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:

• Bylaws for the Formation of an Investment Committee
• Fiduciary Acknowledgement Letter and Response

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

Allodium Materials:

Investment Policy Statements:

• Sample Investment Policy Statement Outline

Fiduciary Management:

• Fiduciary Audit File Checklist