Fiduciary Essentials® for Advisors
Fiduciary Essentials® for Advisors: Enhancing Expertise with Self-Paced Training for Financial Professionals.
Broadridge is proud to introduce an updated and enhanced version of Fiduciary Essentials® for Advisors (FEA). FEA is an online, self-paced certificate program crafted to help financial professionals understand their fiduciary responsibilities and thrive in today's competitive environment. This certificate training program teaches fiduciary best practices for retirement, wealth management, and non-profit clients.
FEA’s latest enhancements ensure that financial professionals not only stay in step with the ever-evolving fiduciary landscape but also empower them to protect assets, mitigate risks, and instill trust. Developed by industry leaders at Broadridge and Pension Resource Institute (PRI), the course sets forth efficient, comprehensive standards for understanding fiduciary best practices.
Why Choose FEA?
Financial professionals who complete FEA will…
- Learn fiduciary best practices through a flexible self-paced, online course.
- Earn a completion certificate for their files.
- Showcase your commitment to fiduciary excellence to clients, prospects and partners.
Home offices who offer FEA will…
- Provide comprehensive fiduciary training to all financial professionals facing fiduciary responsibilities.
- Reduce compliance and litigation risks by aligning to the latest industry regulatory changes.
- Boost advisor recruitment and retention by providing a superior training resource.
Pricing: Contact Us Below
Program Overview
Module 1:
An introduction to the Fiduciary Standard
Module 2:
Implementing a Fiduciary Process: Organize & Formalize
Module 3:
Implementing a Fiduciary Process: Implement & Monitor
Module 4:
Participant-Directed Retirement Plans
Module 5:
Trustee-Directed Retirement Plans
Module 6:
IRAs and Rollovers
Ready to Elevate Your Fiduciary Expertise? Seize the opportunity to enhance your fiduciary knowledge today. Visit the Fi360 platform to create an account or fill out the form below for a dedicated Fi360 team member to reach out and provide additional information and assistance with your purchase.
