| Course | |||||
|---|---|---|---|---|---|
 | Designation Renewal If you have done CPD from other sources, please let us know the details, and we can credit you for 2 hours of CPD that count towards renewing your AIF® or AIFA® accreditation. | ||||
 | Fiduciary Reference Materials An Investment Policy Statement (IPS) is they key governance document for an Investment Steward. It should reflect an investment entity's unique situation, objectives, tolerances, requirements and preferences. This document provides a guide on how... | ||||
 | Fiduciary Reference Materials This handbook was developed specifically for Investment Stewards - superannuation trustees, investment committee members, investment advisers, asset consultants and lawyers.
It provides investment fiduciaries with an organised process for... | ||||
 | Fiduciary Reference Materials A copy of the Periodic Table of Fiduciary Practices for your reference. | ||||
 | Fiduciary Reference Materials A summary of the Self Assessment Questionnaires of Fiduciary Excellence. | ||||
 | Designation Renewal To renew your AIF® or AIFA® designation you will need to agree to the code of ethics. | ||||
 | Fi360 Podcasts / Client Care and Practice This session is by a marketing expert and might be of special interest to financial advisors. It is an informative and up-to-date webinar on marketing points relating to websites, business cards, Linked-in profiles, blog articles and technology. | ||||
 | Articles This article is relevant to NZ investors. It is a white paper on taxation of foreign equities co-written by MyFiduciary and Kernel Wealth. Overseas investment funds can be attractive for several reasons compared to New Zealand based products.... | ||||
 | Fi360 Podcasts / Technical Subjects This webinar is on ESG investing in the context of US retirement plan participants. It covers issues such as:
• What is ESG?
• What is impact investing?
• The association between ESG and long-term performance
• The growth in the... | ||||
 | Fi360 Podcasts / Client Care and Practice Artificial Intelligence or AI is taking over the world! That may sound like a scary movie, but the reality is that there really isn’t anything to fear if you understand its purpose and its place in the industry. AI is about automation and... |
