Broadridge Fiduciary Governance Solutions, formerly known as Fi360, provides fiduciary education, professional designations, technology and analytical resources for financial advisors, retirement plan professionals and financial institutions. Its solutions are designed to help investment professionals establish prudent practices, conduct investment due diligence and document consistent fiduciary processes. To learn more, visit Broadridge Governance Solutions.
Fi360® became part of Broadridge Financial Solutions in 2019, bringing its fiduciary-focused software, data, analytics and training programs into Broadridge. Fi360®’s fiduciary education and training were grounded in the Prudent Practices®, a framework for implementing and documenting fiduciary best practices. Today, these resources are offered through Broadridge Fiduciary Governance Solutions.
The organization’s resources include fiduciary training and certifications, investment and account evaluation tools, data and analytics, and the Fiduciary Focus Toolkit. These resources help financial professionals evaluate investments, monitor portfolios, document decisions and apply repeatable processes when carrying out their fiduciary responsibilities.
Broadridge Fiduciary Governance Solutions offers the Accredited Investment Fiduciary® (AIF®), Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) designations. These programs provide specialized education in fiduciary practices, with the AIFA® focused on fiduciary assessment and the PPC® focused on retirement plan fiduciary responsibilities.