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Raise your professional standing by mastering the prudent practices that ensure sound investment decisions aligned with the client’s best interest This helpdesk article provides guidance on submitting continuing education (ce) request forms for fi360 training, including aif®, ppc®, and aifa® designation training, to other designation conferring bodies. Course topics include fiduciary best practices, practice management and more
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Learn ways to reduce risk and efficiently carry out your fiduciary responsibilities Our experts, bonnie, michelle, and robert, will be sharing the data and practical application of this guidance at the broadridge 360 advisor summit, helping your firm apply this guidance. What's next for your business?
Access online ce services and a variety of financial tests
We automatically notify the certified financial planner (cfp) board of standards of your passing results. Fi360 is now a part of broadridge retirement and workplace From fiduciary basics to thorough mastery, our learning and development programs are designed to empower financial professionals with the knowledge they need to effectively serve all clients and grow their business. When can i start to accrue ce for my next renewal cycle
Designees can earn ce throughout most of the year, and broadridge fi360 offers several ways to do so. Broadridge advisor can help you save time and communicate easily with clients This video includes an overview of the pfp section member benefit as well as how to use broadridge to answer specific client scenarios. If your organization is interested in becoming a ce provider to fi360, please fill out the ce provider application and contact our professional development team at fi360_ceproviders@broadridge.com.
