Educational Documents
Fi360 Materials:
The Prudent Practices:
- Prudent Practices for Investment Stewards Handbook
- Self-Assessment of Fiduciary Excellence for Investment Stewards (SAFE)
- Periodic Table for Investment Stewards
- Fiduciary Placemat
The Fiduciary Score:
- Two Page Fiduciary Score Methodology
- Eight Page Fiduciary Score Methodology
- MacroRisk Research Report Evaluating the Value Added by the fi360 Fiduciary Score
- 2017 CFPI Analysis of the fi360 Fiduciary Score: “Red is STOP, Green is Go”
- The Value of the fi360 Toolkit for Clients of Advisors
Investment Committee:
Hiring Investment Advisors:
- The Benefits of Choosing an AIF Designee for Individual Investors
- The Benefits of Choosing an AIF Designee for Investment Stewards
- Questions a Steward Should Ask
- How Clients Benefit from Their Advisor's CEFEX Certification
- The Road to Fiduciary Security Begins with a CEFEX Certified Advisor
- CFA Report on Financial Advisor versus Investment Salesperson
- NAPFA on the Tough Questions to Ask Your Advisor