduciary assessment tools, analytics platforms, and monitoring solutions. Their Fi360 Fiduciary Score® helps evaluate investment decisions against standards. The company provides ongoing training and resources to help advisors navigate regulatory changes, with special focus on retirement plans and institutional investment compliance requirements.
How does Fi360's training compare to other fiduciary programs?
Fi360 stands out with 25+ years of specialized fiduciary education and its AIF® certification. Unlike generic programs, it combines training with practical tools like fiduciary scoring. The Broadridge partnership enhances its data capabilities, making it particularly strong for advisors needing both education and actionable analytics.
Does Fi360 offer virtual fiduciary training options?
Yes, Fi360 has expanded its virtual training offerings, including online courses and webinars. These provide flexible access to their fiduciary education programs while maintaining the rigor of in-person training. Virtual options cover certification prep, compliance updates, and practical applications of fiduciary standards.
Who typically uses Fi360's services?
Fi360 serves financial advisors, RIAs, broker-dealers, and asset managers. Their tools are particularly valuable for retirement plan fiduciaries and institutions needing to document compliance. Over 11,000 professionals hold their AIF® designation, demonstrating widespread adoption among advisors committed to fiduciary standards.
Sources
- www.fi360.com — Details on AIF® Designation Training
- www.fi360.com — Information on Fi360 Fiduciary Score®
- www.fi360.com — Overview of Fi360’s products and services
- www.prnewswire.com — Historical context and news about Fi360