Fi360 – A Broadridge Company
Fi360 is a leading authority on fiduciary education and credentialing, equipping financial professionals with the tools, training, and designations to uphold a prudent standard of care. Now part of Broadridge Retirement and Workplace, Fi360’s programs are rooted in the Prudent Practices® framework — a cornerstone for investment fiduciaries across retirement, wealth, and institutional markets. Its designations signal ethical stewardship, process-driven decision-making, and a commitment to investor-first outcomes.
📜 Flagship Certifications
- AIF® – Accredited Investment Fiduciary® Validates knowledge of fiduciary responsibility and the application of a prudent investment process.
- AIFA® – Accredited Investment Fiduciary Analyst® Focuses on assessing fiduciary practices and conducting investment process evaluations.
- PPC® – Professional Plan Consultant® Equips advisors to support employer-sponsored retirement plans and ERISA compliance.
🌐 Global Impact
- Trusted by thousands of advisors, consultants, and plan sponsors
- Designations recognized across retirement, wealth, and institutional advisory channels
- Prudent Practices® framework adopted by fiduciaries nationwide
🧭 Ethical Commitment
Fi360 designees commit to a fiduciary standard that prioritizes loyalty, due care, and full disclosure. Each designation requires adherence to a Code of Ethics and ongoing education to maintain alignment with evolving regulatory and professional expectations.
📌 Quick Facts
- Website: www.fi360.com
- Founded: 1999 (acquired by Broadridge in 2020)
- Credential Focus: Fiduciary duty, retirement plan consulting, investment process evaluation
- Renewal: Annual renewal with CE and ethics requirements
