Maintain Your Active Status
Renew your Designation on an annual basis to maintain your active status and keep your access to the Designee-Exclusive benefits. Follow the three easy steps right within your account to maintain an active status. You will begin receiving reminder communications 90 days prior to your next renewal.
Renew Your Fi360 Designation Annually
Maintain your fiduciary excellence year-around. Follow along as you learn how to navigate the renewal process from right within your Fi360 account.
- Accrue CE
- Update Application
- Remit Annual Dues
For additional assistance please watch this video
Utilize the live webinars, National Fiduciary Day, the annual Broadridge Fi360 Conference and the continuing education catalog regularly throughout the year and be ‘ahead of the game’ by earning your CE all year long.
In Case You Missed It
Last week we reviewed how to stay connected with the fiduciary community. Click here to learn about the outlets available to you as an active Designee.
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